Saving customized portal elements (Page Manager)

This article refers to our legacy product, Page Manager. For the best Finalsite experience, we recommend using our newest product, Composer. To find out how to upgrade your site, talk to your Client Success Manager or learn more on our website.

Placing an element on a portal page

When creating portal pages, admins can customize which elements are visible on a portal page tab. They can also save variations of the available elements as customizations, which can then be made available for other portal users to add to their own pages.

Let's look at a new portal page. Here, we've got a new tab with no default portal elements applied. Notice that this is the Unpublished view, which is where site admins can make lasting changes to a portal page's layout and displayed elements. Any visitors to this portal page will see the elements that an admin has previously configured here.

You can also see the Element Library, the large black box at the bottom of the screen. Here you'll find all of the various elements that are available to be placed on the portal tab.

To place an element on a portal tab, click and drag it up to one of the available positions, shown with dotted lines on the tab itself. You can also click on an element in the dock and click the "Add" button. (For portal pages with multiple columns, as shown in this example, you can use the click-and-drag option to control exactly where on the tab the element is placed.)

Here's a weather element that's been added to the portal tab:

Configuring custom elements

Many elements need to be configured after they're placed on a portal tab. This element can't display a weather forecast for the local area until the admin enters a zip code. To configure an element, hover over it after you've placed it on the portal tab, and click the yellow pencil icon.

This will open up the element options window. Different portal elements will have different options, depending on what they do. An email element may need your email username and password. A Facebook element would need your Facebook login information, and so on.

Shown below are the available settings for the weather element, including a custom name for the element and the location selection field. The other available tabs allow admins to customize how the element appears ("Display," which adjusts border size, background color, etc.), and which roles or groups will be able to view the element on their portal pages ("Rights").

For any custom element, make any configuration adjustments and click the "Save" button.

Then publish your portal page, and that's it! Future visitors will be able to see the portal element that you placed and configured.

Note: You only need to click the "Save" button to establish the custom element. Clicking the blue disk icon visible when hovering over the element on the portal tab will save another copy of this element to the element library. You don't need to click the blue disk icon, just the "Save" button within the element settings window.

Sharing custom elements

You may create and customize an element on one portal page, but want to also display it on another group's portal. You can do this by saving a copy of the customized element back to the element library.

Hover over the element you have customized, and click on the blue disk icon.

You can select which of the portal pages on your site can use this custom element, and give it a description so that other site admins know what this element is for.

Now this customized element will be available for site administrators to place on the portal page for any group selected in the previous step.

Note: Saving too many customized elements will clutter up the element library, making it more difficult to find a specific element!

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