Pages: Set Up and Configuration

Owned by
Lisa Barnett
Last updated: Jan 19, 2024
9 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 ShareVision Administrator permissions 
  • Have set up some lists and libraries 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) 


How to Access the Page Settings

Once you have developed a plan for your ShareVision site and have set up the lists and libraries that you will need to capture information and share documents, you are ready to start setting up your pages.

  1. Login to ShareVision with a user account that has Site Administrator permissions. 
  2. Select the gear in the upper right hand corner and then select Site Administration:
  3. When prompted, enter your ShareVision Administrator username and password and select Sign In.


  4. In Site Administration, select Configure Portal Settings in the Portals and Pages section:



  5. You will see all of your Portals listed below the Reorder QuickStart heading


  6. Click into a Portal to show the Pages within the Portal.                                                                                                                                                               



How to access Page Setting - Gear Cog

Each portal now has a Gear Cog Attached to it that will take you directly to the Configure Portal Settings Page

Page Settings

The following provides how to customize an existing Page. The Health and Safety Page will be used in this example.

  1. If you are not already in the Portal Settings area, follow the steps in How to Access Page Settings above.
  2. Select a Portal and Page.


    You may notice a padlock  or an information  icon beside some Page names. Pages with a padlock are ShareVision system Pages that have been added to your site when your site is set up. System Pages can be deleted from Portal Settings, however, they cannot be permanently deleted from the Portal Settings Recycle Bin. Select this link to learn more in About Landing and Master Pages.
  3. When a Page is selected, you will be able to see the PageParts within the Page.

  4. The right hand side will display the Page Settings
    1. Portal Menu: See below for more details.
    2. Page Menu: See below for more details.
    3. View Page Link: Selecting this link will open the Page in a new tab allowing you to view it. 
    4. Page Name: You can change the Page Name here. Note: Special characters are not allowed. 
    5. Accessible On: See below for more details.
    6. PageParts Order: See PageParts: Set up and Configuration for more details.
    7. Show in QuickStart: See below for more details.
    8. Page Access: See below for more details. 
    9. New Page: See below for more details.
    10. Save Page: See below for more details.
    11. Delete Page: See below for more details.




About Landing and Master Pages

In Portal Settings, there are two types of pages that will have the information  icon next to them:

  • Landing Page:
    • For Standard Portals, the landing page in a Portal is the page that is displayed when I user selects the Portal in the Quick Start Menu.
    • For Listing Portals, the landing page in a Portal is the page that is displayed after a user selects an Individual, Program or Residence from the list that is displayed after they select the Portal in the Quick Start Menu.


  • Master Page (only appears in Listing Portals): On Listing Portals, the master page is the page that is displayed when a user selects the Portal in the Quick Start Menu. It is the page with the list of Individuals, Programs or Residences where the user makes a selection and then the landing page for the selection is displayed.


Portal Menu and Page Menu

At the top of your screen you will see two grey boxes, one with the Portal Name and one with the Page Name. The Portal Menu allows you to Create a New Page and Manage Quickstart. The Page Menu allows you to get the Page Link which can be convenient when you're having issues and need to send support the exact link of the Page.



  1. Hover your mouse over the Page Name at the top of the Page Settings.

  2. Click Get Page Link



  3. Click Copy on the popup window that appears.



  4. The link will now be copied and you can paste it wherever needed.



Accessible On

  1. You can access your ShareVision on cell phones, tables and computers. 

  2. As a ShareVision Administrator, using the Accessible on settings, you set which type of devices users can use to access the Page. 


  3. 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 menu if your ShareVision site is accessed on that type of device.


Hiding A Page

  1. To hide a Page, uncheck each checkbox in Accessible on:



  2. Save the changes.

  3. When no items are checked in the Accessible on section, an icon () with appear next to the Page name in the list of portals, pages and pageparts.



Show in QuickStart

QuickStart is the menu shown on the left hand side while in Configure Portal Settings in Site Administration. If a page is not shown in QuickStart, it is not shown on the front end. The Show in QuickStart box is a great tool for when you are setting up a Page and don't want it to be seen by site users while being configured. 



When the box is checked, the Page will Show in the Quickstart menu and will be visible to users when they login. 


When the box is unchecked, the Page will appear in the section on the left called Not Displayed in Quickstart..

After you have finished editing the new Page and associated PageParts, you can simply check the Show in Quickstart box to make it visible to your users when they login. end. 

Page Access

  1. The Groups that can view the Page are listed on the right side in Have Access. By default, all Groups that have access to this Portal currently have access to the selected Page. 

  2. To remove Permissions to this page for one or more Groups, select the Group(s) and then select the single arrow above the list of groups. The Groups will be moved from Have Access to Do Not Have Access. Any users who are in those Groups will not be able to view the Page in the Quick Start menu after you save this change.  



    Note: To select more than one Group, hold down the CTRL key on your keyboard and select each Group. 

  3. Scroll down and select Save.

  4. To provide Permissions to this page for one or more Groups, they would have to have permission to the portal. If they do not, go to the Portal containing the page and select the Group(s) and then select the single arrow above the list of groups. A popup will appear asking if you'd like to permit these groups access to the pages with restricted access setup, click Permit.                                                                                                                               


Adding a New Page

There are two ways to add a New Page to your ShareVision Site.

  1. Through the Portal Menu shown above. Hover your mouse on the Portal Menu so the drop-down appears and click New Page, you will be taken to a new window where you can Name your New Page, select which Portal you'd like it to be in, and add a Custom URL if you'd like to configure a Linked Page.



  2. The second option for creating a New Page is Clicking the Button New Page in the Menu on the left that Lists all Portals, Pages, and PageParts. Select the Portal you'd like to add a Page to and then select the green New Page button at the bottom of the section. You will once again be taken to a new window where you can Name your New Page and select which Portal you'd like it to be in.

Linked Page

When creating a new page you have the Advanced Options of Custom URL, this would mean the Page is a link to something outside of ShareVision. To create a Linked Page, a website needs to be added to the Custom URL box.

The URL must include "https://" at the beginning or the link will not work once it has been saved. Once saved, the Linked Page will appear in the portal selected.

Clicking on the Page will take you to the link in a new tab or window depending on your computer configurations.



Page Order

You can change the order of the pages in the Quick Start menu. How to Reorder Pages is explained in Manage QuickStart:

Saving a Page

  1. When you make changes to a Page, a Warning! message will appear on the Page Settings side. This message is a reminder to save the changes you have made.


  2. To save the changes, scroll down on the Page settings (right hand size) and select Save.

  3. If you have made changes and select another area in the Portal settings, a Warning window will appear.

    You can select:
    1. Save: Saves the changes and a Success window will appear confirming that the changes were saved successfully. Select Close. Then, the item you selected will open.
    2. Don't save: Changes will not be saved and what you selected will open
    3. Cancel: Closes the Warning window and you will remain on the same portal. It is a good idea to review the Portal and decide if you want to save the changes you have just made. 


Deleting a Page

Pages can be deleted. When a Page is deleted, the Page and any PageParts on the Page will be moved to the Recycle Bin in Portal Settings.  Learn more by reviewing the Portal Settings Recycle Bin article.


How to Delete a Page

Page Visibility based on Individuals and/or Services

On Listing Portals (Individuals, Programs and Residences), you can configure additional settings for Page Visibility. 

To learn more, please select a link below:



See Also

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