Setting up Community Portal

Community Portal Tabs

The Community Portal is organised via a series of tabs which can be renamed and enabled or disabled according to the needs of the school. 

Providing access to Community Portal administration for a staff member

• eSIS needs to be published in Citrix

• The user needs to be placed in the Systems Administrator Security Group in eSIS by the current systems administrator in the school

• Citrix needs to be installed on the user’s device by the school administrator

• The ePortal Administrator must allocate the staff member to Citrix and the Community Portal via the User Roles in ePortal Admin, so that these tiles appear on their ICON ePortal page. 

Overview of Community Portal

When schools come on to ICON a basic Community Portal configuration is made available.

Options are available allowing schools to customise the ICON Community Portal for their school community’s needs.

Configuring Community Portal

To make changes to the basic configuration supplied by ICON, the staff member with Community Portal configuration access will need to:

• Click on Configuration in the Admin bar at the top of the Community Portal page:

Configuration

The main configuration page is displayed:

• Click the Menu tab:

Menu items can be enabled or disabled here.

• Click on the menu item to be enabled or disabled:

• Once the item to be enabled/disabled is selected click on Enabled Flag:

• To enable the menu item tick the Value box

• To disable the menu item remove the tick from the Value box 

• Click on the Menu tab

• Select the menu item

• Click Menu Order

• Change the Value to an appropriate number (menu items will be displayed from left to right in order from lowest to highest). Using increments of 10 is advised to allow new menu items to be inserted if needed at a later date

• Click  Update 

• Click on the Menu tab

• Select the menu item 

• Click Override Text

• In the Value field enter the new text

• Click Update 

Some pages have default html text displayed. The HTML displayed on any of the pages within Community Portal can be edited using the HTML Editor. This can be customised in Configuration mode

• Click on the HTML Editor tab

• Select the page to be edited from the drop down menu

Using the Editor window users can add:

• • formatted text including lists

  • hyperlinks

  • tables

  • graphics

Full screen mode is available. Users can switch between Design, HTML and Preview modes.

• Click Save when complete.

Once changes have been made it is usually necessary to click Reload Config to make sure all changes are displayed.

• Click on Reload Config from the Admin bar at the top of the page

• Once reloaded, a message will be displayed to show that the process has been successful.

Impersonating a user

Once changes have been made it is possible to view these changes from the point of view of any Community portal user.

• From the Admin menu bar select Impersonate

• Enter the name or ID of the person you wish to impersonate

Users can also be selected by constituency using the Constituencies filter

• Click Refresh 

• Select the required user from the list that appears in the Impersonation Search box

• Click on Login As to the right of their name.

Users can now see the different tabs as they appear to the user specified.

• Click on Cancel Impersonation in the top left of the admin bar to return to the Configuration tool 

Viewing a disabled menu item

Before enabling a menu item, users can see how the item will appear before it is enabled. This can be accessed in Configuration via the Menu tab.

• Tick the Show disabled pages when impersonating box

• Click Save

The Menu Item Attributes

Each menu item has a number of attributes that can be configured:

• Enabled Flag: determines if the tab is displayed

• Override Text: defines the title of the tab

• Parent Page Seq: determines if the tab is a sub-menu of another tab

• Menu Order: defines the position of the tab in the main menu from left to right

• Student Contact Enabled: determines if parents can see the tab

• Student Enabled: determines if current students can see the tab

• Future Student Enabled: determines if future students can see the tab

• Past Student Enabled: determines if past students can see the tab