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

Working with the Site Map allows you to change the layout of your website pages.  To get there, the first thing you’ll want to do is log into the Site Manager of your site.

Click on the “Login” link at the bottom of your screen or, if your site has a portal login box you can use that.  Then enter your username and password:

Next, log into the Site Manager by clicking the “Modify Your Site” icon:

Click on the link at the top of the Site Manager that says “Site Map:”

This will bring up your Site Map with the pages of your site listed.  You can expand the menu to see your sub-menu items by click on the plus sign next to the menu name.

If you click on any of the pages you will be brought directly to that page so that you may begin editing.

In the Site Map, you can also drag and drop menu items to different locations.  Say you want you Contact link to be right next to your “Welcome” link.  To do this you’ll want to hold down the left-click button on your mouse as you hover over the menu item you want to move.  The item will be highlighted, but you won’t go directly to the page (unless you stop holding down the mouse button).

Drag it to the location you want it to appear in within your navigation.  You will see the dotted line denoting the new positioning of the link:

When the link is in the desired location, click the “Save Changes” button:

You may also wish to delete pages on your site.  To do this, you’ll hover over the link you want to delete then right-click  This will bring up the “settings” and “delete” option.  You’ll want to choose “delete:”

Again, you’ll want to save your changes:

The last step is to hit “Publish” to push the changes out to your live site.

Advanced Site Map Options

You may have noticed that some of your menu items are gray or have lines through them.  There are specific reasons for this.  The image below explains:

To change the settings of your link, you’ll hover your mouse over the link you want to change and then right-click.  You’ll see the “settings option:

Here you are presented with a number of different options:

Navigation Title:  This is the name of the page as it appears on your navigation bar

File Name:  This is the name of the file that will appear in your internet browser as part of the URL.  For example, www.domainname.com/firmprofile.php  The file name can be changed but should always end in .php

Image: If you want to change the header image associated with this page you can do so here.  Click the “Change Image…” button and this will bring you to our image gallery.  (You can also do this when you’re directly editing the page itself)

Show in Navbar:  When this is checked, the Navigation Title will be visible on the website as a link that visitors will see.  There may be instances where you want to put content on a page, but don’t want visitors to able to access it without clicking on a specific URL.  If this box is unchecked, the Navigation Title will not show up on the site, but users could still get to the page if they went specifically to http://www.domainname.com/filename.php

Linked in Navbar: When this box is checked, the Navigation Title will be clickable so that when users click on it they will go to an actual page on the site.  Sometimes you may want to use the Navigation Title as a place-holder that can’t be clicked on, but that has clickable sub-links below it.  If you uncheck this box you will accomplish this.

Include in Sitemap:  When this box is checked, the page will appear within your website’s site map.  On your site there is a link at the very bottom that says “Site Map” and it lists all the pages on your site.  If you uncheck the “Include in Sitemap” box, the page will not be displayed on this Site Map page.

Header Style: If you want to change the way the header image appears on the page you can select a different option from this drop-down menu.  (You can also do this when you’re directly editing the page itself.)

Descriptive Paragraph: This will only come into play if the specific page is listed on a Hub Page, such as you see on your default “Resources” page.  Each item on the page has a small text description that explains what the page is about.  This box is where you can change and/or enter a description.

Don’t forget to save your changes once you are finished.

Site Map- Search Engines Tab

You have the ability to change the page titles, keywords and meta descriptions for each page of your website, which can be beneficial for the Search Engine Optimization of your site.  To do this you’ll right-click on the page whose settings you want to change and pick the “settings” option:

On the next screen, you’ll select the tab that says “Search Engines:”

You can enter a unique page title for the page, specific keywords that are relevant to the page, and a related description.  Don’t forget to click “Save” when finished.

As always, you’ll want to hit “publish” to push all changes out to your live site.

Hub Pages, like your Services page, work a little differently then other pages on your site and editing may seem daunting at first. But it’s actually quite easy to edit!

Tab Hub Pages

As an example, the Services section of your site is a Tab Hub page.

If you  log into your site manager and navigate to the Services page you’ll notice you can’t directly click and edit the page like you can on your Profile page, for example.

Your Services page is a Tab Hub page.  It is pulling the information you see on your main Services page from the Site Map.  So to edit your Services page you’ll want to click on the Site Map link in the upper-left of the Site Manager.

Here you can expand the Services section so that you see all of the various pages.  It’s important to note that the main headings have a line through them.  This is because those are place-holders.  They appear as your tab headings on the Services page, but they are not clickable links that take a user to a page.

The items below those headings (with the lines through them) are your pages that can be clicked on and edited.  You can re-order the pages, delete or add them right here on the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.

Picture Hub Pages

Your Tax Center page on your website is an example of a Picture Hub Page.  Similar to a Tab Hub Page, you modify the order and listing of what appears on your Tax Center page from within the Site Map and not on the Tax Center page itself.

A Picture Hub Page looks like this:

To edit the page you’ll click on the Site Map link in the upper-right hand corner of the Site Manager:

Then expand the menu next to Tax Center to view the layout of the pages.

You can now drag and drop the sub-menu items to different places to re-order them, add pages or delete pages from within the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

A common request with Picture Hub pages is to change the icons that are displayed by default, and to change the descriptions listed next to those picture icons.  (Please note that for a hub page, you can not use your own images.  Our system is set up to pull the icons for a Picture Hub page directly from our database of stock images.  So you can select a different image from our stock library but you won’t be able to upload your own unique image like you can on other pages of the site.)

To change the images on your Picture Hub page, you’ll right-click on the page in the site map and choose the “Settings” option.

Here you will be presented with your page settings.  To change the image, click on the Change Image button and browse the image gallery to find a new image, illustrated below:

You can also update the description by modifying what’s listed in the Descriptive Paragraph section, then clicking “Save.”

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.