Learn how to view and edit details for the Community Portal.



This section is where you will specify details about your community and what you want users to see when they login. 


NOTE- To utilize this feature you must have a login with administrative access. If you are unable to use this feature, please contact your site Administrator. 


Step 1. Login to the portal using an account with Administrative access. 


Step 2. Click the Manage Site icon on the upper right side of the screen. 

Step 3. Click Site Settings And Preferences in the Administer Your Site section. 



Step 4. Complete or Edit the following information.


Community Info Tab


  • Id- This is the Id number for the Portal and will auto populate. 

  • Name- Enter the name of the Community as you wish it to be displayed on the Community Portal. 

  • Description- Use this field to enter a brief description of the community to be displayed on the Community Portal. 

  • City- Enter the City for the Community. 

  • State/Province- Enter the State/Province for the Community. 

  • Zip/Postal Code- Enter the Zip/Postal Code for the Community. 

  • Country- Select the correct Country from the drop down menu.

  • Time Zone- Select the correct time zone from the drop down menu. 

  • Community Type- Enter the Community Type for the Association.

  • Web Address- Enter the Web Address for the Association. 



  • Site Logo- Use this section to upload or link a logo for the Association.

  • None- Click the radio button if there is no logo.

  • URL- Click the radio button if the logo is linked through a URL and then enter the URL of the logo in the box to the right. 

NOTE- A linked image will not be resized. 

  • File- Click the radio button to upload a file and use the Choose file to locate the correct file on your computer. 

  • Current File- Displays the file name of the current logo file. 

  • Remove- Check the box to remove the current file. 

  • Replace With- Use the Choose file field to select a replacement file for the logo. 



Contact Tab


Use this section to enter default contact information for the Association. 



Preferences Tab


  • Force SSL- This option forces traffic to the SSL (Secured Socket Layer) for greater security.

  • Enable- 

    • Page Hints- Enables hints that assist users in navigating the Portal.  

    • Help - Enables Help links to assist users with Portal features. 

    • Banner Ads- Enables Banner Ads to be displayed on the Portal. 

  • Banner Ad Refresh Rate- If Banner Ads are enabled, enter a time frame for the ad to refresh. 

  • Announcement Duration- Enter a default time period for Announcements to remain on the portal. This time frame can be overridden if a longer time frame is needed. 

  • Classified Duration- Enter a default time period for Classified Ads.

  • Maximum Upload Size- Enter the maximum upload size for uploaded files or images. 

  • Currency Symbol- Enter the default currency symbol. 

  • Workday Start/End- Select the correct hours of operation from the dropdown menu. 

  • Home Page Calendar Type- Select the preferred format for the Calendar. 

  • Default Main Document Folder To Open- Check this box to cause the document section to display with Main and Subfolders visible. 

  • Show Document File Name- Check to show the filename of documents on the document list page. 

  • Show Document Without Download- Check this box to show documents in the browser without downloading them.  

  • Default Document Sort Order- Select the method for sorting documents. 

  • Default Announcement Sort Order- Select the method for sorting announcements. 

  • Default New Member Message- Enter a message for new Portal members to see when logging in. 

  • New Content Message- Enter a message to let members know there is new content on the Portal. 

  • Email Body Default- Enter a default email message. This can be overridden. 

  • Show Member Notification Preferences- Check boxes for the options you want your members to have for notifications. 

  • Show Manage Member Page Columns- Check boxes for all information you want to appear on the Manage Members page of the Portal. 

  • Show Member Default Privacy Settings- Check all boxes for Member information that will remain private to other members. 

  • Show Member Page Sections- Check boxes for all sections you want to be visible on the Manage Members Page. 


Home Page Tab


Use this section to arrange Feature Tabs on the Home Page. Use the boxes below to move features into different columns and to arrange them within the column. 


Member Preferences Tab


Use this Tab to set default preferences for Member requirements and access. 


All Members- The following defaults will apply to all Portal members.


  • Members can Change- Check boxes for the items members will be permitted to change themselves. 

  • Member General Edit Message- This information will appear on the members profile information above the General Info. 

  • Require Email Address- Check this box to require members to enter their email address. 


Regular (Non-Admin) Members - The following defaults will apply to all standard members without additional privileges.  Check the boxes for all options you wish to apply. 


  • Show Shortcuts Menu

  • Show Content Filter

  • Show Search

  • Show My Profile

  • Show Email Link

  • Show DB Buttons

  • Show Registration Filter

  • Show Member Type Filter

  • Allow Member Drilldown


Extranet Members - The following options apply to members outside the community, such as Vendors or other consultants.  Check the boxes for all options you wish to apply. 


  • Show Shortcuts Menu

  • Show Content Filter

  • Show Search

  • Show My Profile

  • Show Email Link

  • Show DB Buttons

  • Show Registration Filter

  • Show Member Type Filter

  • Allow Member Drilldown