How do I get started with sites?

When you create a site, you begin with a template, which has everything you need to get started.

Templates include the site framework, a default site with sample pages and content, a theme with styling, resources such as images, and even custom components.

When you edit a site, you create a new update or use an existing update. Within an update, you can edit and add content, adjust the style settings, add and delete pages, change page layouts, and organize pages.

Not all steps are required each time you edit the site, but you’ll get an idea of where and when you perform them. You can perform some steps only if your user role allows it. If you create the site, you have the manager role and can perform all the tasks listed. If someone shared a site with you and assigned you the viewer role, for example, you can view site pages, but you can’t make changes.

The home page opens when you first access sites. The home page lists the sites that you created or that were shared with you. The editor opens when you select a site and choose Edit.
  1. Create a website: Just select a template and name the site. The site remains offline until you’re ready to publish it. See How do I create a site?

    The templates must be installed and shared by an administrator before you can use them. If you don’t see any templates, contact your administrator.

  2. Create an update for the site: An update is a named collection of changes to the current base site. Each time you view or edit a site in the editor, you use an update. See How do I use an update?

  3. Open the site in the editor: Use the drag-and-drop editor to add pages and content to your site. See How do I edit a site?

  4. Add pages to the site: Select a pre-defined layout to quickly define the type of page. See How do I add a page?

  5. Add components to a page: Drag-and-drop text, images, documents, and more onto the page. See How do I add content to a page?

  6. Change the content or properties of a component: Fine-tune the spacing, alignment, and other properties for components. See How do I work with styles and formatting?

  7. Optionally switch the layout used for a page: Change the page design on the fly. See How do I change the page layout?

  8. Optionally switch the theme used for the site: Quickly change the look and feel of the entire site. See How do I switch themes?

  9. Set search engine properties: Help search engines find your site to increase traffic. See How do I set search engine properties?

  10. Apply a site update: Update the site with the changes in an update. See How do I publish an update?

  11. Share the site with other team members: Share the site with specified users and assign each of them a role to determine what they can do with the site. See How do I manage sites?

  12. Set site security: Choose to make your published site available to anyone or to registered users only. See How do I change site security?

  13. Make the site online or offline: Make the site publicly available or take it offline so only designated users can access it. See How do I make a site online or offline?