Table of Contents
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Overview
Portal Settings is where you will manage the portals, page and page parts on your ShareVision site. You will set up portals, pages and page parts to make forms, calendars and document libraries available to your ShareVision users.
What is a Portal?
At a high level, a portal is an area in ShareVision where similar or related information can be found. Portals are identified by the circles with images (icons) in the Quick Start Menu. Some examples of Portals include:
Home Page
Agency Notices
Contact Manager
Individuals
Residences
Programs
Reports
Workplace Policies
Employee Services
When you select (or click on) a portal, the portal's landing page is displayed.
As a ShareVision Administrator, you can assign permissions to portals which will determine which Security Groups can view and have access to each portal in the Quick Start Menu.
Each portal has a landing page, or, the page that is displayed when a portal is selected in the Quick Start Menu.
What is a Page?
A page is where you will make information available to your ShareVision users in a portal. Every portal has a landing page which is the page that is displayed when a portal is selected in the Quick Start Menu.
While each portal can only have one landing page, portals can have additional pages to make other information in the portal available to ShareVision users.
Just like with portals, as a ShareVision Administrator you can assign permissions to pages which will determine which Security Groups can view and have access to each page listed in the Quick Start Menu for the portal.
In the example on the right, the Employee Services portal was selected in the Quick Start Menu. The Employee Services Landing page was displayed.
Additional pages are also listed in the Quick Start Menu of this portal on the left hand side below the section with the portals.
What is a Page Part?
A page part is how you will make specific information available to your ShareVision users on pages in the portals on your ShareVision site. Each page part can be linked to lists or libraries that you have set up in your ShareVision Site Administration including:
Lists (aka Forms)
Document Libraries
Image Libraries
Calendars
List of Links
Announcements
Surveys
Pages can have more than one page part and, just like with portals and pages, as a ShareVision Administrator, you can assign permissions to the page parts which will determine which Security Groups can view and have access to each page part.
In the example on the right, you can see the three page parts that were added to the Employee Services landing page:
Agency Announcements
Links
Events Calendar