- Set the Basic Site Settings.
- Click the Site Setup link in the bottom left corner, and then click Basic Site Settings.
- Change the Site Title to a descriptive title for the project.
- Change the Reply to address to the Site Administrator's email address or the email address for the project. Also, change the Reply to name to the Administrator's name or the project name. This is the sender information on email messages sent to users regarding site registration or password update, and on the Contact form found at the bottom of every page.
- Click Update to save the settings.
- Decide on the site banner. If there are existing graphics for the project, we can incorporate them into the site. Otherwise, we can design one for the project. Banners cannot be edited by the Site Administrator, so please work with IMS staff on any changes.
- Set up the initial contacts for the site. To add or remove contacts, go in the Contacts folder and use the Add new or Edit options on the toolbar.
- Decide on the folder layout in the navigation pane. The simplest approach is to work with the default folder structure, and rename and add to existing folders. Note that some of the folders in the initial setup have a specific purpose, and therefore have specific allowable content types. Examples are the Contacts, Events and News folders. The folder names can be changed, but not the allowable content types within them.
- Update the Home page to describe the purpose of the portal or to provide instructions to users. Click the Home link, and then click the Edit option from the toolbar to change the Title, Summary, and Text fields. Click Save to keep the changes.
- Any of the portlets, the boxes along the right and left sides of the site, can be moved or taken off the site. These include the Calendar, News, and Upcoming Events. The navigation pane should remain on the upper left side. For changes to the portlets, contact IMS.
- Add users to the site using the + Add New User link on the Users page.
