Portal Settings

Owned by Lisa Barnett
Last updated: Sept 12, 2024 by Justin Mwakule
3 min read

Overview

site settings.png

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 menu. Some examples of Portals include:

  • Home

  • Clients

  • Services

  • Contacts

  • Reports

  • Administration

When you select (or click on) a portal, the portal's landing page is displayed. 

As a Site Administrator, you can assign permissions to portals which will determine which Roles can access each portal in the Quick Start menu. 

Each portal has a landing page, or, the page that is displayed when a portal is selected in the Quick Start menu.

 

 

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 menu. 

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 Site Administrator you can assign permissions to pages which will determine which Roles can access each page listed in the Quick Start menu for the portal. 

In the example on the right:

  • 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 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:

  • 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 Site Administrator, you can assign permissions to the page parts which will determine which Roles can access each page part.

In the example on the right, you can see the three page parts that were added to the Client portal landing page:

  • Memos - An Announcement Page Part for sharing information about clients

  • Client Calendar

  • Client Detail Info - There are 2 Details Page Parts

 

 

 

Requirements/Dependencies

  • Login with Site Administrator permissions 

 

 

 Learn More

Knowledge base articles that provide specific information are available by selecting a link below:

 

 

 Related articles