CMS Setup and Access
Step 1. Log In
To access Lucy, enter ask.lucy.ai into your browser and login to the system. Once you have successfully logged in, you will be brought into your company's instance of Lucy.
Step 2. Access Settings
If you are a Content Admin, you can manage content by clicking the “Setting” button and from there choosing what type of content to manage with the Lucy Content Management (CMS) controls.
Figure 1 - Settings gear icon button.
Note: If you don’t see the Settings icon, you’ll need your Customer Success Manager to grant you Content Admin privileges.
Figure 2 - CMS tab selected on the Settings screen.
Step 3. CMS Subsections
Review the CMS Settings screen as this is where you will find the tools collectively referred to as the Content Management System (CMS) in Lucy. The ‘Manage Section’ and ‘Manage Articles’ controls allow you to create, edit, delete, and organize content in the CMS. Just below, you will also find the ‘Manage Quick Links’, ‘Set Quick Link Filters’, ‘Manage CMS Types’, ‘Rebrand CMS’, and ‘Manage Templates sections’ respectively.
Figure 3 - Manage Quick Links section of Settings.
Step 4. Enabling Access
Users may be assigned to one or more Capability or Community News Sections via Roles. These Sections empower Admins and Content Admins to curate content relevant to users and enable Admins to make sure appropriate access controls are set so only Users who have access can see Sections.
Figure 4 - View of the Assign Community Sections pop-up in the User Roles Settings.