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CMS Editor Documentation

 

TLDR:

The Page Editor lets users visually build and update website pages using modular sections without code. Use Draft Mode to safely make and review changes before publishing. Expect some styling and advanced customization to be controlled by platform guardrails or future enhancements.

1. Key Benefits

  • Visual editing (no code required)

  • Modular page building

  • Safe editing via Draft Mode

  • Faster customer turnaround and site updates

2. Using the Editor

Supported Actions:

  • Creating new page

  • Updating existing pages

  • Adjusting layouts or reorganizing content

Platform Guardrails

  • Currently, the CMS editor does not support:

    • Inline editing posts

    • Changes controlled by global website settings

    • IDX/search form configuration updates

    • Styling changes controlled by theme/design system

    • Custom dev or integration requests

  • Please reach out to product for these types of updates as they may require developer intervention.

3. Accessing the Editor

Navigation Path

  • Where to find it in the CMS

  • Required permissions / user roles

Page Status Types

  • Draft

  • Published

  • Archived

    • Not shown in pages table

       

4. Editor Layout Overview

Main Editing Areas

Explain visually if possible.

Page Canvas

  • Where modules/layouts are displayed

  • Drag, reorder, and edit functionality

Component / Module Library

  • Available layout and content blocks

  • How modules are categorized

Properties / Settings Panel

  • Where content, images, and settings are edited

  • Module-level vs page-level settings

Toolbar / Page Controls

  • Save

  • Preview / Draft Mode

  • Publish

5. Working with Page Layouts

Adding Layouts or Modules

  • How to insert new sections

  • Layout selection basics

Editing Content

  • Text editing

  • Image replacement

  • Link management

  • CTA updates

Reordering Sections

  • Drag and drop functionality

  • Best practices for page flow

Removing Sections

  • Deleting modules

  • Impact considerations

6. Draft Mode & Publishing

Draft Mode

  • What Draft Mode is

  • Why it exists (safe editing, prevents breaking live sites)

  • How to preview changes

Publishing Workflow

  • How to publish updates

  • What happens when a page is published

  • Expected propagation timing

Best Practices Before Publishing

  • Review content accuracy

  • Verify links and CTAs

  • Confirm mobile/responsive layout

  • Customer approval process (if applicable)

7. Real Estate–Specific Page Considerations

Common Page Types

  • Community pages

  • Landing pages

  • About/Team pages

  • Marketing or lead capture pages

IDX / Listing Content Notes

  • What content is editable vs IDX-controlled

  • Avoid duplicating MLS-driven content manually

8. Troubleshooting & Support Guidance

Common Questions from Customers

  • “Why can’t I see my changes?”

  • “Why did my layout shift?”

  • “Why can’t I edit this section?”

Known Limitations (MVP)

  • Feature gaps

  • Unsupported customization types

  • Theme-controlled styling boundaries

9. Permissions & Roles

Who Can Edit Pages

  • Super Users & Administrators

  • Site Owner(s)

10. Best Practices & Guardrails

Build pages around consumer goals and conversion, not just layout. Pages should help consumers find homes faster, build trust, and drive clear next actions.

https://tribusgroup.atlassian.net/wiki/spaces/SS/pages/711360513

11. Future Enhancements / Roadmap Plans

Log your feature requests here.

Resources

 

 

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