Feature Settings

Overview

In Site Administration, Feature Settings provides a variety of settings for features and Add-Ons* on your ShareVision Site. This knowledge base article provides information about each section in Feature Settings. 

* Add-Ons: Some Add-Ons require an annual subscription and therefore, you may not be able to locate them on your site. Please contact customersuccess@sharevision.ca if you have any questions about the available Add-Ons.

Requirements/Dependencies

• Login with ShareVision Administrator permissions

Accessing Feature Settings

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 Anonymous Forms in the Features and Utilities section
5. The Feature Settings will be displayed

Attendance Settings

When this feature is enabled, an Attendance Notes section will be added to the Attendance page for each Program. 

1. In the Attendance Settings section, to add the Attendance Notes section to the Program Attendance, select the checkbox next to Enable Attendance Notes.
2. Select Save.

Communication Log

The settings in the Communication Log section apply to customers who have subscribed to the Communication Log (Comm Log) or Staff Communication Log. Please review the Communication Log (Comm Log) Add-on knowledge base article for more information about this section in Feature Settings.  

Contacts Relationship Tracking

The feature settings for Contacts Relationship Tracking allows Site Administrators to set which options on the Individuals Contacts page on the Individuals Portal should be enabled and which secuirty groups can have access to these options:

Add Relationship

In the Contacts Relationship Tracking section, when box next to Add Relationship is checked, the Add New Relationship button will be displayed on the Individual Contacts page.

For the Add New Relationship button to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to Display Add Relationship to these Groups. Note: Press the CTRL key on your keyboard to select more than one group.

Edit Relationship

In the Contacts Relationship Tracking section, when box next to Edit Relationship is checked, the Edit buttons next to each contact will be displayed. When an edit button is selected, the type of relationship can be changed. For example, if Sister was selected for one of the contacts when it Aunt should have been, selecting the Edit buton next for the Sister will allow the user to change the Relationship from Sister to Aunt.

For the Edit button(s) to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to Display Edit Relationship to these Groups. Note: Press the CTRL key on your keyboard to select more than one group.

Edit Contact Details

In the Contacts Relationship Tracking section, when box next to Edit Contact Details is checked, the Edit button at the bottom of the selected contact's details will be displayed. 

For the Edit button to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to Display Edit Contact Details to these Groups. Note: Press the CTRL key on your keyboard to select more than one group.

Edit Organization Details

In the Contacts Relationship Tracking section, when box next to Edit Organization Details is checked, the Edit button at the bottom of the organization details for the organization that the selected contact is associated to will be displayed. 

For the Edit button to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to Display Edit Organizations Details to these Groups. Note: Press the CTRL key on your keyboard to select more than one group.

Save Contacts Relationship Tracking Settings

After you have completed the 4 settings for Contacts Relationship Tracking, scroll to the bottom of the section and select Save. 

Force Password Reset Settings

To learn about the Force Password Reset Settings section, please review the Force Password Reset knowledge base article.

Human Resource Portal

This setting applies to customers with a subscription to the Human Resources Portal Add-on and allows you set which Groups can see all Employees in the Human Resource Portal. 

1. In the Human Resource Portal section, select the Group(s) that should be able to view all employees on the Human Resources Portal. After selecting the group(s), use the arrows at the top of the list of Groups to add them to the These Groups can see all Employees list on the right. If you hold down the CRTL key on your keyboard, you can select mulitple groups at one time. 
2. After you have added the group(s), select Save.
3. The groups who were granted permission will now be able to see all employees and associated information in the Human Resources Portal.

Individuals Portal Filtering Settings

This setting allows you to make the option to Show All, Show Active and Show Inactive Individuals on the Individuals Portal visible.

1. To make this feature visible, in the Individuals Portal Filtering Settings section, check the box next to Display Active/Inactive Switch to the Portal
2. Next, from the Available Groups, select the group(s) that should have the option visible on the Individuals Portal. After selecting the group(s), use the arrows at the top of the list of Available Groups to add them to the Display Individuals Portal Filtering to these Groups list on the right. If you hold down the CRTL key on your keyboard, you can select mulitple groups at one time. 
3. After you have added the group(s), select Save.

IP Restriction Configuration

This IP Restriction Configuration setting applies to customers with a subscription to the IP Restriction Add-on. 

• Do not enable this Add-on in Feature Settings until the configuration has been fully set up. 
• The IP Restriction Add-On Configuration provides the steps for setting up this add-on.

Manage My Account Settings

The Manage My Account Page allows a user to Change Password and Change Personal Information , such as name and E-mail Address. 

1. To access Manage my Account on your ShareVision site, select the Gear in the upper right corner. 
   
2. Next, select Manage my Account. 
3. The following window will appear: 
   

As a Site Administrator, you can enable or disable the 2 sections: Change Password and Change Personal Info on the Manage my Account page for specific Groups. 

1. The top section will allow you to display or hide the Change Password section on the Manage my Account page. For the Change Password section to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to These Groups can Change their own Password. Note: Press the CTRL key on your keyboard to select more than one group.
   
   
2. The bottom section will allow you to display or hide the Change Personal Info section on the Manage my Account page. For the Change Personal Info section to be displayed only for specific security groups, select the group(s) from the Available Groups and use the arrow button to move the group(s) to These Groups can Change Personal Info (Name and Email).
   Note: Press the CTRL key on your keyboard to select more than one group.
   
3. Save the change.

Mark as Read and Comments Settings

The Mark as Read and Comments feature is available on the Announcements, Details and List PageParts. Enabling these features is done on the pageparts of your choice. Please refer to the following knowledge base articles for more information:

• Announcements PagePart: Set Up and Configuration
• Details PagePart: Set Up and Configuration
• List PagePart: Set Up and Configuration

Once you have enabled Mark as Read and Comments on the pagepart(s) of your choice, then the following settings can be configured, if you would like them on your ShareVision site. 

Remove all users listed in Mark as Read when an item is edited

When the check box is selected, this setting will delete all users who have marked the item (announcement, details page part item or list item) as read when the announcement, details page part item or list item is edited. 

How it Works

Allow users to Edit their own comments

When the check box is selected, users can edit their own comments. 

How it Works

Allow users to delete their own comments

When the check box is selected, users can delete their own comments. 

How it Works

Set which Groups can delete anyone's comments

ShareVision Administrators can select which security groups can delete anyone's comments. Select the group(s) from the Available Groups and use the arrow button to move the group(s) to These Groups can delete anyone's comments. Note: Press the CTRL key on your keyboard to select more than one group.

The selected groups will be listed under These Groups can delete anyone's comments.

How it Works

Save Mark as Read and Comments Settings

After you have completed configuring the settings for Mark as Read and Comments, scroll to the bottom of the section and select Save. 

Quick Start Settings

The Quick Start Settings feature allows the Site Administrator to collapse all page headers in the Quick Start menu on all portals. Expanded page headers is the default setting. 

1. To set the Page Headers in the Quick Start menu as collapsed on all Portals, in the QuickStart Settings, select the checkbox next to Start the site with menu page headers collapsed. Portals will remain expanded. 
2. Select Save.

Training Content Manager

The setting in the Training Content Manager section applies to customers who have subscribed to the Training Content Manager (TCM) Add-on. Please review the Training Content Manager (TCM) Add-on knowledge base article for more information about this section in Feature Settings.  

Version Setting History

1. Permissions to View Version History
2. Permissions to Restore Previous Versions