Tutorial: Setting site-level and user-level content templates

You want to streamline the work for your editorial team, which consists of writers and one photographer. To save time for your writing team, you want to create a new content type for them called Story that has fields relevant to their use case, like a headline, a subheadline, a lead, a body field, and a tag field.

You then want to set up a site-level content template for the headline field that autopopulates with Feature Review: and one for the subheadline field that autopopulates with TL;DR:; however, you also want to streamline the operations for your photographer, so you set up a user-level content template for them for the out-of-the-box Image content type, specifically for the caption field, that says In this image:. This helps you enforce your style guidelines while also speeding up the photographer's work since a field is partially filled out for them.

Assumptions

• You have access to the Admin area in Brightspot .
• You have the Image content type available in your environment.

Create an editorial content type called Story for your team of writers. You will add a number of fields to it that your writers can use to meet your requirements.

1. Click menu > Admin > Content Types.
2. In the Name field, enter Story as a name for this content type.
3. From the Sites list, select All Sites.
4. In the Icon field, enter mono_stories. This value corresponds with an icon in Google's material icon library and automatically pulls it into Brightspot.
5. Under Items, do the following:
   
   1. Click add_circle_outline and select Text Field.
      
      1. Under Name, enter Headline.
      2. Under the Advanced cluster, toggle on Required.
   2. Click add_circle_outline and select Text Field.
      
      1. Under Name, enter Subheadline.
   3. Click add_circle_outline and select Reference Field.
      
      1. Under Name, enter Lead.
      2. Under Types, select Image.
   4. Click add_circle_outline and select Rich Text Field.
      
      1. Under Name, enter Body.
   5. Click add_circle_outline and select Reference Field.
      
      1. Under Name, enter Tag.
      2. Under Types, enter Tag.
6. Click Save.

You have now created a content type called Story that your writers can use to create content. In the next step, you will create and apply a content template to it to save them time.

Now that you have created the Story content type, you want to save editors additional time by creating a site-wide content template for it.

1. Click menu > Admin > Content Templates.
2. In the Name field, enter Story Template.
3. Under Sites, click add_circle_outline.
4. From the Sites list, select All Sites. This means that the template is applied to all sites within Brightspot.
5. Enter a description of this template in the Description field, such as the purpose of the template or when to use it.
6. From the Template list, select Story to apply the content template to the content type you created in step 1 of this tutorial. Brightspot then lists the fields you created for the content type.
7. Enter text that autopopulates the content edit page as follows:
   
   1. Headline:Feature review:
   2. Subheadline:TL;DR:
8. Click Save.

You have now created a site-level content template called Story Template that your writers can use to create content. In the next step, you will verify that applying the Story Template content template autopopulates the content within the Story content type.

Now that you have created the Story content type and the Story Template content template, you will verify whether it is working properly.

1. In the header, click add.
2. From the Create list, select Story.
3. Verify that the text in the Headline and Subheadline fields are autopopulated.

Now that you have verified that the content template is working, the next step is to create a content template for an existing content type that you will associate to an individual user.

Now that you have verified whether the Story content template is working properly, you will create a content template for the Image content type that your photographer can use. Since the Image content type is available out-of-the-box, you do not need to create it.

1. Click menu > Admin > Content Templates.
2. In the Name field, enter Image Template.
3. Under Sites, click add_circle_outline.
4. From the Sites list, select All Sites. This means that the template is applied to all sites within Brightspot.
5. Enter a description of this template in the Description field, such as the purpose of the template or when to use it.
6. From the Template list, select Image. Brightspot then lists the fields for the content type.
7. In the Caption field, type In this image:.
8. Click Save.

Now that you have created an image template, you are going to use this template by applying it to your photographer user; however, first, you must create the photographer user.

Now that you have created an Image Template template, create a photographer user so that you can apply the template to your photographer.

1. Click menu > Admin > Users & Roles.
2. In the Users widget, click New Tool User.
3. In the Name field, enter Photographer User.

Now you can assign Image Template to the newly created photographer user.

1. Click menu > Admin > Users & Roles.
2. Under Users, select the user to whom you want to assign the content template.
3. Expand CMS > Content Templates.
4. Under Content Templates, click add_circle_outline.
5. From the Content Template list, select Image Template.
6. Click Save.

Referring to the previous image—

• The content template Image Template is applied to the Photographer User.

You have now associated Image Template to your photographer. In the next step, you will verify that Brightspot is properly applying the template to the user.

Now that you have applied Image Template to the photographer user, you can verify whether Image Template is working properly.

1. Impersonate the photographer user by doing the following:
   
   1. Click menu > Admin > Users & Roles.
   2. Search for and open the photographer user you created in step 5.
   3. Click more_horiz > Impersonate This Tool User. Brightspot navigates you to the dashboard as the impersonated user.
2. In the header, click add.
3. From the Create list, select Image.
4. Verify that the text in the Caption field value is autopopulated with In this image: .

You now have verified that Image Template is being properly applied at a user level for the photographer user; however, you must now verify that the template is not being applied to the Image content type for anyone else.

1. In the banner at the top of the screen, click Stop Impersonating. Brightspot navigates you to the dashboard as the user you are signed in as.
2. In the header, click add.
3. From the Create list, select Image.
4. Verify that the text in the Caption field value is not autopopulated with In this image:

You now have verified that Image Template is being properly applied at a user level for the photographer user, but not for any other user.

As a result of this tutorial, you now have a new content type called Story that will serve your writers and expedite their work since a content template that partially fills in two fields for them has been applied. Additionally, you have expedited the work of your photographer user since a content template that partially fills in one field for the Image content type has been individually applied to them. You have verified that this template applies only to the photographer's instance of the Image content edit page, and as such, you can enforce your style for the photographer, but not limit other users who may also need to create images.