Portal Pages - Team Logic Help System

Portal Pages

CMS-Logic managers can create portal pages to share information and files with clients via the Client Portal. The portal pages interface is a simplified version the navigation interface used for our website content management system.

Table of Contents

 Portal Pages

Accessing Portal Pages

Note: You must have security permission to edit portal pages.

  1. Click on the "CMS-Logic" tab
  2. Click on the "Client Portal CMS" tab
  3. Click on the "Portal Pages" button
       Portal CMS Options

Adding Content

Add Content

Adding Pages (A in screenshot above)

Pages contain content (text, images, files) that will appear to the client in a pop-up.

  1. Click the Add Page button as shown above
  2. Enter the page title and click the "Add Page" button.
  3. See Editing Page Content below

Adding Files (B in screenshot above)

Files are a simple link in the portal pages navigation that the client can click on to download.

  1. Click the Add File button as shown above
  2. Enter a link title (this is the link the client clicks on to download the file)
  3. Click the browse button to find the file on your hard drive
  4. You may select a parent page and sort order to determine where the file appears on your navigation
  5. Uncheck "active" if you would like to add group security, this will prevent the file from showing up right away
  6. Click "Upload File" when done

Adding Links (C in screenshot above)

Links appear on the portal pages navigation and when clicked go to external web pages.

  1. Click the Add Link button as shown above
  2. Enter a link title (this is the link the client clicks on to browse to the link)
  3. Enter the full url of the link
  4. You may select a parent page and sort order to determine where the link appears on your navigation
  5. Uncheck "active" if you would like to add group security, this will prevent the link from showing up right away
  6. Click "Add to Tree" when done

Adding Stub Links (C in screenshot above)

Stub links are used to create navigation levels without the need for content. See the example below, "Client Resources" is the main topic, but we don't need that link to actually do anything. When a client hovers over it,  they will see the links, files or pages as a dropdown.

Navigation Relationship

  1. Click the Add Link button as shown above
  2. Enter a link title
  3. Click the link shown below on the add screen
     Add Stub Link
  4. You may select a parent page and sort order to determine where the link appears on your navigation
  5. Uncheck "active" if you would like to add group security, this will prevent the link from showing up right away
  6. Click "Add to Tree" when done

Editing Page Content

To edit a page simply click on the edit link as shown below.

Edit Page Screen

Once editing a page there will be 3 tabs available

Page Content

This tab simply allows you to enter content and upload files via the media library. Use "Secure Upload" rather than the media library for sensitive documents. Why?

Navigation Link

Edits the relationship with the portal pages navigation (Where it appears). See managing the navigation for further explanation.

Secure Upload

Upload files securely so they can't be intercepted by someone who isn't logged in to the portal.

Click "Save" at the bottom of the page when you have finished entering content

Managing the Navigation

Managing the Navigiation Legend

A. Sort Order

As the name suggests, this number determines how an item is sorted. You may change sort orders to any integer and click the "Update Sort Order" button at the bottom of the page. Sort order is only relative to the branch the item is in. For example, consider the sort order's below:

  • (10) My Pages
    • (0) First Page
    • (10) Second Page
    • (20) Third Page
  • (20) More of My Pages
    • (10) Another Page
    • (12) Yet Another Page
    • (99) Also, Another Page

It is important to take from this example that changing the sort order of "First Page" or "Second Page" has no effect on the order in which "My Pages" and "More of My Pages" is output. This is because they are on different levels of the navigation. Furthermore, the sort order of "First Page" has NO effect on "Another Page" because they are on different "branches" of the navigation.

B. Edit Navigation Relationship

Navigation Link Pages

Clicking the name of the item will bring up an interface to edit the "what and where" of the item in relation to the navigation. You can change everything needed for "Files" and "Links" by clicking this link, but for editing page content you will need to click the "Edit" button instead.

Parent Page

The parent page determines if the current item is located "Under" any other item. Assigning a parent page other than "Tree Root" will mean the item will appear in a dropdown as shown below.

Client Portal Relationship

C. Expand/Collapse Branch

The "minus" and "plus" icons are used to make life easier in very large navigations. You can click these buttons to show or hide the "child" items (AKA items underneath) of the parent item. Note that these buttons have no effect on your portal.

D. Edit group permissions

See changing group permissions

E. Edit Item

This will edit the item's content

F. Activate/Deactivate Item

Clicking this button will activate or deactivate an item. An active item will display on the portal, a deactivated item will not. This is useful for developing content without actually allowing anyone to see it until you are done.

G. Remove item from navigation

This icon will remove the item from the navigation. This will remove files and links, but pages that are removed will appear in "Unassigned Pages".

Changing Group Permissions

Group assignments can be used to restrict view access to certain client groups. These groups need to be assigned to clients who log into your portal for group permissions to work.

  1. Start by clicking on the edit group permission button (See Item D)
  2. You will now be able to check off which groups should be able to see the item. Click the group name to see which clients belong to it.
      Portal Permissions
  3. Once finished, click update permissions.