Topics

Multisite


In This Guide

Brightspot CMS is natively multisite. Admins can easily create new websites to meet a wide range of needs, and configure these sites however best suits their organizations.


Creating a site

You can create as many sites as you need with Brightspot. Before you create a site, review the global settings in Settings for the Global site, and try to use as many as the defaults as possible. Using the global settings reduces the maintenance effort on each site’s configuration.

If you are publishing to a localized site, create a site for it instead of publishing to the global site. For example, if you are publishing to a site that renders in French, create a dedicated site for it as described in this section.

To create a site:

  1. Click menu > Admin > Sites & Settings.
  2. In the Sites widget, click New Site. The New Site widget appears.
  3. Using the following table as a reference, enter values for the site.
  4. Click Save.

Copying a site

You can create a new site by copying an existing one. This feature can save you the effort of manually configuring the new site. You can copy a site’s configuration or a site’s configuration and its content.

Note
Copying a large number of items can temporarily degrade your site’s performance. Copy no more than 500 items using the method described in this section.

To copy a site:

  1. Click menu > Admin > Sites & Settings
  2. In the Sites & Settings widget, click the site you want to copy. The Edit Site widget appears.
  3. Under Main, turn on Allow Site Copy. (If you see the message The Site Copier is turned off in Global, ask your Brightspot administrator to enable site copying.)
  4. Click Save.
  5. In the Editorial Toolbar, click settings > Copy This Site. The Copy Site widget appears.
  6. In the Name field, enter the new site’s name.
  7. In the URL field, enter the new site’s URL.
  8. If you want to copy the site’s settings as they appear in the Edit Site widget, turn on Copy Site Settings.
  9. Do one of the following:
    • If you want to retain each copied item’s original timestamps and editors, toggle off Replace Publish Data.
    • If you want to replace the original timestamps and editors with the current timestamp and editor who initiated the site copy, toggle on Replace Publish Data.
  10. Under Configs, mark or clear the items and settings you want to copy.
  11. Click Copy.

Brightspot copies the site, and the new site’s Edit Site widget appears.


Creating site categories

Just as the name implies, site categories allow you to categorize your sites into logical groupings. Site categories can contain actual sites, or they can contain other site categories to provide you with a means to sub-categorize your sites into smaller groupings. This can be helpful when switching between sites: you can filter the sites by category to quickly find the site you need.

See Switching between sites for more information on switching sites and how site categories can be useful.

To create a site category:

  1. Click menu > Admin > Sites & Settings.
  2. Under Site Categories, click New Site Category. The New Site Category widget appears.

    New site category2.png
    New site category content edit form

  3. The Parent field is optional and is only used when creating a sub-site category.
  4. In the Name field, type a name for the category.
  5. In the Sites field, click add_circle_outline. A selection field appears.
  6. Click the selection field, and select sites associated with this category.
  7. Click Save.

In the image above, you see a new site category named "Documentation" is being created. This site category contains two sites, Docs (Developer) and Docs (Product).


Creating a site sub-category

You can also create site categories as sub-categories of existing site categories. This is useful if you have a large number of sites and want a way to categorize them into even smaller groupings.

To create a site sub-category:

  1. Click menu > Admin > Sites & Settings.
  2. Under Site Categories, click New Site Category. The New Site Category widget appears.
    New site sub-category.png
    Creating a site sub-category
  3. Expand the Parent field and select the site category that will serve as the parent of the new site sub-category.
    Note
    You must create the parent site categories before creating the child site categories. If you do not create the parent site categories first, they will not be available in the Parents field for selection.
  4. In the Name field, type a name for the site sub-category.
  5. In the Sites field, click add_circle_outline. A selection field appears.
  6. Click the selection field, and select sites associated with this site sub-category.
  7. Click Save.

In the image above, you can see the name of this new site category is "Brightspot CMS User Guide," and it is nested under the site category named "Documentation." The new site sub-category has three sites associated with it.


Switching between sites from the header

Note
This information has been updated as of Brightspot v.4.5.0.

To switch sites from the header:

  1. In the header, click the current site’s name. The Switch Site widget appears.
    Switch site widget
    Switch site widget
  2. Scroll through the list and select the site to which you want to switch.

To filter the list of available sites:

  1. In the header, click the current site’s name. The Switch Site widget appears.
  2. Choose a method to filter the list of available sites:
    1. Use the Site Search field—Type the first few characters of the site you are looking for in the Site Search field to narrow down the list of available choices.

