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Pages

Pages

Owned by Lisa Barnett
Last updated: May 06, 2025
11 min read

Overview

This knowledge base article provides you with everything you need to know about Pages on your ShareVision site.

 

Requirements/Dependencies

Before working with Page Settings on your ShareVision site, you will need to:

  • Login with Site Administrator permissions

  • Have set up some forms, documents and/or calendars in Site Administration

  • Know which Portal you want to add a Page to or which Page you would like to edit

  • 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)

 

Important Information about Pages

This knowledge base article provides specific information about Pages on your ShareVision site. It is important to note, however, that every Page must have at least one Page Part. If a Page does not have a Page Part and the Page is viewed on your site, the Page will display a warning message, as shown below.



 

We recommend reviewing the Page Part knowledge base article after you have reviewed this article.

 

 Instructions

How to Access the Page Settings

Once you have developed a plan for your ShareVision site and have set up the forms, documents, and calendars that you will need on your site, you are ready to start setting up your Pages.

  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

    image-20240829-141619.png

  6. Pages are added to these Portals. You must select the Portal to which you would like to add a Page. In this example, we will add a Page to the Clients Portal

    image-20240829-141735.png

Page Settings Overview

Here is an overview of page settings:

image-20250325-201413.png

  1. When a Page in a Portal is selected, the Page settings will be displayed. Page settings for the selected Page are located on the right side of the Portal Settings

    1. The buttons provide a variety of functions:

      1. Configure Default Setting

      2. Add an Additional Listing Portal - included with Plenty subscriptions and is available as an add billable service with Simply subcriptions

      3. Create Portal

      4. Add Heading

      5. Add Page

      6. Create Page Part

      7. Recycle Bin

    2. The Set Page Icon button allows you to select an image for the page that will be displayed in the Quick Start Menu

      image-20250325-200000.png

    3. View Page and ID links: Selecting either the View Page or ID link will open this Page in a new tab allowing you to view it. 

    4. Page Name: You can change the name of the Page here

    5. Page Type: Selecting default will display all page parts on one page while selecting Tabs will display the page parts on different tabs

    6. Accessible on settings: See below for more details

    7. Hidden: If the check box is checked, the Page will be hidden and no users will be able to access it. Note: If you are setting up a new Page and it is not ready for your users yet or if you have added a new Page and have not yet added any Page parts to it, setting the Page to hidden is recommended

    8. Page Permissions: See below for more details

    9. Listing Portal Page Settings: See below for more details. Note: This section will only be displayed for the Listing Portals on your site, such as Clients and Services. Refer to Portal Types in the Portals article for more information about listing Portals

    10. Page Filter Settings: Only available on Listing Portals. Use one or more filters to display or hide a page based on information related to the Client or Service

    11. Delete Page: See below for more details

    12. Save Page: See below for more details

 

How to Add a New Page to a Portal

When a Portal is selected, the Add Page button will be displayed in the upper right corner of Portal Settings for the selected Portal

image-20240829-142222.png

  1. Select Add Page

  2. Enter a Name for the Page

  3. Select Create Page

  4. The Page will be created. Once created, a Page Created message will appear in the bottom right corner

  5. New Pages are added under the Portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details

  6. The Page name is also listed at the top of the Page settings

 

Advanced Section: Adding a Page with a Custom URL

On your ShareVision site, you can add a Page that is a hyperlink to another Page on your site or to a website. When a Portal is selected, the Add Page button will be displayed in the upper right corner of Portal Settings for the selected Portal.

image-20240829-143000.png

  1. Select Add Page

  2. Enter a Name for the Page

    image-20240829-183135.png

    1. When creating a new Page, you can have the option to select a Heading that you want the page to be published under. The text you choose from the drop-down will appear as the Heading in the Quick Start Menu

      image-20240829-183418.png

  3. Select Page Type drop-down and choose Custom URL

    image-20240829-144033.png

  4. Enter or paste the URL for the Page on your ShareVision site or the website you would like to create a link to in the Custom URL field

  5. Select the Page Type drop-down to select whether the link opens in a new tab or on the same tab

    1. (If you would like to hide this Page, you can check the Hidden box)

