Services Listing Portal: Pages
- Lisa Barnett
Table of Contents
Overview
On your ShareVision site, you will find that when you select the Services Portal, a list of Services are displayed instead of the portal's landing page. This is how a Listing Portal works:
Requirements/Dependencies
Before working on pages on your ShareVision site, you will need to
Login with Site Administrator permissions
Created Forms to capture Service details have been created on your site
Note: For forms on the Services listing portal, the Services field should be included on these forms. This is required for the listing portal to display items (or completed forms) that belong to the selected Service.Set up documents on your site in Site Administration
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
How to Access the Portal Settings
Once you have developed a plan for your ShareVision site and have set up the forms, calendars and document libraries that you will need to capture information and share documents, you are ready to start setting up your portals.
Login to ShareVision with a user account that has Site Administrator permissions.
Select (click on) your name in the upper right hand corner
Select Site Administration on the menu that appears
The Site Administration Home page will be displayed. Select Portal Settings in the Site Settings section:
The existing portals on your ShareVision site will appear on the Portal Settings page
Click into a Portal to show the Pages within the Portal.
Click on a Page to see the Page Parts within that Page
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