Protegrity CMS Documentation

• created: 09/06/2025
• by: Redonk Marketing
• email: info@redonkmarketing.com

Admin URL: https://protegrity.com/portal-XXXXXX

Use the username and password along with the portal ID provided by your administrator to login.

Once logged in you can see the dashboard. It gives you a quick overview of recent activity. On the left side you can see the Main Navigation which contains a number of links that allow you to manage the content.

Your website's navigation is managed through WordPress menus. Here's how to edit your top navigation:

1. Access the Navigation Menu

From your dashboard, navigate to Appearance → Menus in the left sidebar.

2. Select Your Menu

Select the one you want to edit from the dropdown. Your main navigation is called "Top Menu".

3. Add New Menu Items

To add new items to your menu:

• Look at the left panel for available items (Pages, Posts, Custom Links, Categories)
• Check the boxes next to items you want to add
• Click "Add to Menu"

4. Organize Menu Items

You can:

• Reorder: Drag and drop items to change their order
• Create Sub-menus: Drag items slightly to the right to create dropdown menus
• Edit Labels: Click on any menu item to change its display text
• Remove Items: Click "Remove" on any item you want to delete

5. Save Your Changes

Don't forget to click "Save Menu" when you're finished making changes.

6. Adding Custom Links

To add links to external websites or specific pages:

1. Expand the "Custom Links" section on the left
2. Enter the full URL (including https://)
3. Enter the link text that visitors will see
4. Click "Add to Menu"

Call-to-Action Buttons (CTAs)

In the Menu Settings section, locate "Mega Menu - CTAs"

You'll see three CTA options:

• CTA (1st) - The primary call-to-action button
• CTA (2nd) - The secondary call-to-action button
• CTA (3rd) - The third call-to-action button

For each CTA, you can:

• Enter custom text for the button
• Add a link URL (internal pages or external websites)
• Use the "Select Link" button to choose from existing pages
• Edit or remove links using the pencil and X icons

Top Bar Announcements

The Top Bar appears above your main navigation and is perfect for important announcements, promotions, or quick access links.

Title field: Enter the text you want to display in the announcement bar

CTA field: Add a call-to-action button with custom text and link

Best practices for Top Bar content:

• Keep text concise and impactful
• Include clear call-to-action buttons

Saving your changes

After making any updates to your Mega Menu CTAs or Top Bar:

1. Scroll to the bottom of the page
2. Click "Save Menu" to apply your changes
3. Visit your website to see the updates live

Your website's navigation is managed through WordPress menus. Here's how to edit your top navigation:

1. Access the Navigation Menu

From your dashboard, navigate to Appearance → Menus in the left sidebar.

2. Select Your Menu

Instead of selecting "Top Menu," choose your Footer Menu from the dropdown

Follow the same steps as described above for the Top Menu:

• Add new menu items by selecting pages, custom links, or categories
• Edit existing links using the pencil icon
• Remove links using the X icon
• Drag and drop to reorder menu items

4. Click "Save Menu" when finished

Your website organizes content into different categories to help visitors find the type of information they're looking for. You can easily add new posts or edit existing ones across all content categories.

Your website includes the following content categories:

• Blogs - Regular blog posts and articles
• Case Studies - Customer success stories and project examples
• EBooks - Downloadable electronic books and guides
• Infographics - Visual data presentations and graphics
• Reports - Research reports and industry analyses
• Solution Briefs - Short-form solution overviews
• Videos - Video content and multimedia presentations
• Webinars - Online seminar recordings and live events
• White Papers - In-depth technical and research documents

To create new content:

1. In your WordPress admin dashboard, click Posts in the left sidebar
2. Click Add New at the top of the page
3. Enter your post title in the title field
4. Add your content using the Gutenberg block editor
5. In the Categories section on the right sidebar, select the appropriate category for your content
6. Fill in any additional fields like excerpt, tags, or custom fields if needed
7. Click Publish when ready to make it live, or Save Draft to work on it later

Note: The easiest and most efficient way to create a new post is by duplicating an existing one. This ensures that all the desired Gutenberg blocks and formatting are already in place, saving time and maintaining consistency across your content.

