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(question) Overview

☑️ Requirements/Dependencies

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

  3. Select Site Administration on the menu that appears

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

     

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

  6. Click into a Portal to show the Pages and Page Parts within the Portal.

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.

  1. If you are not already in the Portal Settings area, follow the steps in How to Access PagePart Settings above.

  2. Select a Portal.

  3. When a Portal is selected, you will be able to see the Pages and Page Parts within the Portal.

  4. Once you select the Page Part you would like to work on, the right hand side will display the Page Part Settings

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a.

    1. Buttons to add items to your site or to the portal. You can: Create Portal on your site or Add Heading or Page or Page Part to the portal.

b.

    1. Recycle Bin:

c.

    1. View Page Part Link: Selecting this link will open the Page Part in a new tab allowing you to view it

d.

    1. Page Name: Shows you which Page the Page Part is displayed on

e.

    1. Page Part Name: You can change the PagePart Name here. Note: Special characters are not allowed.

f.

    1. Show Page Part Name: Checking this box will make it so the Page Part name is visible to the users in the Title area of the Page Part on the Page. When the checkbox is unchecked, the Page Part name will not be displayed in the Title area of the Page Part on the Page. 

g.

    1. Description: In the Description box you can add any special notes or instructions about the PagePart you've created

h.

    1. Page Part Type: See below for more details

i.

    1. Accessible On: See below for more details

j.

    1. Width: Width determines how wide your PagePart will be displayed on the selected Page. There are three options for width of the PagePart: 1/3 of the page, 2/3 of the page, or full page. 

k.

    1. Delete Page Part: See below for more details

l:

    1. Save Page Part: See below for more details