Clients Listing Portal: Pages

Owned by Lisa Barnett
Last updated: Nov 01, 2023 by Support Desk
4 min read

Overview

On your ShareVision site, you will find that when you select the Clients Portal, a list of Clients 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 

  • Have set up some lists and libraries in Site Administration

  • Have a Client Listing Portal. Note: Your ShareVision site comes with this Portal. 

  • 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.

  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

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

 

 

 Listing Portal Pages Options

Not only will Listing Portals display the information for the selected client from the list that is displayed when you select the Clients Portal, your Site Administrator can set whether pages are displayed or hidden by configuring the Options on the Listing Portal Pages.

  1. Select a Page in in the Portal Settings for the Clients Portal. In this example we will use the Case Notes Page.

     

  2. After selecting the page, scroll down on the right side and you will see the options to display or hide pages:

     

  3. Show for Selected Clients

    1. Set pages to be displayed in the Quick Start Menu for selected client(s).

    2. Use Case: If staff need to track information that applies to only one or a few clients, a Page with a Page Part for the list where the information will be tracked can be created. Then, using this option, the Page can be set to be displayed in the Quick Start Menu only for clients selected. 

       

  4. Do Not Show for selected Clients

    1. Set pages to be hidden in the Quick Start Menu for selected client(s).

    2. Use Case: If staff need to track information that applies to most clients except one or a few clients, a Page with a Page Part for the list where the information will be tracked can be created. Then, using this option, the Page can be set to be hidden in the Quick Start Menu only for the client(s) selected.  

       

  5. Show for selected Services

    1. Set pages to be displayed in the Quick Start Menu for clients in Selected Service(s) (Programs or Residences).

    2. Use Case: If staff need to capture information for all clients in specific Service(s) (Programs or Residences), the Page can be set to display for any client that is registered in the Selected Service(s).

       

  6. Do Not Show for Selected Services 

    1. Set pages to be hidden in the Quick Start Menu for clients in Selected Service(s) (Programs or Residences).

    2. Use Case: If staff do not need to capture information for all clients registered in Selected Services (Programs or Residences), the Page can be set to be hidden for any client that is registered in the Selected Service(s).

       

 

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