Page Guides Overview

Page Guides enable users to add targeted guidance and context to Pages without requiring edit permissions to the Page itself. This bridges a gap between content ownership and the need to provide contextual information, allowing subject matter experts, trainers, and other stakeholders to layer additional guidance onto published content for specific audiences.

Unlike Comments (which facilitate conversations about content), Page Guides provide persistent, curated guidance connected to a Page. Guides are ideal for instructions, best practices, and contextual information that should remain stable and prominent, while Comments serve conversational and collaborative purposes.

Admin Controls
Administrators have dedicated Page Guide settings available.

• Configuration Bundle Setting: Admins can control which users have permission to create and manage Page Guides by enabling a setting in Configuration Bundles. Users will not need publish or edit permissions to the Page (Story) to create Guides. To update:
  1. Go to Platform Configuration
  2. Select Configuration Bundle in the Users section
  3. Click the Edit button next to the Configuration Bundle you'd like to update
  4. In the UI section, check Page Guides
  5. Click Save
• Story General Settings: Admins can control whether Page Guides is enabled on your site.
  • Go to Platform Configuration
  • Select Story in the Content section
  • Click General
  • Check Allow page guides to turn on Page Guides for the entire tenant
• Story Default Settings: If Page Guides is enabled on your tenant, determine the default settings for new Pages (Stories). Defaults can then be updated on each Page (Story) by Authors. To update:
  1. Go to Platform Configuration
  2. Select Story in the Content section
  3. Click Story Defaults 

  4. Update checkboxes

     Checkbox Name	Behavior when Checked	Behavior when Unchecked
     Turn on page guides by default	Page Guides on for tenant	Page guides off for tenant
     Display page guides by default	If a Guide is available to the user, Page guide sidebar visible by default	Page Guide sidebar not visible by default. To view, users will select More (3 dots) > View page guides.
     Display page guide author name	Shows who Page Guide author is	Does not show who Page Guide author is

Publisher Controls
Publishers have granular Page-level settings to fine-tune the Page Guide experience. To Update: 

1. Open a Page (Story)
2. Click More (3 dots)
3. Click Edit
4. Click Story Details (info icon)
5. Click Settings 
6. Update checkboxes

Creating & Editing Guides
Users with the Page Guide creation permission enabled in their Configuration Bundle can:

• Create new Guides directly from the Page Guide sidebar.
• Format Guide content using bold, italic, underline, hyperlinks, bulleted lists, and numbered lists.
• Edit existing Guides they have access to view.
• Publishers with channel publishing permissions can edit any Guide on Pages within their channels.

Viewing Guides
All users can now access Page Guides while viewing a Page

• Open the Page Guide sidebar from the more options menu of any Page.
• If a Page is configured to display Guides by default but no Guides are available to the user, the sidebar will remain hidden.
• An empty state is displayed when no Guides are available, so users can distinguish between "no Guides" and a display error.
• Guides longer than 3 lines show a "See more" / "See less" toggle for a cleaner reading experience.
• Each Guide displays a timestamp indicating when it was created or last updated (shown as "created at…" or "updated at…").
• Guides are sorted newest to oldest by default.

Visibility & Permissions
When Restrict User Visibility is enabled in a Configuration Bundle, users will only see Guides created by members of shared groups, ensuring Guides stay relevant to each user's context. This applies to all users, regardless of whether they can create Guides.