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Overview

On your ShareVision site, you will find that when you select the Clients Portal, a list of Clients are displayed instead of the portal's landing page. This is how a Listing Portal works.

☑️ Requirements/Dependencies

Before working on pages on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 

• Have set up some lists and libraries in Site Administration

• Have a Client Listing Portal. Note: Your ShareVision site comes with this Portal. 

• Have developed a plan for the information will need to be made available to your ShareVision users (i.e. Consider what pages you will need for the portals on your site, what type of information will be included on each page and who should have access to each page) 

\uD83D\uDCD8 Instructions

You will need to

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

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

   

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

   

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