Listing Portals

Owned by Lisa Barnett
Last updated: Oct 25, 2024
2 min read

Overview

  • On your ShareVision site, you will find that when you select some portals a list of clients or services are displayed instead of the portal's landing page. These are called Listing Portals. 

  • Once you select a client or a service, the landing page for that portal is displayed with the details about the specific client or service you selected. 

  • The example below displays how the Services Listing Portal works.

ListingPortals.gif

 

 

Requirements/Dependencies

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

  • Login with Site Administrator permissions 

  • Forms to capture Client and/or Service details have been created on your site
    Note: For forms on listing portals, the Client and Services fields should be included on the forms. This is required for the listing portal to display items (or completed forms) that belong to the selected Client or Service.

  • Set up documents on your site in Site Administration

  • Select one of the Listing Portals on your site: Clients or Services. 

  • Have developed a plan for the information 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) 

 

 

 Instructions

  1. Go to Portal Settings in Site Administration on your ShareVision site. Refer to How to Access the Portal Settings.

  2. The Clients and Services Listing Portals will appear on the Portal Settings page:

 

There are special features available on Pages and Page Parts that are in Listing Portals. Please be sure to select the links below to help with the set up and configuration of your Listing Portals:

 

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