Table of Contents
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Overview
Portal Settings is where you will manage the portals, page and page parts on your ShareVision site. You will set up portals, pages and page parts to make forms, calendars and document libraries available to your ShareVision users.
What is a Portal?
At a high level, a portal is an area in ShareVision where similar or related information can be found. Portals are identified by the circles with images (icons) in the Quick
Start Menumenu. Some examples of Portals include:
Home Page
Agency NoticesClients
Contact Manager
Individuals
Residences
ProgramsServices
Contacts
Reports
Workplace PoliciesAdministration
Employee Services
When you select (or click on) a portal, the portal's landing page is displayed.
As a ShareVision Site Administrator, you can assign permissions to portals which will determine which Security Groups Roles can view and have access to each portal in the Quick Start Menumenu.
Each portal has a landing page, or, the page that is displayed when a portal is selected in the Quick Start Menumenu.
What is a Page?
A page is where you will make information available to your ShareVision users in a portal. Every portal has a landing page which is the page that is displayed when a portal is selected in the Quick Start Menumenu.
While each portal can only have one landing page, portals can have additional pages to make other information in the portal available to ShareVision users.
Just like with portals, as a ShareVision Site Administrator you can assign permissions to pages which will determine which Security Groups Roles can view and have access to each page listed in the Quick Start Menu menu for the portal.
In the example on the right, the Employee Services :
The Clients portal was selected in the Quick Start
menu
A client was selected: Anderson, Jimmy
The Client Details page was displayed.
Additional pages are also listed in the Quick Start Menu menu of this portal on the left hand side below the section with the portals.
What is a Heading?
Headings allow Site Administrators to organize the Quick Start menu in each portal. Site Administrators can add, edit or delete Headings in Portal Settings.
What is a Page Part?
A page part is how you will make specific information available to your ShareVision users on pages in the portals on your ShareVision site. Each page part can be linked to lists or libraries that you have set up in your ShareVision Site Administration including:
Lists (aka Forms)
Document Libraries
Image Libraries
Calendars
List of Links
Announcements
Announcements
Calendar
Custom
Details
Documents
HTML
List
Report
Pages can have more than one page part and, just like with portals and pages, as a ShareVision Site Administrator, you can assign permissions to the page parts which will determine which Security Groups Roles can view and have access to each page part.
In the example on the right, you can see the three page parts that were added to the Employee Services Client portal landing page:
Agency Announcements
Links
Events CalendarMemos - An Announcement Page Part for sharing information about clients
Client Calendar
Client Detail Info - There are 2 Details Page Parts