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Content Management
Content Management - Guides

Content Management - Guides

Learn how to create, organize, and manage content pages in the portal, with role-based access control.

NOTE
The Guides tab is now located within the Content Management aggregator in the left sidebar menu of the Portal Manager.

All the documentation that you want made publicly available can be managed using Guides.

Guides work as a website development platform, allowing you to freely create content that makes sense to you and your partners.

Creating a new page

Follow the steps below to create a new Guides page for your portal.

Step 1

Click ** ** next to **Pages**. You can also create subpages. Click ** ** next to the name of an existing page and the new page will be created as its "child".

detail of a screen from Guides with list of pages

Step 2

Enter the name of the page. This field is required.

part of the screen with the page name field in the center of the image

Step 3

Select the role that the user must have to view and access the guide. This field is required. Read about role assignment.

part of the guides screen with the role field in the center

Step 4

Create the new page content in the field located below the toolbar. The text must contain at least 3 characters and at most 5 MB.

Step 5

Click SAVE or BACK. If you go back without saving, the changes will be lost.

Step 6

Enable Publish Page for the changes to be published. Steps 5 and 6 are not mandatory. You may publish your page at another time.

Step 7

Click icon representing link to copy the direct link for the created page.

Animation showing sequence to create and publish new page

Identify which pages have not yet been published by looking for image of a cloud with a diagonal line across it next to the page name.

Your page will remain published for as long as Public Page is enabled.

Updates made and saved will be applied to the published page every time you click SAVE. You do not need to publish it again.

NOTE
You can rearrange the order of the pages in the list and also change the hierarchy by turning subpages into pages and vice versa. Just click and drag the page to the desired position.

Role assignment

Role assignment allows you to precisely control who can view and access each guide. With this feature, administrators define specific permissions, ensuring that users only see content relevant to their roles.

Main advantages:

Greater protection for sensitive information and system settings.
Granular customization of permissions according to the needs of each group.
Efficient control over content availability, whether public or restricted.

Roles are configured during the creation/editing of a guide in Portal Manager.

There are two predefined roles in the system:

Authenticated: default role, which allows access to the guide only by authenticated users.
Public: role that allows access to the guide by any user, including unauthenticated users (no login required).

You can also create custom roles defining dedicated permissions for consumption by different audiences (internal, partners, customers, etc.).

To create a custom role, follow the steps below:

Step 1

Access the Settings screen from the left side menu.

Step 2

Select the Roles tab at the top of the screen.

Step 3

Click + NEW ROLE to create a new role.

NOTE
Refer to the documentation on creating new roles.

IMPORTANT

Custom roles require user authentication.

It is possible to associate one or more roles with each guide.

Guides with the "public" role are visible to all users, including unauthenticated users. This visibility automatically extends to all subguides.

Guides with roles other than "public" are visible only to authenticated users who have at least one of the configured roles. This restriction applies to both the guide and its subguides.

Users who do not have any of the configured roles will not be able to view the guide or its subguides.

How role inheritance and visibility between guides work

Subguides automatically inherit the visibility of the main guide and, therefore, do not display the role configuration option.
When moving a main guide inside another guide, it becomes a subguide and automatically starts using the roles of the new parent guide.
When moving a subguide to another main guide, it automatically assumes the roles of the new parent.
When converting a subguide into a main guide, it retains the previous roles, preventing unauthorized access to users without permission.

Editing a page

Regardless of whether the page is published or not, you can always edit it.

Click the page name and then click EDIT.

Deleting a page

To delete a page, click the name of the page, then click image of a trash can .

Alternatively, you can simply unpublish the page. To do this, click the name of the page and then disable Publish Page.

The toolbar is displayed when creating a new page or editing an existing one.

It gives you access to several commands to format and customize your page.

image of the toolbar

Command	Description
Paragraph style	Define formatting style for a paragraph or sentence. Choose from: simple paragraph and three levels of headings.
Source code	View or edit the page in its source code.
Bold	Apply bold formatting to the selected text. The shortcut Ctrl+B can also be used.
Italic	Italicize the selected text. The shortcut Ctrl+I can also be used.
Strikethrough	Apply strikethrough formatting to the selected text. The shortcut Ctrl`Shift`X can also be used.
Code	Mark a word or part of a paragraph as code snippet.
Code block	Mark a paragraph as code snippet. Select the code language from the dropdown menu.
Link	Insert link. Inform the link and click the check mark to save it or the X to cancel.
Bulleted list	Apply bulleted list formatting to the selected text.
Numbered list	Apply numbered list formatting to the selected text.
To-do list	Insert check boxes in front of each line of the selected text.
Image	Open the dialog box to select and upload a file.
Block quote	Apply block quote formatting: it indents the block and marks it with a vertical line to the left side of the text.
Insert table	Determine table size and insert it.
Special characters	Choose a special character and insert it.
Undo and redo	Access the undo and redo commands. The shortcuts Ctrl`Z and Ctrl`Y can also be used.