Table of Contents
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Overview
\uD83D\uDCD8 Instructions
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.
Login to ShareVision with a user account that has Site Administrator permissions.
Select (click on) your name in the upper right hand corner
Select Site Administration on the menu that appears
The Site Administration Home page will be displayed. Select Portal Settings in the Site Settings section:
The existing portals on your ShareVision site will appear on the Portal Settings page
Click into a Portal to show the Pages and Page Parts within the Portal.
Click on a Page to see the Page Parts within that Page
Pages will be accompanied by the Page symbol for easy recognition
Page Parts will be displayed under each Page will a symbol corresponding to the type of Page Part
You may notice a warning appear at the top of some Page Part settings pages. Page Parts with a warning are ShareVision system Page Parts that have been added to your site when your site is set up. System Page Parts cannot be deleted from Portal Settings, however, they can be hidden using the Accessible On section
Page Part Settings
The following provides how to customize an existing PagePart. The Memos Page Part will be used in this example.
If you are not already in the Portal Settings area, follow the steps in How to Access PagePart Settings above.
Select a Portal.
When a Portal is selected, you will be able to see the Pages and Page Parts within the Portal.
Once you select the Page Part you would like to work on, the right hand side will display the Page Part Settings
