Build and Manage a Portal

Use the Site Manager and Site Wizard to help you build and manage a Portal.

Portals are highly configurable. When you create your Portal, you decide how many sites to create, which site displays by default, how each site looks, which site items are displayed on each site, and who can access each site/item.

To help create and manage your Portal, CSM provides the:

  • Site Manager: Helps manage sites.
  • Site Wizard: Walks through the steps to create a cursory site.
  • Site Editor and Site Properties window: Help edit/refine the way site/site items look and behave.
  • CSM Item Managers: Help manage site items, such as dashboards, HTML pages, and document repositories.

    Good design is important. Before creating a Portal, see our recommendations on how to design a Portal.