Creating and Sharing Pages in Happeo
This article is about utilizing Happeo's Pages feature to create customizable Pages that present curated information, integrations, and resources within your organization. It highlights the structure of Page Groups and Pages, including nested navigation and layouts. The article also discusses the process of building Pages using Sections and Widgets, creating Page Groups from templates, and sharing published Pages with specific audiences while managing permissions effectively.
Pages and page groups
Pages in Happeo are customizable websites you can use to present curated information, integrations, and resources to your entire organization or selected Google groups or individuals.
Pages are grouped into Page Groups creating a kind of microsite experience within Happeo featuring a nested, tabbed navigation structure between associated Pages.
Users can access Page Groups and Pages they are given permission to see through the Pages menu in the global navigation or by using the global Happeo Search. Typically, a Page Group and its Pages are associated with a specific topic, initiative, business unit, or audience.
Page Groups can have up to three levels of nested Subpages, and internal (within Happeo) and external links can be added to the Group’s navigation alongside Pages.
Build Pages with Sections and Widgets
Page content is organized into various Sections that provide a variety of layout options for the Page content.
Widgets are added to Sections and present the content seen on Pages – there’s a variety of Widgets and each adds different types of content to Page Sections, including:
- Text fields
- Google Drive files
- Google Drive folder contents
- User cards
- Channel content
- And more
Pages work best when acting as a gallery or dashboard. Look to link to or embed files and resources and try to avoid directly adding documentation to a Page to make it easier for process and for documentation owners to maintain their content without having to own or maintain Pages.
Page and Page Group creation
Page Group Editors and Admins can create new Pages in existing Page Groups. Only Admins and users given Page Group-creation rights are able to create Page Groups. When building a new Page Group, you can either start from a blank Page Group or use a Page Group Template.
By using Happeo’s included Group templates, content creators can follow best practices and get off to a much faster start while keeping everything consistent and then brand them with their own style using a Page Group Style Template.
It’s also possible to copy existing Pages and save a Page Group as a template for others to use. This can be an excellent time-saver!
Sharing and publishing a Page Group
Once your Page Groups and Pages are built, you need to publish and share them with their target audiences so users can view the Pages – otherwise, they are only visible to Page Owners, Editors, Authors, and Admins.
A Page Group can be shared with specific individuals, Google groups, or your entire organization. Users are given either Editor, Viewer or no permissions. If needed, you can override permissions on a Page-by-Page basis.
For more information about permissions, please see this article.
Consider using Google Groups as much as possible, where applicable, for segmented permissions to save yourself the time of managing permissions across individual users – just remember to keep your Groups up to date!