After you have logged into your site, you will see a blue and a pale green bar added to the top of the page. These bars are referred to as "the
Ribbon".
The Ribbon holds all of the controls and items you will need to make updates to your website.
The blue bar will show information such as
- Your username in the top right corner after your login
- If a page that you are viewing has been checked out to you or another editor
- The
Site Actions gear button
, which is used for a large variety of editing tasks
You will use the Site Actions gear frequently when making updates to your site.
Let's review the actions available.
Site Actions Gear Options
- Show Ribbon (or Hide Ribbon)
- This will show or hide the tabs in the green bar of the Ribbon. When the Ribbon is shown, you will see the Browse, Page, and Publish tabs. These tabs are critical to the editing process, so the Ribbon should remain shown.
- Shared with…
-
Do not use this action - This option controls permissions for the page you are viewing. Permissions on who can see or edit a page are controlled via easily managed groups. Using the "Shared with..." option can quickly destroy site permissions and cause errors and confusion. If you have questions about permissions or who can access your pages, please contact your Project Manager or
Tyler Technologies support.
- Edit page
- Start editing the page you are currently viewing. This will allow you to make content changes, add photos, and link to other pages or documents. Learn more about
editing pages.
- Add a page
- Create a new page in the area of the site that you are currently viewing. Learn more about
adding new pages.
- Add an app
-
Do not use this action - Creates a new folder or list in this section of the site. It is not recommended to make new items using this method. See our guides on
creating folders and
setting up lists.
- Site contents
- Display all the folders and lists in the area of the site that you are currently viewing. We frequently use this action to upload new documents or images, and to make updates to lists.
- Design Manager
-
Do not use this action - Controls some of the aspects of the design your site is using. We have worked with you to carefully craft a design for your site. Making modifications with this action can break your site design and layouts. If you would like updates made to your site's design please contact your Project Manager or
Tyler Technologies support.
- Site settings
- View the different settings for your site. This action is mainly used to update the navigation of your site. We recommend avoiding making changes to any other settings available here.
As your manage your site, you will find yourself accessing this Site Actions gear menu frequently.