Editor User Interface

The address to log into Episerver is webred.x.y/siteui, where x.y is url to the domain you will work on. Contact the national web editor or somebody with admin-access to get username and password. Please note that you have to be inside the Visma firewall or have VPN to be able to edit in Episerver.

After logging in, choose CMS and Edit to start working with the content. The screenshot is for a user with Admin-access. A Webeditor or Contributor will have fewer options.

Click on the username in the upper right corner to change password and GUI language.

When you start working in Episerver, the main menu will be hidden. You click on the little arrow in the middle of the screen if you want to access it later.

Navigation pane

Open the Navigation pane with the hierarchy icon in the upper left corner. If you want it to stick around, click on the pin icon.

The pages is in a tree with folder and pages that reflects the url-structure of the site. On mouseover you get information about the name of the page, page id and type of template.

In the Search field you could search for pages through the page name and id.

The Three lines icon gives access to creating new pages, copy, cut and paste. You could also move the page out of the hierarchy to Trash.

You are able to add other gadgets to the pane. I suggest that you add Versions. It is showing the latest revisions to the page and who did it.

Go to the cogwheel icon in the upper right part of the pane. Choose Add Gadgets. From the list you choose Versions to add it to the pane. Feel free to test out the other gadgets.

From the same cogwheel icon you could choose to rearrange the order of the gadgets in the pane

If you want to remove a gadget choose the cogwheel in the lower right corner of the gadget.

Tools

To create a new page you could click the + icon in the upper left corner. It is also possible to do this from the navigation pane. It is recommended to do it from there, because it makes it clearer for you where in the hierarchy the new content appear.

You should always check how the content looks on mobile phone and tablet. An easy way to do this while editing, is to use Toggle view setting. Click on the Eye-icon, choose the mobile phone icon and choose a screen size. Always test on a real device after publishing. This is only a preview mode.

The two other view settings are not widely used in Visma yet. It is one for language, for visitor group and projects.

With the Compare icon it is possible to compare two different versions of a page side-by-side. The On-page version will show the content, the All properties version will mark in yellow the places that have been edited.

You could change what version to compare with the pull-down menu.

All changes to the page is auto-saved. When this has happened, a message about when the last auto-save was done will be displayed.

The Options-button changes to a Publish-button.

If you have Admin or WebEditor access, you will be able to publish. With Contributor access you should use Ready to publish to mark that the page is ready for the next step in the work flow.

Schedule for publish is used to set a time and date for publishing the content in the future. Revert to publish removes all the drafted changes and goes back to the version that is live.

The View-button have three options:

  • On-page Editing. The editor is able to edit content directly on the page in all places with rich text editing in the templates. The advantage is that it is easy to edit the most important content and directly see how it impacts the page. More advanced functionality of the template is not available.
  • All properties. You are able to dive into more advanced functionality like adding forms, meta data and template elements. Rich text editing is also available, but it is more difficult to get an impression of how the content looks until you have done a preview.
  • Scorecard view. Scorecard access need to be set for user. A form with quality scoring and communication about it will be available.