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(question) Overview

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

☑️ Requirements/Dependencies

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

  • Login with ShareVision Site Administrator permissions 

  • Have set up some lists and libraries in Site Administration

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

  • Have developed a plan for the information that 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) 

🅰️ About

The table below identifies which Types of Page Parts have the Listing Portal Page Form Filters.  

Type of PagePart

Listing Portal Form Filters

Announcements

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Calendar

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Details

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Documents

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HTML

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List

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Report

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\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.

  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. Select the Clients Portal to show the Pages within the Portal.

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

(info)  About the Listing Portal Form Filters

On the Clients Listing Portal, you can set up Listing Portal Form Filters to focus on specific clients or services in this Page Part.

Client Field Filter

When you select Client in the Client Field Filter, only the records that belong to the client that is selected from the list of clients on the Clients Portal will be displayed.

If you select Show All, then all records for all clients on your site will be listed.

Service Field Filter

When you select Service in the Service Field Filter, only the services that the Client is active in will be displayed in the Service field on the form.

If you select Show All, all Services will be listed in the Service field on the form.