Content configuration and management

There are various set locations around the system where text content can be placed to provide information for your users. We call these areas content blocks as they are typically a block or box of content rather than a whole page. Some areas in the platform can display multiple content blocks.

Default content

With a new account, there is some default text content already placed in some content blocks. You are welcome to use or change this content as you need.

Create and edit content blocks

1. In the Manage workspace, go to Settings > Content > Content blocks
2. Click on New content block or click on an existing content block
3. Under Content location, choose where you want the content to show; see: Content block locations
4. Add a Title 
5. Edit the content — it can be as long as you need
   
   Tip: you can use merge fields to customise some content blocks.
6. Under 'Role visibility', choose whether this content block is visible to all roles or only some roles
7. In the Visibility toggle drop-down, choose the default state; see: Visibility options
8. Click Save

Format content

To format content you can use Markdown formatting. With Markdown, besides basic formatting (bold, italic, lists, links, etc), images and videos can also be embedded in the content. HTML is not supported.

Role visibility options

When configuring your content blocks, you have the ability to select whether the Content block is visible to all roles or the Content block is visible to some roles. Depending on your selection, only certain users may see your content blocks.

If you select Content block is visible to some roles, a checkbox list will appear wherein you can select your desired roles.

Visibility options

Some content blocks are in a box that can be toggled open/closed. The Visibility options can be set to:

1. Open initially, then closed: on the first visit to the page the content block is on, the box is open. On subsequent visits, the box is closed.
2. Open: the box is open by default on every visit to the page unless the user closes the box, then the user's preference for it being closed is remembered.
3. Closed: the box is closed by default, but can always be toggled open by the user.

Content block locations

For a list of all content block locations, see: Content block locations.

Delete a content block

If you need to remove a content block for any reason, doing so is easy!

1. In the Manage workspace, go to Settings > Content > Content blocks
2. Click the checkbox next to the content block you wish to remove
3. Open the Action drop-down
4. Choose Delete

Video overview