Writer has a new look and new navigation. The new experience is built around Teams (rather than the previous framework around Workspaces). Documents, Styleguide settings, and user permissions are now all managed by Team.
- Dashboard: the new homepage
- Editor: write, edit, and check your content
- Styleguide: view and edit your Suggestions settings, Terms, and Snippets
- Team: manage Team members
- Admin: manage Teams, invite new users, security settings, Portal, Reporting
- User roles and permissions
When you login, you'll see the new Dashboard.
The Dashboard offers quick access to:
1. The four documents that you have edited most recently.
2. A searchable index of all documents you have permission to access. You can (a) filter the document list by team and (b) sort by last edited, last created, or alphabetical title.
3. A list of all teams you belong to. If your organization has only one team or you're a member of only one team, you'll see one team. If you are a member of more than one team, they will all be listed. You can navigate to a Team space by selecting it here, or by using the team drop-down menu at the top left.
4. The team drop-down menu lists all the teams you belong to.
5. You can find the link to your published Portal here. Any user can access this link, but the settings to edit and update your Portal pages are now found under the Admin menu, which can only be accessed by admin users.
Admin settings and your user profile
6. The drop-down menu next to your initials will take you to your profile settings and the apps menu, which is where you can find links to download the
plugins. The gear icon will take you to the Admin menu, where you'll find Team and user management, Portal, Reporting, and SSO and security settings. Only admin users will be able to view or access the Admin menu.
To check content, use the Editor.
To get to the Editor, select one of the Team spaces. You can do this by selecting one of the Team icons in the middle of the Dashboard, or by selecting a Team from the drop-down list at the top right of the Dashboard.
Once you select a Team space, you'll start at the Editor view. If you've never created a document in this Team space, you'll find a blank page. Select New to start a document.
If you have previously created a document in the Team space, you'll see your documents listed by most recently edited. You can edit one of these documents, or you can create a new one by selecting New.
When you create a new document, you'll then be able to write, edit, and score content in the Editor.
In the Editor view, you'll find:
1. Document information. You can edit the document title, which will be “Untitled Document” as the default. You can mark the document as a favorite, to make it easier to find later, by marking the star icon. And you can download or delete or delete the document from the 3 horizontal dots icon.
2. Content area. Write or copy-paste the content you want to check. You can write up to 10,000 words in one document.
3. Suggestions sidebar. Writer's suggestions will appear in the right sidebar, by suggestion category, along with the score.
4. Documents menu. You can search for other documents in the Team space. You can also hide this menu and expand your editing space by selecting the square icon at the top right of the left menu.
Checking content in the Editor follows the same flow as before.
Writer's suggestions appear in the right sidebar, summarized by suggestion category. When you select an issue card (1), the issue in the card is highlighted in the document body (2).
You can: (A) select the suggestion in green to accept an edit, (B) select the trashcan icon to ignore the suggestion, (C) select the 3 horizontal dots to flag the suggestion as wrong. In the 3 dots drop-down menu, admin users will also have the option to add the flagged content to Terms.
You can also hover over an underlined issue to view an inline card, where you have the same options to (A) accept, (B) ignore, or (C) flag a suggestion as wrong, without needing to find the issue in the sidebar.
View and edit Suggestions, Terms, and Snippets in Styleguide
Each Team space has a top menu. When you first navigate to a Team, you'll be in the Editor. To find the settings and configuration for the suggestions Writer makes on your content, select Styleguide.
When you select Styleguide, you'll open a sub-menu where you can access Suggestions, Terms, and Snippets. Suggestions is where you'll find the suggestions settings for each of the Styleguide categories. These settings have not been changed in this update.
You can also navigate to Terms and Snippets.
View and manage Team details from the Team menu
In the Team menu, you'll find the information for the Team, which includes the number of Team members, the number of snippets, and the number terms. The number of active users, suggestions accepted, and words checked are all for the last 30 days. You can also search the list of Team members.
If you are a Team admin user, you can add other users to the Team. You can only add users who have already been invited to your organization from this page. You need to be an organization admin user to add a new user. See user roles and permissions.
Admin menu and settings
Select the gear icon at the top right of your menu bar (1) to navigate to the Admin menu. Only admin users will have access to the Admin menu (2), and only organization admins will have access to the Admin settings (3) within the Admin menu. See user roles and permissions.
The first section you'll find is the Teams section. All Teams in your organization are listed here. You can update the settings for a Team by selecting the 3 horizontal dots.
You can edit the Team name, update the Team admins, and select the Suggestions and Terms to use for the Team. If a Team wants to manage their own Suggestions and Terms, select Use my own. If a Team wants to use another Team's Suggestions or Terms, select from the existing Teams. Only the Team that owns the Suggestions or Terms can edit them.
For example, the Customer Success Team decides to use the Marketing Team's Terms rather than maintain their own Terms. The Customer Success Team will get issues and suggestions from Writer that are based on the Marketing Team's Terms, but they will not be able to edit the Marketing Team's Terms.
When you create a new Team, you'll need to enter a Team name and select the Team admins. The default set up creates new Suggestions and Terms for that Team. You'll need to go to edit the Team details if you want to use another Team's Suggestions or Terms.
Next in the Admin menu, below Teams, you'll find Portal and Reporting. The functionality of Portal and Reporting are both unchanged.
In the Settings section of the Admin menu, you'll find the setting for Account, People, SAML SSO, and Apps. Account settings is where you can update the organization name. SAML SSO is where you can configure your SSO settings.
People is where you'll manage users.
You can search by name or email, and you can view the Teams a user belongs to as well as when they were last online. You can also invite new users or delete users.
When you invite a new user, you'll need to select which Team they'll belong to, as well as a role.
Apps in the Admin settings is where you can control settings for the Chrome extension for all your users. If you need to restrict the websites where your writers can use the Chrome extension, select Only on approved domains and list the domains.
As Writer adds plugins and extensions, any organization-wide settings for those apps will be here.
User roles and permissions
There are 3 user roles: Team member, Team admin, and Organization admin.
A Team member is a user who only needs to check content. They don't need to configure anything in Writer. Team members can view, edit, and check content with the
plugins or in documents for the Team(s) they're members of. They cannot view other Teams' documents. They can view the Suggestions settings, Terms, and Snippets of their Team, but they cannot edit them.
A Team admin is a user who needs to manage the Suggestions, Terms, and Snippets for a Team. They can check content in documents, but they can also edit the Styleguide for the Team. They can manage the members on the team (add or remove), but they can only manage existing users in the organization. They do not have permission to grant new seats. They do have access to Reporting, but only for the Team they are an admin for. They can edit Portal. They cannot access any Admin settings (Account, People, SSO, Apps).
An Organization admin has additional permissions to manage all Teams and Team members, as well as all Admin settings.
When inviting a new user from the People menu in the Admin settings, you can assign them a Team member or Team admin role. To promote their access level to Organization admin, you can edit the user once they appear on the People page.
Welcome to the new Writer!