Configure

How to add markup to the top or bottom of every page on a site, load external or inline scripts and stylesheets, import tags from pasted HTML, and why markup with a script tag is refused.

How to create a site for your association's portal or an event, what each field controls, how cloning and deactivating a site work, and what happens to a site's pages and menus when it is deleted.

How to lay out a page's content in the visual designer, insert images, place other applications' widgets, and save your work without publishing it.

How to write a reusable custom component from markup, styles, and script, give it fields page authors fill in, link supporting files to it, and preview it before publishing.

How to lay out a page template in the visual designer, mark where each page's own content goes, and preview the template on a real site before pages use it.

How to switch on event permissions for a security policy and limit an event microsite to registrants, paid registrants, chosen registration categories, speakers, or sponsors.

How to add ready-made pages, such as membership renewal, to a site in one step, what installation creates, how to see which features are already installed, and how reinstalling a feature can fix pages that fell out of date.

How to attach security policies to a members-only page or to a menu item, choose whether a visitor must meet all, any, or none of them, and what happens to a page's policies when it stops being members-only.

How to set a page's access level, restrict a page or menu item further with security policies, and understand the permissions that open the Pages and Menus screens.

How to link stylesheet and script files from Assets so every page of a site loads them, set the order they load in, and unlink them.

Where to see every page and menu of the site you are working in, how to filter the list, and what happens when you delete a page or a menu.

The three ready-made Portals access policies — read-only, day-to-day, and administrator — what each lets a person do, and why setup and hosting are restricted to administrators.

How the Setup overview walks a new account through Portals setup, what its checklist covers, why staff are sent to sign-in settings or Sites before other setup screens, and why Currency Mapping Policies sometimes does not appear in the Setup menu.

How staff publish an asset's working copy as a new version, discard unpublished changes by reverting, and repair what sites load by rebuilding the asset map.

How to choose a site's default menu and the page visitors see for an address that does not exist, and how to define named variables that a site's custom components can read.

How to open, create, and edit a site's settings — its browser-tab title and favicon, Google Analytics, and its currency mapping policy and display — and why saving here takes effect immediately, with no separate publish step.