Once logged into the backoffice, you will enter the Content section – this is your initial welcome screen.

There are multiple sections (or modules) within Brand Toolbox that allow you to manage different aspects of your site. The Content section allows you to manage the guidelines pages of your site.

Note: Sections may vary from user to user based upon their role. As an editor or writer, for instance, you may only have access to the Content and Media sections. As a brand team administrator, you may also have access to the Users, Members and Newsletter Studio sections.

Section bar

You can navigate between sections using the Section bar on the left-hand side of the screen. As you rollover a section, the name of the section will be revealed. Click a section to navigate to it.

To the right of the section bar is the Tree view which shows the structure of your website. To navigate the tree, click on the black arrows to the left of the tree items which will reveal any sub pages. Clicking on the page name will load that page’s content into the large Content area on the right of the tree view.

Both the Tree view and Content area will vary with content specific to the section and page you are browsing.

The Section bar lists all of the major sections (or modules) of the Brand Toolbox backoffice.

Sections may vary from user to user based upon their role. For instance, as an editor or writer, you may only have access to the Content and Media sections. As a brand team administrator, you may also have access to the Users, Members and Newsletter Studio sections.

You can navigate between sections using the section bar on the left-hand side of the screen. As you rollover a section, the name of the section will be revealed. Click a section to navigate to it.

Each section is described here.

Properties	Description
	Content The Content section allows you to manage and edit the guidelines pages of your site.
	Media All media, including image libraries, asset libraries (e.g. logos, artwork files, office templates, videos, guideline pdfs) and site visuals are stored in the Media section. Media properties and meta data are edited here.
	Users Users include administrators and editors who are administered to manage and edit site content. Users can invite and manage other administrators here.
	Members Members include the registered stakeholders (e.g. Employees, Internal Teams and External Suppliers) who are able to view site content and download images and assets. Member permissions, registration status and profile info can be managed here.
	Newsletter Studio Newsletter Studio allows you to create and send ‘Brand update’ email notifications whenever a new guidelines section is added or amended. The communication can be sent to individual users, select member groups or the entire user database.
	Settings The Settings section is usually only available to the Brand Toolbox Development Team and allows us to reskin and configure your site.
	Developer The Developer section is usually only available to the Brand Toolbox Development Team and is where all framework modules, scripts and code resides.

Each node has an Actions menu, and depending on the node selected, the contents of the Actions menu differs.

To view a particular node’s Actions menu, right-click on the page/node name or option icon (•••).

Below are several examples of different Actions menus...

 

Actions menu items defined...

Create

Click this option to create a child item (node) or page under the selected page. Depending on the page selected, you will have various allowed child node types.

For more information, view the Create, Save and Publish content page.

Delete

Click this option to delete the current page and any contained subpages. Deleted items are moved into the ‘Recycle Bin’ but can be ‘moved’ back into the content tree and republished.

Note: Never empty the Recycle Bin otherwise pages cannot be restored, if errors are made. Note also that the recycle bin is automatically emptied after 30 days.

For more information, view Deleting a page.

Move

Click this option to move the current page and any contained child pages to another location in the content tree. Note that not all Document Types (pages) allow themselves to be copied to other child node types. Attempting to move a page into another page/folder that doesn’t accept that page will be blocked.

For more information, view Moving a page.

Copy

Click this option to copy the current page and any contained subpages to another area of the content tree.

For more information, view Copying a page.

Sort

Click this option to sort the subpages of the current page.

For more information, view Sorting pages.

Rollback

Click this option to rollback to a previous version of the current page. Each time a page is ‘Saved’ or ‘Save and published’, a version of the previous page content is stored in the database, and is available to ‘restore’ via rollback.

Publish

Click this option to publish the current page. Checkbox options are available to publish the current page and all of its subpages, as well as any unpublished subpages.

For more information, view the Create, Save and Publish content page.

Culture and Hostnames

Not currently applicable — This option is available for creating multi-language websites. 

Permissions

Not currently applicable — This is a Developer setting and allows the Brand Toolbox Developer Team to control which actions other users are allowed to make within the backoffice.

Public access

Click this option to change the availability of the current page and any contained subpages. ‘Role based protection’ allows you to make the page available to certain Member groups. For example, you may want to restrict a page to be viewed by the ‘Brand Team’ only.

For more information, view the Changing public access privileges page.

Audit Trail

Click this option to view a page’s action history. The action performed, who performed the action and when the action was performed is recorded every time the page is edited. This is important to log a history of who is making changes to pages, so please don’t share your credentials with others.

Notifications

Click this option if you would like to be notified whenever another editor performs an action on a page that you are the owner/custodian of.

For example, you are a ‘Publisher’ and the owner of a particular section (e.g. the ‘Brand tools’ section). You want to be notified by email whenever an ‘Editor’ or other user completes their changes to your section. To receive the notification whenever another user ‘Sends the Page to Publish’, do the following:

• Check the ‘Send To Publish’ checkbox
• Click Update.

Note that all child nodes of a page marked with a notification will inherit the notification. For more information, view the Workflow notifications and content approval page.

Send to Translation

Not currently applicable — This option is available for creating multi-language websites.

Reload

Choosing this option refreshes the content tree and its child nodes to reflect any new changes. When editing and saving content, the content tree will generally refresh itself. However, if the tree doesn’t refresh or if multiple editors are working on the site (and you want to see their changes loaded into your content tree), you can do this by reloading parts of the content tree.

For more information, view the Tips and tricks page.

Change Document Type

Not currently applicable — This option allows the Brand Toolbox Developer Team to change page template types (layout compositions) as new ones are created.

Create Content Template

Not currently applicable — This option allows the Brand Toolbox Developer Team to create new page template types (layout compositions) as new ones are requested.