Matrix CMS - How to Edit a Webpage

Login Procedure

1. Go to the URL of the site you want to edit.
   Example: https://conferences.uillinois.edu.
2. In the address bar of your web browser, add "/_edit" to the end of the URL.
   Example: https://conferences.uillinois.edu/_edit.
3. On the Matrix CMS login screen, select the UOI SSO Login button.
4. Authenticate using your NetID and password.

You have now successfully logged into Matrix.

Locating a Webpage in the Asset Tree

After logging into Matrix, you will see the asset tree on the left side of your screen. The folder for the site you entered the URL for in the step above should be highlighted and expanded. For the purposes of these instructions, we are using conferences.uillinois.edu, with will display as follows:

• PROD - conferences.uillinois.edu
  • conferences.uillinois.edu
  • Site Management
  • Site Configuration

The first bullet point above is the folder, which will be denoted by a folder icon in Matrix, and the three nested bullets beneath are the assets within that folder. The first asset within the folder will always be the URL for the site. Expand that asset by select selecting the arrow to the left of the asset name. Once expanded, you will see a list of the webpages and sections that exist within the site.

Editing a Webpage

1. Locate the page you want to edit and then right-click the asset to produce the menu.
2. From the asset menu, select Details.
3. Near the center of your screen, look for the Change status dropdown menu and select Start Safe Editing.
4. Select the green Save button at the top right of your screen.
5. Now that you are in editing mode for the page, select Content from tab menu bar.
6. Select the Edit button at the top right of your screen, which will lock the page and allow you to edit the content.
7. Locate the content you want to edit in the by scrolling through the preview window in the center of your screen.
   Important Note: you should limit your edits to textual content unless you have received training from System Offices Shared Services on how to use the more advanced functions of Matrix CMS.
8. After completing your edits, select the green Save button at the top right of your screen.
9. To send your edits for approval to be published, select the Draft icon next to the Save button and then select Apply for Approval.
10. Type a brief comment explaining the edits you made.
11. Select the Apply change now button to submit this edit for approval. 

System Offices Shared Services will act upon your edit request within one business day and will reach out to you directly if there are any questions about the edits. You will be notified via email once the edit has been approved.