  6. Select the Create Page button

    image-20240829-144047.png

  7. A Page Created message will appear in the bottom right

    image-20240829-144233.png

  8. New Pages are added under the Portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details

  9. The Page name is also listed at the top of the Page settings

  10. Pages that have been set up with a Custom URL have a different Page icon in Portal Settings:
    image-20240829-144440.png

  11. Custom URL Pages do not have the option to add a Page Part to the Page. Notice in this Page, you see the Create Page Part button available:

    image-20240829-144745.png

However, in the Custom URL Page we just made, this button is not available:

image-20240829-144840.png

How to Edit an Existing Page to a Portal

Existing Pages on your site can be edited

  1. Select the Portal that contains the Page you would like to edit

     

  2. Select the Page you would like to edit

     

  3. The Page settings will load for the selected Page

     

Adding an Icon to a Page

In Page Settings, either when adding a new page or when editing a page, you can add an icon to the page which will be displayed in the Quick Start Menu:

image-20250325-201942.png

  1. In Page settings, select the Set Page Icon button

    image-20250325-202155.png

     

  2. In the window that appears, you will need to select an icon. Here, you can:

    1. Search for an Icon

    2. Choose a letter to filter the icons

    3. Scroll through all available icons

      image-20250325-202802.png

       

  3. Once you have found an icon you would like to use, select it

    image-20250325-202901.png

     

  4. The selected icon will be displayed in Page Settings

    image-20250325-203000.png

     

  5. Scroll to the bottom of the page settings and select Save Page

    image-20250325-203047.png

     

  6. Navigate to the page and the icon will appear in the Quick Start Menu

    image-20250325-203247.png

     

Removing an Icon from a Page

If you have selected a Page Icon that you would like to remove or replace, follow the steps below.

  1. In Page settings, select the Clear link next to the Set Page Icon button

    image-20250410-210925.png

     

  2. Now, the Page Icon has been removed, and you can follow the instructions above to set a new icon if you wish to replace it

    image-20250410-211300.png

Saving a Page

  1. To save the changes, scroll down on the Page settings (right-hand side) and select Save Page

 

Deleting a Page

While most Pages on your site can be deleted, system Pages cannot. System Pages will have a message at the top of the Page settings and these Pages do not have a Delete Page button.

When a Page is deleted, all Page parts on the Page are deleted at the same time. Deleted Pages including the Page parts on the deleted Page will be moved to the Recycle Bin.

  1. To delete a Page, select the Page on a Portal you would like to delete

  2. On the right side of the Page settings, scroll down and select Delete Page

  3. A window will appear asking you to confirm the deletion. All Page parts that will be deleted when the Page is deleted will be listed

     

  4. Select OK to confirm the deletion and the Page and Page parts will be deleted. To cancel the deletion, select cancel. If you select OK, the Page will be deleted and a Page Deleted message will appear in the bottom right of the Portal settings

 

More Information about Page Settings

System Messages on Pages

On some Pages, we have added information about the Page. This information provides details about the Page. For instance, some stock Pages created by ShareVision cannot be deleted, however, they can be hidden.

 

Accessible on

You can access your ShareVision site on cell phones, tablets and computers. As a Site Administrator, using the Accessible on settings, you can set which types of devices users can use to access the Page. 

  1. If the checkbox below the device is checked, then the Page can be accessed on the device. When unchecked, the Page will not appear in the Quick Start menu if your ShareVision site is accessed on that type of device. If no device is checked (not accessible on any device), the Page will be hidden.

  2. Save the Page

 

Permissions

You will set which roles/users can access the Page in the Permissions area. 

  1. Roles listed on the left with the red background cannot access the Portal. Roles listed on the right with the green background can access the Portal

  2. To provide all roles with permissions to the Portal, select the double arrow in the header of the Do Not Have Access box

  3. All roles listed in the Do Not Have Access box will be moved to the Have Access box

  4. To provide access to only one or some roles, select the role(s) you would like to provide permissions to and then select the single arrow in the header of the Do Not Have Access box. Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to provide access to

  5. The selected role(s) will be moved to the Have Access box

  6. To remove access to the Portal from all roles, select the double arrow in the header of the Have Access box

  7. All roles listed in the Have Access box will be moved to the Do Not Have Access box

  8. To remove access from only one or some groups, select the group(s) you would like to remove access from and then select the single arrow in the header of the Have Access box
    Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to remove access from

  9. The selected role(s) will be moved to the Do Not Have Access box

  10. Save the Page

 

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