Let’s go over how to add or delete a page or a link.

Adding a Page

Before we begin, remember to log into your client portal and click the “Modify your site” button to get to your site manager. When you enter the site manager, you will be brought to the homepage for the website. To add a page to your site, click “Add Page” in the site manager navigation bar.

You can add any stock page from the “Add Page” list that will load. However, you can create your own custom pages by selecting custom page. After you have made your selection, be sure to click add or your page will not be generated.

Removing a Page

To remove a page, please be sure to be in your site map. If not, click “Site Map” in the site manager tool bar. From there, right click the page you want to remove and then left click delete.

**WARNING!!! If you remove a page that was not part of the CPA Site Solutions stock pages (aka Custom Pages), they are not recoverable! Only stock content pages can be restored and they can only be restored to their original content. Any content that was edited will be lost.**

Adding a link

Once again, make sure you’re in your site manager before we begin. From the site manager, click “Add Page” even though we are adding a link.

Once the add page window appears, you will want to scroll to the bottom of the add page list. There you will see a topic called “Custom Link.” Select custom link and then hit add. After you hit add, a new window will appear titled link settings. This is where you establish what your link will be titled, where the link will take you, and if you want the link to open in the existing window or in a new window/tab. You also have the option to link to an existing page on your site with the “Link Target” option. Once everything is filled out, be sure to hit add.

Removing a link

Removing a link is very similar to removing a page in your site map. To remove a link, right click the link you want to remove and click delete.

**WARNING!!! If you remove a link, it is permanently gone. There is no way to recover a link. Please be sure you have a copy of all important links you may need for the future saved somewhere in a document.**

Moving a Link or Page

To move a page or link on your sites navigation bar, click the Site Map located in the blue toolbar in the Site Manager. Once at the site map, simply left-click and drag your link or page to its appropriate location. The Site Map represents the order in which pages or links are displayed. If you have a vertical navigation bar, the site map displays the exact order of your pages and links as if they were displayed on your site. If you have a horizontal navigation bar, then the top of the Site Map list represents the beginning of your navigation bar on the left-hand side. Likewise, the bottom of the navigation bar represents the end of the horizontal navigation bar (right-hand side).

Additional Resources:

Adding Text

Adding Images

Using Keywords on Your CPA Website

Tackle Personalizing Pages First

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.