Quickstart Menu, Navigation Bars & Icons v.3.5 & 3.7

Owned by Liz Griffin (Unlicensed)
Last updated: Jul 18, 2018 by Support Desk
3 min read

Applies To Version(s): 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.

 

About - QuickStart Menu

QuickStart Menu

The QuickStart menu provides direct access to tools and frequently visited areas of your ShareVision site.  Icons may vary depending on the version of ShareVision you are using. The names of icons and their order are editable.  The More Links section enables administrators to add additional links.

Navigation Bars

There are several navigation-bar styles in ShareVision; three are pictured above. Administrators may add, reorder, or remove links as needed from any navigation bar, except the Contact Manager Navigation Bar. Links to pages containing secure content are invisible to users without permissions to view the content.

 Home Page / QuickStart Menu



    Contact Manager / QuickStart Menu 



Details Pages / QuickStart Menus* 


On Details pages: Individuals, Programs, Residences 

Getting Here - QuickStart Menu

The QuickStart Menu is part of the ShareVision navigation system, and is found on the left side of every ShareVision page.


QuickStart Menu features

The Home icon can return you to the Home page of your ShareVision site with a single click. 

More Links

These links can include document libraries; lists; calendars; tools; and anything else you'd like to add, like Employee Surveys, for example.  These links can be made available throughout your ShareVision site, or they can be configured to only appear on certain pages.

Details Links

 Individual Details pages and Program/Residence Details pages include additional details links that can be adjusted as needed by ShareVision Administrators.  The example below shows the default Details Links for a Residence Details page.


How-To

More Links & Detail Links - add and manage

QuickStart Menu Icons - manage 


QuickStart Menu Icons - Manage

Getting Here

  1. To get to the settings for the navigation bar links, go to Site Actions > All Site Content.
  2. Scroll down to the Lists section and open the QuickStart - Icons list. 

Settings


 Edit an Icon name

Edit an Icon Name

  1. Click on the icon name under the Title column, and then select Edit Item.
  2. Change the Title field.
  3. Click the OK button to submit the change or the Cancel button to abort the request.


 Edit an Icon's audience

 Edit an Icon's Audience

  1. Click on the icon name under the Title column, and then select Edit Item.
  2. Select the appropriate Audience and click add or remove as necessary
  3. Click the OK button to submit the change or the Cancel button to abort the request. 

Note that the ability to view an icon doesn't actually grant the ability to access the area it links to - you will still need to change the appropriate permissions for the corresponding list/library.


 Change Order of Icons

Change Order of Icons

  1. Click on the icon name under the Title column, and then select Edit Item.
  2. Change the number in the Position box.  Note that the icon with the lowest number will appear in the upper left corner.  Click OK.
  3. The menu will re-sort to the order selected. 


  Change an Icon's Permissions

 Change an Icon's Permissions

  1. Click on the icon name under the Title column, and then select Edit Item.
  2. Choose which group(s) and/or user(s) should have permission to view the icon.
  3. Click the OK button to submit the change or the Cancel button to abort the request.

Note that the ability to view an icon doesn't actually grant the ability to access the area it links to - you will still need to change the appropriate permissions for the corresponding list/library.


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