Background
This article serves as a guide to navigating your Ondexx instance. After reading this article, you will know how to:
- Log into your Ondexx instance
- Navigate to your Ondexx site
- Access your user profile and layout settings
- Navigate around your Ondexx site
- Search for pages and information using the search bar
- Understand your pages, and leverage page actions
How to login to Ondexx
Ondexx has two different ways to login: Single Sign-On (or SSO) and Forms-based authentication. Most accounts will use only one of these forms of authentication, though certain users may have access to both.
After logging in, you will be taken to the instance Dashboard if you have access to multiple sites, or to the Site Home Page if you have access to only one site.
Single Sign-On
Single Sign-On allows a user to securely log on to Ondexx using the same system used by their organization. Depending on how your organization is set up, this could be your email address, or SAML Name ID (formerly called “Employee ID”).
To log in with SSO, click the Single Sign-On button. You may be prompted to log in to your company’s internal access system, after which you will be logged in to your Ondexx account.
Forms-based authentication
Forms-based authentication consists of a username and password tied to your Ondexx account. If you use forms-based authentication, simply enter your username and password and click Sign In.
In the event you have forgotten your username or password, click “Forgot Username or Password?” and enter the email address associated with your account. More information can be found here: How do I change my password?
Navigating the instance
Navigating to a site
Ondexx instances are made up of different Sites for different types of content, or different business units. If you have access to multiple sites, you will be able to navigate between them.
To navigate to a site, click the Sites dropdown, and select the site to which you’d like to navigate. This can be done at any time, on any page, anywhere in the instance.
If you have access to a site’s File Manager, you can navigate to it directly from anywhere in the instance as well. Simply click the Files dropdown, and select the site of which you’d like to view the File Manager.
Navigating user menus
The user dropdown allows one to access user-specific menus and settings:
- Edit Profile will open the User Profile, where your account’s information can be viewed and updated
- Notification Settings opens the User Profile to the Notification Settings section. For more information, please see this related article: Updating Email Notification Preferences
- Annotations will open a menu with a list of all of your annotations across the instance
- Sign-off will open a menu with a list of any pages that are awaiting your sign-off as a part of the Content Sign-off workflow
- Tasks will open a menu with a list of any tasks assigned to or by you as a part of the Task Management workflow
- Layout Settings are options to customize your view while using Ondexx. For more information, please see this related article: Changing Your Layout Settings
Navigating sites
Ondexx instances are made up of Sites, which are individual areas with their own content, settings, and users. Almost all of the work you do in Ondexx will be done inside of sites.
Sites are made with a set structure that is always consistent, using Modules, Chapters, and Pages. This allows content to be logically grouped together. More information on this structure can be found in this article: The Structure of Ondexx Sites
You will most often navigate sites using Ondexx’s powerful search. For more information on using search, please refer to this guide: How to search in Ondexx
The site structure can be navigated manually using the Navigation Bar at the top of the page. Simply click on the relevant Modules and Chapters to find the page you are looking for.
On the home page, widgets will automatically list pages you visited recently, pages you visit often, and the most popular pages in the site. These can be used to quickly navigate to pages you will likely need to visit.
Navigating pages
Pages are one of the most important parts of Ondexx, and is where you will find the content you need to reference in your site. Understanding the layout of a page and the tools available to you will greatly enhance your Ondexx experience
Pages are made of Page Components, which contain the page’s content. These are typically the high-level headings of the page, and will appear as tabs by default. Simply click on the component you would like to view.
The Details button will open the Page Details overlay. This will show the date the page was last updated, along with any other relevant page properties.
The Outline button will toggle the Page Outline, showing the layout of the page including any headings in the page. Click on any section of the page to navigate to it.
How to use Page Actions
Page Actions allow you to interact with the page you are currently viewing, depending on your level of access in the current site. End Users will typically have access to very basic page actions, while Editors will have options related to
- Annotate will open the annotations menu. There, you can create a personal annotation for the page. Depending on your level of access, you may also have access to a Group or Global annotation.
- Bookmark will bookmark the page in Ondexx, accessible from the Bookmarks dropdown.
- Comment will open the Page Activity Log, where you can leave a comment on the page.
- Download will export the page as a PDF or Word document.
- Email will open the Email Messaging menu, where an email with a link to the page can be quickly sent.
- Reports is where several page-based reports can be accessed:
- Activity Log will open the Page Activity Log, changes made to the page are logged and can be reviewed
- Pageview Report will open the Page Access Report for the page, allowing the viewing history of the page to be audited
- Version History will show a list of all previous versions of the page, where they can be reviewed and restored as a draft.