To learn about dragging and dropping pages around, please watch the following video:
Moving and Organizing Pages
Before we begin to move and organize pages in your site manager, let’s review how the site manager works. Once you have logged into your Client Portal and clicked on Modify Your Site, you will be brought to the Site Manager. Be sure to click Site Map in the top left-hand corner.
After the Site Map has been clicked, you will be transferred to the Site Map page where you should see a site map that should look somewhat similar to the image below:
Moving A Page
Moving a page on the site map is relatively simple. For example, let’s say you want to move “Home” somewhere else on the site map. To do this, simply left click Home and hold the left click while to drag the page to a different location on the site map. Once you have “Home” over the new location, release your left click and then hit save changes when prompted.
Organizing Your Pages
We’ve learned how to move a page on the main navigation bar, but how do we move a page that is embedded in a portion of the drop down menu and put it on the main navigation bar? Some of our clients like to have the client portal on the navigation bar when it is embedded in the drop down menu for Resources. To do such a task, you first need to expand out the drop down section of the Resources tab. To do this, simply left click the + sign to the left of Resources.
Once the + sign is clicked, the site map should look something like the image below:
From this point, you should be able to click and drag the Client Portal to anywhere in the Site Map.