As an Account Owner or Administrator with a large team of editors working with the Siteimprove Intelligence Platform, what should your first steps be before involving your editors? This article will help you get started as a new Account Owner or Administrator in Siteimprove.
Make sure that the pages in your Siteimprove Inventory are correct
When you start using Siteimprove you might find pages that you do not want to have checked and maybe you have other domains that Siteimprove has not yet checked or indexed. Before editors work on resolving errors, double check that the page index is correct. You will get the best overview in the Sitemap within the Inventory section of Quality Assurance to view pages on your site.
Set up page groups that match your organizational structure
If you have many editors, they probably manage different parts of the website. In universities, for example, each department may have its own group of web editors. It would be helpful to set up groups in Siteimprove for each department depending on the pages that those editors are responsible for maintaining.
Set up the users and match them with the already created groups
Once you have groups, you should create users. If you already have groups created you can easily give users access to their own group. Ideally, most users would have group only access to limit their access to parts of the website that they do not manage.
Make sure Siteimprove uses the correct dictionaries
Define what language is to be used on your website, so the appropriate dictionary for spell checking can be set up. For European customers, you should decide whether to use a British or an American English dictionary. Per default, we check for British English for European customers. If you are a European customer but your organization publishes content in American English, please notify your Customer Success Manager. The default spell checking language for North American customers is American English.
Set up Policies to keep content consistent
Your editors might need direction as to what they should change on the website. This could be different spellings of certain words, filling out an empty H1 header, updating documents that are older than 3 years, translating pages, and other regular maintenance tasks. You as an Account Owner/Administrator, you can create Policies to guide editors in appropriate website maintenance.
- Learn more about common Siteimprove Policies
- Learn more about Siteimprove Policy Library
- Learn about how to create your own Policy
- Learn more about Siteimprove Policy and CSS Selectors
Make sure that your categorization of responsibilities in Accessibility is correct for your organization
In Accessibility, you will find that you can set the responsibility for individual guidelines and errors. For example, the error “Link refers to a non-existing element” is categorized by us as something that an editor can address. Maybe your editors cannot change this in your content management system and only your web developers can fix it. You should then categorize this error as a Developer error, so that it does not pop up for your editors, but for your developers instead.
Set up custom issue reports for your users
When your editors get reports sent to their inbox each time a crawl is completed, they will be reminded that they need to work on the errors on their web pages.