To duplicate a post:

• Go to Posts > All Posts.
• Hover over the post you'd like to copy.
• Click Duplicate.
• Edit the duplicated post with your new content.

To modify existing content:

1. Go to Posts in your WordPress admin
2. Find the post you want to edit in the list
3. Click the post title or hover over it and click Edit
4. Make your changes using the same interface as creating new posts
5. Update the category if needed
6. Click Update to save your changes

Managing Categories

If you need to add new categories or modify existing ones:

• Go to Posts > Categories in your WordPress admin
• Add new categories using the form on the left
• Edit existing categories by clicking on them in the list
• Always assign a clear, descriptive name that visitors will understand

Publishing and Scheduling

You can publish content immediately or schedule it for future publication:

• Publish immediately: Click the Publish button
• Schedule for later: Click Schedule next to the Publish button and select your desired date and time
• Save as draft: Use Save Draft to continue working on content later

Your website uses WordPress's Full Site Editing (FSE) with the Gutenberg block editor, giving you powerful tools to create and customize pages. You also have access to custom "Protegrity Blocks" designed specifically for your website's needs.

Creating and Editing Pages

To create a new page:

1. In your WordPress admin, go to Pages in the left sidebar
2. Click Add New
3. Enter your page title at the top
4. Use the Gutenberg block editor to add content (see block instructions below)
5. Set page settings in the right sidebar (featured image, parent page, etc.)
6. Click Publish when ready or Save draft to continue later

To edit an existing page:

1. Go to Pages in your WordPress admin
2. Find the page you want to edit and click its title or hover and click Edit
3. Make changes using the block editor
4. Click Update to save your changes

Understanding the Gutenberg Block Editor

The Gutenberg editor uses "blocks" as building elements for your content. Each paragraph, image, heading, or custom element is a separate block that you can move, edit, or delete independently.

Basic block operations:

1. Add blocks: Click the + icon anywhere in the editor
2. Move blocks: Use the up/down arrows in the block toolbar or drag and drop
3. Delete blocks: Click the three dots menu in block toolbar and select "Remove"
4. Duplicate blocks: Use the three dots menu and select "Duplicate"

Your Custom Protegrity Blocks

Your website includes custom-designed blocks specifically created for Protegrity's content needs. These appear under "PROTEGRITY BLOCKS" in the block inserter.

Using Custom Blocks

To add a Protegrity block:

1. Click the + icon to open the block inserter
2. Look for the "PROTEGRITY BLOCKS" section
3. Click on the block you want to use
4. The block will be added to your page with default content
5. Customize the content, images, and settings using the block's options
6. Use the right sidebar to adjust block-specific settings

Common block customization options:

• Replace placeholder text with your content
• Upload or select images from your media library
• Adjust colors, fonts, and spacing
• Add links to buttons and clickable elements
• Configure animation or slider settings

Block Management Tips

Organizing your content:

• Use headings to create a clear content hierarchy
• Group related blocks together
• Consider using spacer blocks for better visual separation
• Preview your changes regularly using the "Preview" button

Working with complex layouts:

• Start with simpler blocks and build complexity gradually
• Use the "List View" (outline icon) to see your page structure
• Copy successful block combinations from other pages using the three dots menu

Best practices:

• Always add alt text to images for accessibility
• Keep text concise and scannable
• Test your pages on different screen sizes using the responsive preview
• Use consistent styling across similar content types

Block Patterns and Reusable Blocks

Creating reusable content:

• Select multiple blocks and click "Add to Reusable blocks" to save layouts you'll use again
• Access saved patterns from the block inserter under "Reusable"
• Edit reusable blocks to update them across all pages where they're used

Using block patterns:

• Look for pre-designed layouts in the "Patterns" tab of the block inserter
• These provide starting points for common page sections
• Customize patterns after inserting them to match your content

For additional help, please contact the Redonk team.