Portal Maintenance

Vantaca gives you the ability to customize portal content and designate, at an Association level, what pages owners and board members will have access to!

Portal page maintenance uses a Global / Association concept similar to that of Vantaca's GL Codes. Changes can be made at a Global level that will update pages for all associations by editing the global Settings > Portal Pages. Changes can also be made on a per association level that will be applicable to only that association on the Association > Portal Pages screen.

Editing Portal Pages

Global, default portal pages are managed on the Settings -> Portal Pages page.

These are all of the available pages that your different associations can use for their own custom Portal experience. To create a new page, click on the +New Portal Page button and complete the form below:

See the end of this article for descriptions of each of the available fields!

Once your new page has been created, you can either select the page as default, using the "Is Default" flag, and whether that page should be immediately available to users with the "Is Live" flag. Selecting the "Is Default" flag will make this a "used" page for each association, meaning that each association will now have that page as a default. Therefore, if you only want to use this page for a single association, do not select the "Is Default" flag!

Once a page has been created on the global Portal Pages level, we can go to the Association -> Portal Pages page to customize that page for an association.

Editing Association Pages

Edit Association Specific pages on the Association > Portal Pages screen. You must have the appropriate role securities to access this page.

• Specific pages can be disabled or enabled on an Association level. For instance, you can disable the ARC page for specific associations that do not have Architectural Requests.
• If content is edited at an Association level, any changes at a Global level will no longer apply to that field for that Association.
• To make the edited Association content follow the Global page again, either clear the field and leave it empty or make sure the contents are exactly similar to the contents in the same Global field.
• The three page content fields (Body Content, Body Footer Content and Page Footer Content) are an exception in that they will only follow the Global page again if the contents are the same. This allows for a single association to have no additional page content on a page. If one of these sections is edited on an association level and you want to set it back to the global setting, the global content needs to be copied into the association content.

Removing Association Pages

• When a Global page is set to "Is Default", it will appear in every Association in tab "Association Portal Pages". Each Association can then choose to mark it "Not Used" to remove it from their Portal Page.
• The page will move to the UnUsed tab where it can be re-added when desired.

• If a page is set to Not Live in the Global settings, the page will not show in any Portal. It can be edited and customized but it will only show in the Portal when it is marked Live.

• You'll notice that there are certain portal pages are required and therefore cannot be unused or removed, such as the Owner Dashboard, My Login and Forgot Password pages.

Role Securities

Securities, placed under Settings > Portal Pages (Global) and Association > Portal Pages (Association) allow editing of the pages on a global or association specific level.

Page Sections

Main Title - Displayed on the page in the blue header section under the header image

Page Title -

Body Title - Displayed at the top of the content section of the page. This section uses an H1 Header Style Tag.

Page Title - Displayed on the browser tab

Page Path - The URL of the page. This is only editable for custom content pages. System content pages (such as My Account), cannot be edited.

Visibility - Security for what portal users can see this page. This is similar to Document or Calendar securities. Options are "Board", "Homeowner", and "Everyone".

Menu Section - The section of the menu where the page will appear. The top section of the menu is "Owner", the next section is "Association" and the last section, for those with permission, is "Board".

Menu Order - A numerical ordering of items in the menu

Menu Title - The name of the page in the site's left navigation menu

Menu Icon - The icon that is displayed next to the Menu Title for each page. A link to a website shows the available options. The menu icon will be in the format "FA-Icon" and the code for each is found via the link next to this field.

Body Content - This section will display content below the Body Title and above any functional modules on the page. For instance, on the Association Calendar page, this content would display above the calendar.

Body Footer - This section will display content below any functional modules on the page and above the orange menu icons.

Page Footer - This section will display content at the bottom of the page below the orange menu icons and above the blue section with the Vantaca Copyright content.