Get an overview of how to navigate the platform, create content, and start building your site with confidence. This guide covers the essential tools and features to help you get started smoothly.
For detailed step-by-step instructions, check out the User Guide.
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If you haven’t already, request a new site to get started. Once your site is created and you receive a URL, you can log into your development site by adding /cas to the end of your site’s URL and logging in with your NetID. This will reveal two toolbars at the top of the page, giving you access to editing tools. While the login process is the same as with legacy Drupal 7 sites, the new YaleSites platform offers an updated editing experience and features.
Once logged in you’ll see your new site and two toolbars at the top. The top toolbar offers site-wide settings, including options for managing content, settings, users, and reports. The second toolbar provides page-specific actions, which appear when you’re viewing a content type. This section will introduce you to both toolbars, helping you navigate and manage your site efficiently.
The top toolbar contains all of your site-wide-specific settings. These settings are categorized as Content, Settings, People, and Reports. You can also click the Yale icon to return to your assigned homepage. Reference the Site-wide Settings to learn more.
The content section of the top admin toolbar contains all of the primary actions related to creating and managing content on your YaleSite.
The Settings section lets you customize key aspects of your YaleSite. You can configure site-wide alerts (e.g., announcements or emergencies), manage essential site settings like your homepage or analytics, and choose between Basic or Mega footer options to control branding and layout. You’ll also find tools to manage redirects, ensuring a smooth user experience across your site.
Alert settings allow you to create site-wide alerts for your site, including alert types such as Announcement, Marketing, or Emergency. They can be found under the top admin bar under settings > Alert Settings.
The people section allows you to add new platform users to your YaleSite which gives them the ability to edit and create content. This is not a profile or directory feature.
The content section of the top admin toolbar contains all of the primary actions related to creating and managing content on your YaleSite. Here, you can:
In settings, you will find all of the setting configurations that you can customize on your YaleSite.
YaleSites site-wide alert settings.
Alert settings allow you to create site-wide alerts for your site, including alert types such as Announcement, Marketing, or Emergency. You can only have one active alert at a time, so make sure it is relevant and important to your users.
Site Settings contain many specific and customized settings that you may want to look at, including assigning your homepage, Google Analytics verification, and a fallback teaser image for your content, to name a few.
Footer settings allow you to choose between the Basic footer or the Mega footer. The Basic footer contains general Yale branding and social media links. The Mega footer provides advanced features for representing organizational branding, including:
The redirect page enables you to view and manage all the redirects on your YaleSite. You can edit the details of each redirect, such as the starting URL, the new redirect extension, the status code, and the ability to delete any unnecessary redirects.
The people section allows you to add new users to your YaleSite which gives them the ability to edit and create content. If your user is Yale affiliated, select Add CAS user(s) and add their NetID in the “CAS Username(s)” input field.
The second toolbar appears just below the top toolbar and provides actions related to the specific content you’re viewing or editing. When building your site, you’ll primarily use Manage Settings and Edit Layout and Content to configure and structure individual pieces of content.
Layout Builder lets you create sections and add content blocks—while previewing your page in real time.
The Manage Settings menu on the right lets you control options like menu placement, metadata, CAS access, and more.
Adding a content block requires several text inputs and specific settings based on the block’s content requirements. Certain input fields are mandatory depending on the visual and content demands. Additionally, input fields may have recommended or hard maximum character limits. Furthermore, blocks can have design options that allow you to modify their visuals. For example, the wrapped text block provides design options for image position (left and right) and image style (inline and offset).
To view your page’s content in a more condensed manner, go to the second admin toolbar and, under Display Options, toggle Preview Content. This will enable you to see only the administrative labels of your blocks and drag and drop them in a more condensed view with less scrolling on your page.
Use the Edit Content and Layout admin action to build pages with the Layout Builder. Add and arrange content blocks to create custom layouts.
Under the Manage Settings admin action, set options like teaser text, taxonomy, and menu placement to help organize and optimize your content.
Also, look for Editoria11y in the bottom-right corner of the page. It flags potential accessibility issues and offers quick tips for fixes. A checkmark means no issues were found. While not a replacement for full audits, Editoria11y helps keep your content accessible.
Organizing your site’s navigation helps visitors find what they need quickly and easily. You can add pages to menus from the Edit Page window by toggling “Provide a menu link” in Menu Settings, then choosing a Parent Link like Main navigation.
To adjust your overall menu structure, go to Site-wide Settings > Content > Manage Main Menu and drag items into place.
Choose between two menu styles—Basic and Mega Menu—under Theme Settings > Navigation Type. The Basic style works well for small menus, while the Mega Menu supports multiple levels and columns, with optional landing pages for top sections.
Watch the video on menu structure to see how it all works.
Help you understand how the YaleSites menus work and ensure your users can easily navigate your YaleSite.
Use Theme Settings to customize your YaleSite’s look and feel—from selecting a color palette and assigning color slots to adjusting navigation style and position. You can also fine-tune the design of buttons, headers, and footers to match your brand and ensure a cohesive visual experience.
Keeping your site up to date is key to maintaining relevance and trust. In this section, you’ll learn how to manage and edit existing content, add new pages, and keep your menus organized as your site evolves. We’ll also cover best practices for reviewing, updating, and unpublishing content to ensure your site stays fresh and accurate over time.
View the resource Regular Web Auditing and Maintenance
The YaleSites team is here to support your digital experience efforts: