PAGES: Managing Portal Pages
Managing your Portal Pages
You can easily manage your Portal Pages by navigating to Pages > Portal Pages > Manage Pages.
CLICK HERE to learn how to create a Portal Page
To manage a Page, click the Options dropdown menu for way to interact with it.
Edit: You can edit the assignment details, menu display and Editor content, exactly as when you were creating the Page.
View: Preview the Page (with the Placeholder tags showing).
Assign a Start Page: Select this option to automatically direct the user to this Page when they log in. It will bring up a window in which you can choose users and/or Circles from the respective dropdown menus.
CLICK HERE to learn about Start Pages
Duplicate: Create a copy of the Page. Clicking this option will automatically direct you to the Editing screen of the copy.
Delete: Remove the Page from the platform. Note: This cannot be undone.
Set the order of your Portal Pages
Once you have multiple Pages in the same Sub-Menu, you can order them however you'd like. The order you choose will be reflected in your Client/Prospect's view of the platform (if they are permissioned to see them).
Navigate to Pages > Portal Pages > Manage Order.
Click the Menu Group you would like to rearrange. Under Order Pages, click and drag the Menu Items to your desired order.