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(question) Overview

☑️ Requirements/Dependencies

\uD83D\uDCD8 Instructions

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How to Access the Portal Settings

Once you have developed a plan for your ShareVision site and have set up the forms, calendars and document libraries that you will need to capture information and share documents, you are ready to start setting up your portals.

  1. Login to ShareVision with a user account that has Site Administrator permissions. 

  2. Select (click on) your name in the upper right hand corner

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  3. Select Site Administration on the menu that appears

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  4. The Site Administration Home page will be displayed. Select Portal Settings in the Site Settings section:

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  5. The existing portals on your ShareVision site will appear on the Portal Settings page

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  6. Click into a Portal to show the Pages within the Portal.

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  7. Click on a Page to see the Page Parts within that Page

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