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 edit the page headers on your website you have two options.  You can change the existing image to one of our other stock images, or you can upload your own.  This section will show you how to use our stock images.  Please see the Creating a Custom Header page.

To get started, you’ll want to log into your site manager.  For instructions on how to do this, click here.

Once you’re logged in, click on the page that you want to change the header of by navigating through the links on the site.

Scroll over the header area so that the gray or beige box appears denoting that it’s an editable region.

Click within that gray or beige editable region to bring up the editor window:

From here you can change the Navigation Title so that it says something different (such as Personal Financial Planning Services”).  You can also click on the “Change Image…” button to bring up our image gallery so that you can choose a different image.

Click on the folder you’d like t browse through.  When you find an image you like, you can click on it to select it.  If you don’t like the images in the folder you chose, you can click the “Back to folder listings…” link above the list of images.

After you’ve selected the image you’ll see a preview of it in the editor.  You also have the option of changing the Header Style.  The different options are listed below with visuals:

Standard Framed Image-

Mirrored Image-

Photo-Stack Image-

Steel-Framed Image-

Title Only-

Custom Header- this type of header is covered in the “Creating A Custom Header” help section.

Once you’ve finished updating the header, click the “Save” button to save your changes:

Finally, click on the “Publish” link at the top of the site manager to push these changes out to your live website.

Now that you have your site the way that you like it, it’s time to make it public by publishing it. Click on the Publish button on the Navigational Menu and the changes to your website will be on the World Wide Web.