      Switch site widget search.png
      Site search field in the Switch Site widget

    2. Use the site category filter—Click the arrow in the Site Search field to see a list of site categories and site sub-categories, and then click the name of the site category or site sub-category to see a list of sites contained within them.
      Switch site widget with categories shown.png
      Switch site widget with categories shown
  3. Select the desired site.

Brightspot displays the current page using the settings for the selected site.


Switching sites from the Sites widget

To switch sites from the Sites widget:

  1. Click menu > Admin > Sites & Settings.
  2. In the Sites widget, select the required site.
    Site widget.png
    Site widget

Permissions and multiple sites

You can share items with other sites your company publishes.

Sharing content with other sites

Referring to the previous diagram—

  • You can make the item “Low-Calorie Cakes for Hard-Working Astronauts” available for publication on two sites: Astronomy and Desserts.
  • You can make the item “Triple-Layer Pomegranate Mousse” available for publication on only one site: Desserts.

Because Brightspot organizes editors into roles and sites, when you share an item with a site, you are also sharing it with other editors. If a role has access to site, and that site has access to an item, then all editors associated with that role have access to the item.

Sharing content with other editors

Referring to the previous diagram—

  • Mary is associated with the role Science Writers, and that role is associated with the site Astronomy. Referring to the illustration Sharing content with other sites, Mary can publish the item “Low-Calorie Cakes for Hard-Working Astronauts” to her Astronomy site.
  • Sam is associated with the role Food Writers, and that role is associated with the site Desserts. Sam can publish the items “Low-Calorie Cakes for Hard-Working Astronauts” and “Triple-Layer Pomegranate Mousse” to his site.
  • Adam is a global editor with no role, so he can publish both items to both sites.

You can fine-tune other editors’ access to your items.


Site-specific permissions

Permissions can be configured at the role and role-site levels. For example, if you set permissions for the role Editor, those permissions apply to all sites to which editors have access. In addition, if you have a classified blog at the site Nitroglycerin Recipes, you can assign editors more restrictive permissions for that site.

Site-specific permissions

In the previous diagram —

  • All users with the role Editors can create, modify, and archive articles and images. These permissions apply to all sites to which editors have access: Salad Recipes, Cake Recipes, and Cookie Recipes.
  • All users with the role Editors who are working on the site Nitroglycerin Recipes have read-only access to articles, and have no access to images.

The following illustration provides another example of site-specific permissions.

Site-specific permissions widget

Referring to the previous illustration, when working on the site Nitroglycerin Recipes the role can—

  • Access only Admin → About from the Navigation menu.
  • Unlock at the content level (not at the field level).
  • Create, edit, and archive all content types.

Assigning permissions to content on multiple sites

In a multi-site environment, you can allow other editors to edit and publish the items you create.

To assign permissions to content to other site editors:

  1. Search for and open the item in the content edit page.
  2. Scroll down to the Sites widget. (If you don’t see a Sites widget, contact your Brightspot administrator to determine if you have permissions to the widget or if you are working on a multiple site version.)
  3. From the Owner and Access lists, and using the following table as a reference, select a combination of sites or site categories that provide the required permission to other sites and editors.
  4. Complete your site's workflow and publish the item.

The following table provides example settings for common permissions scenarios.

Owner
Access
Effect
Global
Mary
Sam
NoneNone
  • Find—Yes
  • Edit—Yes
  • Publish—To any site
  • Change owner—Yes
  • Find—No
  • Edit—No
  • Publish—No
  • Change owner—No
  • Find—No
  • Edit—No
  • Publish—No
  • Change owner—No
AstronomyNone
  • Find—Yes
  • Edit—No
  • Publish—To any site
  • Change owner—Yes
  • Find—Yes
  • Edit—Yes
  • Publish—To Astronomy
  • Change owner—Yes
  • Find—No
  • Edit—No
  • Publish—No
  • Change owner—No
AstronomyAll
  • Find—Yes
  • Edit—Yes
  • Publish—To any site
  • Change owner—Yes
  • Find—Yes
  • Edit—Yes
  • Publish—To Astronomy
  • Change owner—Yes
  • Find—Yes
  • Edit—Yes
  • Publish—To Desserts
  • Change owner—No