Add & Manage Content Elements

This article will show you how to create and manage Content Elements.

Add Content Elements

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

1. Navigate to Content and select the Content Type you would like your item to be under:

2. Select the New button at the top

3. Select your desired Permission Set:

4. Fill in the fields for your content element

   Note: The fields will vary based on the Content Type selected.

5. Select your Categories and add any relevant Tags:

6. Select Save:

7. If needed, change the status of the content on the Workflow tab:

   Note: Workflows can be created for specific content types.

8. If you selected Save and change to Published, configure Notifications:

   • Notify users of modified content item? Choose when to send a notification or to not send one at all

   • Scheduling: Choose to publish immediately after you click Confirm or choose to publish at a later date/time

9. Click Confirm:

Edit Content Element Categories

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

1. Navigate to Content on the left-hand side and select the Content Type that contains the element you wish to update

2. Click on the content element

   Note: Avoid clicking on the element name which will only open an editor box to update the name.

3. Scroll down and select the Categories

4. Click Save:

5. Choose Notifications options and click Confirm

Copy a Content Element

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

1. Navigate to the Content tab and select the relevant Content Type:

2. Click the Actions menu next to the desired element and select Clone:

3. Change any desired fields (will vary by Content Type):

4. Select Save at the top of the page:

5. If needed, change the status of the content on the Workflow tab:

6. If you selected Save and change to Published, configure Notifications:

Delete a Content Element

Who can use this feature?

Owner | Developer | Publisher

1. Select Content on the left-hand side and select the relevant Content Type:

2. Select the Actions (three dots) button on the content element and click Delete:

3. Reply Yes to the pop-up that reads Do you really want to delete the content?