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Frequently Asked Questions

Logging In and User SettingsLink to this section

  • How do I log in?

    Use the DirectEdit link to log in to Omni CMS. This link appears on every page of your website, usually disguised as the "Last Updated" date or copyright symbol at the bottom of the page. Click this link to log in to Omni CMS and directly edit that page.

    See Logging In.

  • How do I change my password?

    Your password is set in your user settings.* To access your user settings, click your user profile (name and icon) in the Main menu and click Settings.

    If you've forgotten your password, reset it from the main log-in screen.

    The log-in screen shows a field for name and password with a "Reset Password" link.

    *If your institution uses a single sign-on service for authentication, such as CAS, LDAP, or Shibboleth, then your password must be changed through that system.

    See Logging In.

  • How do I know what user level I am?

    To view your user level, click your user profile (name and icon) in the Main menu and click Settings > Restrictions.

    See Users.

  • Why am I getting a connection error saying Omni CMS pages can't be displayed?

    For our software as a service (SaaS) customers, we've made changes to secure communications between Omni CMS and the web browser. We've deprecated Transport Layer Security (TLS) 1.0/1.1 to defend against potential security weaknesses. This includes Omni CMS Search.

    None of our officially supported browsers are affected by this change. Omni CMS users with older browsers may have a connection issue. If you are experiencing issues, try switching to an updated version of your web browser.

 Making and Editing PagesLink to this section

  • How do I make a new page?
    1. Navigate to Content > Pages.
    2. Click +New.
    3. Click a template or layout to select the type of page to create.
    4. In the "New Page" box, enter the required information.
    5. Click Create.

    See Create a New Page.

  • Why aren't my images showing up on the page?

    Publish newly-uploaded images to make them visible on pages.

    See Images.

  • Can I edit images for gallery assets?

    Edit images before uploading them to the image gallery asset. The asset uploads images directly from your computer to the live website with no editing options.

    See Image Gallery Assets.

  • How do I edit page parameters?
    1. Check out the page.
    2. In the page actions toolbar, click Properties > Parameters.
    3. Edit the fields.
    4. Click Save.

    See Page Parameters.

  • How do I add an image or video to a page?
    1. While editing a page, click the Insert/Edit Image Insert/Edit Image icon or Insert/Edit Media Insert/Edit Media icon icon in the What You See Is What You Get (WYSIWYG) toolbar.
    2. Use the file chooser File Chooser to pick the image or video you want to add, or paste the video URL in the "Source" field.

    See Insert/Edit Image or Insert/Edit Media.
  • How do I embed a third-party widget (such as a Twitter feed) on a page?
    1. Check out the page.
    2. Click to open an editable region.
    3. Click the Source Code Source Code icon icon.
    4. Paste the third-party embed code into the page source code, where you want it to display on the page.
    5. Click Save.
    6. Click Publish.

    To place the feed on multiple pages, create a source code asset containing the embed code.

    See Embedding a Widget or Feed.

  • I was working on a page and my computer crashed/I got logged out and I lost my work!

    Click the Restore Last Draft Restore Last Draft icon icon to restore changes made in the past twenty minutes.

    See Toolbar Options.

  • How do I link to another page or PDF?
    1. While editing a page, highlight the text you want to turn into a link.
    2. Click the Insert/Edit Link Insert/Edit Link icon icon in the What You See Is What You Get (WYSIWYG) toolbar.
    3. Use the file chooser File Chooser to pick the page or document you want to link to, or paste the page URL in the "Source" field.

    See Insert/Edit Link.

  • Where can I view all broken links?

    Click Reports > Required Actions. The broken pages report shows all links, in content you have access to, that require fixing.

    See Broken Pages Report.

  • How do I publish a page?

    There are two ways to publish pages, as follows:

    • Navigate to Content > Pages.
    • Click the More Actions More Actions menu menu for a page.
    • Click Publish > Publish.


    • While viewing or editing a page, click Publish.


    If you don't have permission to publish, you'll see the Submit button instead. This means you have to submit the page to another user for approval, and they can choose to publish it.

    See Publish.

  • How do I delete/recycle a page?
    1. Navigate to Content > Pages, locate the page you want to get rid of.
    2. Click the More Actions More Actions menu menu for the page.
    3. Click File Move to Recycle Bin.

    If dependency manager is turned on, you'll see a list of pages that link to the page you want to recycle. These pages will have broken links once your page is removed. Click Move to Recycle Bin to confirm the recycle.

    Recycled pages can either be restored or permanently deleted from the recycle bin.

    Deleting a folder with files inside permanently deletes those files. We recommend first recycling the files, and then deleting the empty folder.

    By default, only users levels 8 through 10 can recycle pages, though other users can be granted permission.

    See Recycle.

  • How do I restore deleted items?
    1. If you have access, navigate to Content > Recycle Bin. 
    2. Click the More Actions More Actions menu menu for the file.
    3. Click Restore.

    If you need to restore a page that was deleted from the production server but still exists on the staging server, republish the page.

    See Recycle.

Using Templates and Melody LayoutsLink to this section

Gadgets and Reusable ContentLink to this section

  • Why can I only see some gadgets sometimes?

    Some gadgets are context-specific, meaning they only appear when viewing a page or inside an editable region. For example, the YouTube Gadget, which quickly finds and inserts a video from YouTube onto a page, can only be used while editing a page created from a template, and therefore does not need to appear in any other situation.

    See Gadgets.

  • How do I add a new offering, module, or gadget?

    All offerings, modules and gadgets are available under Add-Ons > Marketplace. Users can request that offering or modules and gadgets be added, while administrators can directly add gadgets, or contact our sales team about purchasing offerings or modules.

    See Marketplace.

  • What is the difference between assets, snippets, and components?

    Each of these are a different kind of reusable content.

    • Assets are managed from one central location and added onto pages; when the original asset is changed, those edits are reflected on every page containing the asset as well.
    • Snippets are pre-written code blocks that are inserted into pages and become part of the page, and do not change when the original snippet does.
    • Components are forms that are placed on pages; when a content editor fills out the form fields, that content is placed in the component source code to be displayed on the page.

    See Assets.

    See Snippets.

    See Components.

Access and WorkflowLink to this section

  • Where do I view my workflow?

    Your workflow is the pages that are submitted to you for approval or that you submitted to another user. View your workflow from Dashboard > Workflow.

    See Workflow.

  • What is recursive modification?

    If you choose to recursively modify the settings for a folder, those settings are also applied to every file currently existing inside the folder, as well as any created in the future. Otherwise, the settings only affect new files.

    See Recursive Modification.

  • How do I create a new user?
    1. Navigate to Setup > Users.
    2. Click +New.
    3. Fill out the required fields.
    4. Click Create.

    Only level 10 users can create new users.

    See Users.

  • How do I decide who can edit pages and folders?
    1. Navigate to Content > Pages.
    2. Click the More Actions More Actions menu menu for the page or folder.
    3. Click Edit Access
    4. In the "Access Settings" box, click the "Access Group" dropdown to select the group of users that will have access to the page or folder.
    5. Click Save.

    Only users levels 8, 9, and 10 can modify the access settings for pages and folders.

    See Page, Folder, and Site Access Settings.

Instinct PersonalizationLink to this section

Omni CMS UpdatesLink to this section

Omni CMS and PendoLink to this section

Not seeing an answer to your question? Try our Learn Omni CMS or Troubleshooting sections.