Working with Roles
The instructions on this page explain all the activities relating to creating, editing and managing Roles.
For instructions on assigning Roles to Pages or objects for the Review and Approval workflows, see: Set Approval Roles and Users.
Create a Role
To create a Role:
1. In your Evolve Site, browse to the Roles administration page
2. In the page menu, click Grid
3. Click the Add CW Role button
4. In the pop-up dialog, enter the Name of the Role
5. Click Create
The Role is created.
Add Users to a Role
To add Users to a Role:
1. In your Evolve Site, browse to the Roles administration page
2. Click the Role you want to add Users to
The Role page is displayed
3. Click the Edit button
4. In the page sub-menu, click Users
5. Click the Associate button at the top-right of the Users (are in this role) box
6. Click inside the text box, or start typing the name of the User you want to add
7. Select the User from the list
The User appears in the box
8. Click the Save button.
9. In the pop-out Changes window, click the Submit changes button.
The User is added to the Role.
Specify which Site pages a members of a Role can view
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You can link Roles to any Index Page, Object Page, Object Page View or built-in Administration Page in your Site. Once you link a Role to a page, members of the Role are only able to view the pages they are linked to. If a Role is not linked to any pages, they can view all pages in the Site. |
To specify which Site pages members of a Role can see:
1. In your Evolve Site, browse to the Roles administration page
2. Click the Role you want to edit
The Role page is displayed
3. Click the Edit button
4. In the page sub-menu, click See Views
5. The page lists all the pages in the Site members of the Role can view
6. Click the Associate button at the top-right of the CW View (owner) box
7. Click inside the text box, or start typing the name of the page you want Role members to be able to view
8. Select the page from the list
The page appears in the box
9. Click the Save button
10. In the pop-out Changes window, click the Submit changes button.
The page is added to the list of pages Role members can view.
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You can also edit the links between pages and Roles using the grid on the built-in Governance Administration Page. To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is owned by) association. |
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IMPORTANT: After assigning pages to a role you must Save & Deploy your Evolve site. |
Set which pages appear on Role members' home pages
You can specify which pages appear on the Evolve Site home page - and Home menu - for members of a Role.
To specify the home page links for a Role:
1. In your Evolve Site, browse to the Roles administration page
`2. Click the Role you want to edit
The Role page is displayed
3. Click the Edit button
4. In the page sub-menu, click Has Views on Home
5. The page lists all the pages which will appear on the Role members' home pages
6. Click the Associate button at the top-right of the CW View (has on a menu) box
7. Click inside the text box, or start typing the name of the page you want to appear on the home page
8. Select the page from the list
The page appears in the box
9. Click the Save button
10. In the pop-out Changes window, click the Submit changes button.
A link to the page will now appear on all home pages for members of that Role, as well as a link in the Home menu.
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You can also configure home page links for a Role using the grid on the built-in Governance Administration Page. To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is on the menu of) association. |
Customizing Your Site
Customizing Your Site
Customization Explained
Customization Explained
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This page explains how to do basic customization of your Evolve Site. It does not cover more advanced topics such as how to create themes, or how to create custom layouts and behaviors. If you are interested in bespoke customization, please speak with your Account Manager. |
There are several ways you can customize Evolve.
You can:
oChange the logos of the top-level Evolve Site, or on your individual model Sites
oUse custom images for your Sites on the multi-sites page
oUse custom menu icons for pages in your Site.
In addition, some layouts or behaviors used in Evolve may also require some tasks that fall under the banner of customization in order to work - for example using the External Picture layout requires uploading images to a Custom Site folder.
Custom Sites
Most Evolve customizations, and some built-in layouts or behaviors, require that you publish your Site as a Custom Site. What this means is that you create a Custom Site folder on your Evolve web server, where you can store any CSS, images or other files you may need, and then ensure you reference this folder on your Deployment node settings before publishing your Site.
Depending on the particular customization, or the specific layout or behavior you plan to use, there may be special requirements for additional folders in this Custom Site folder structure. The help explaining those elements will detail any such requirements.
To create and use a basic Custom Site folder:
1. On your Evolve server, browse to <your-evolve-install-path>/Site/bin/webDesigner/custom/
2. Create a new folder
The folder name must not have any special characters or spaces
3. In your new folder, create a sub-folder and name it 'images'
4. When you Publish your Site, ensure you select the folder in the Deploy Custom Site setting on the Deployment node
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If Evolve Designer was already running when you created the new folders, close it and re-open it again for it to be able to see the new folder exists. |
Basic Customization
Basic Customization