Standard Site Options

Set up Standard Site Options

Site options determine the overall graphics framework, make the site public or private, and turn on and setup features.  This Quick Start Guide will show you the standard site options to review, keep them as they are or make changes.  There are links in each site option to an article in the online knowledgebase to guide you along.

View the Knowledgebase

Site Access

This portal has been set to “Private Access” to require a login to view the site.  Change portal access to “Public” so the site can be seen by anyone with the UR without logging in.  Public sites can have certain elements private and viewable after logging in by setting the access to catalogs that hold content, sessions or virtual booths as private.

Portal Access:  Site Options > Portal Access
Catalog Access:
  Catalog Options > Access


Replace the logo file with your logo that will be used in the site header and other areas of the site.  Replace the favicon graphic with an image to display in Google Chrome search tabs.  Customize the colors of the navigation bar. The background of your site is set to white, but you can change it to have a color or a graphics image behind the site.

Logo, Favicon, Navigation:  Site Options > Appearance

Logo (need article)


Turn your calendar “on” so the calendar function appears on the site.  Turn on session reminders for the site to send automated emails when someone signs up.  (Attendee calendar lets you add sessions or meetings directly to attendee calendars)

Calendar: Site Options > Calendar & Reminders

Post Options

Posts are content or sessions you add to the site.  Turn on access to make some posts private, viewable to specific types of attendees.  Turn on approval to require someone to review posts before they go live on the site.  Turn on reviews for attendees to add their reviews of posts.  Your site comes with post types that are used as data tags for search or filters for directories.  Add more post types if needed.

Post Options:  Site Options > Post Options


Administrators can either manage the entire site or manage an individual catalog or virtual booth.  The users and contact database is setup for you, but you can add additional fields to hold information on administrative users.

Users & Contacts:  Setup & Add & Manage


Attendees are individuals that login to participate in an event, signup for and join sessions, view content or engage in other activities.  The attendee database is setup for you, but you can add additional fields to hold information on individuals.   As an option, add attendee types in setup to customize their experience, restrict access to content and sessions, segment the list of email recipients or customize reports.  Add attendees individually or upload them from a file.

Attendees:  Setup & Add & Manage


Catalogs are segments of the site that hold content or sessions and can be managed by a catalog administrator.  Booths are segments of the site that are managed by exhibitors and sponsors. The catalog and booth database is setup for you, but you can add additional fields to hold additional information.  This site has several catalog and booth templates.  Add new catalogs or booths, select the template and the site will create a copy of that template.

Booth Options:  Setup & Add & Manage


The site delivers automated emails to attendees and administrators to welcome them to the site, remind them to take an action or notify them of important items.  The site can also deliver custom messages, newsletters and session reminders.  Setup email by adding a default header and footer and a "from" and "reply to" email.  Default options will apply to all site messages and session reminders but can be changed for custom messages and newsletters.

Email Messaging:  Default Header & Footer