What's Covered

  • Branding

    Make your site familiar by customising its look and feel to match your brand

  • Site Configuration

    Discover where to set up options, enable new features, & customise your site

  • Site Structure

    Get to know the building blocks of your site and how to manage them with ease

  • Permissions

    Control who can see and do what, to keep everything secure & running smoothly

  • User Management

    How to manage your users and options for onboarding and auto-authentication.

Course Curriculum

  • 1

    Welcome to the course!

    • Welcome to Site Setup & Management

    • How to use this course

    • Before you begin: Share your goals

    • What you’ll learn
  • 2

    Site branding

    • Site login page

    • The default theme

    • Audience based themes

    • Fonts

    • Content editors

    • Check your understanding: Site branding

  • 3

    Site Settings

    • Introduction to site settings

    • User settings

    • Setting audience based start pages

    • Configuring & restricting access

    • Integration with Google analytics

    • Setting the site email address

    • Whitelisting external sources to embed content

    • Session timeouts

    • Activating & deactivating applications

    • Configure & manage connections

    • Bandwidth test

    • Devices overview

    • Check your understanding: Site Settings
  • 4

    Site Structure

    • Key Considerations for site structure

    • Manually create site structure

    • Importing core structure

    • Understand & manage site structure

    • Check your understanding: Site Structure
  • 5

    Permissions Management

    • Introduction to security permissions

    • Using simplified permissions

    • Using advanced permissions

    • Migrating from advanced to simplified permissions

    • Content level permissions

    • Check your understanding: Permissions management

  • 6

    User Data and Profiles

    • Introduction to user data & user groups

    • Manually adding users

    • Importing users via spreadsheet import

    • Setting up user provisioning using SCIM 2.0 via Entra ID (formerly Azure AD)

    • Setting up user provisioning using SCIM 2.0 via Okta

    • Configuring the invitation email

    • Managing a user

    • Understanding the user footprint

    • Manually creating & managing user groups

    • Importing user groups

    • Check your understanding: User data & profiles
  • 7

    Feedback

    • Access further learning

    • Contacting Oak Support

    • We'd love your feedback!