6 Editing a Portal

This chapter describes how to open the portal editor and edit a portal. Editing a portal allows you to add or modify the pages of the portal (including the Home page), as well as work with portal assets, membership roles and permissions, and documents.

This chapter includes the following topics:

Permissions:

To perform the tasks in this chapter, you need the permissions specified in each section in this chapter.

For more information about permissions, see Section 29.1, "About Roles and Permissions for a Portal."

6.1 Opening the Portal Editor

You can open the portal editor in any of the following ways:

6.2 Accessing Pages in the Portal Editor

Permissions:

To work with pages in the portal editor, you need the following portal-level permissions:

  • Basic Services: Edit Page Access, Structure, and Content (standard permissions) or Pages: Create, Edit, and Delete Pages (advanced permissions). Users with this permission can edit pages, revise page properties, add page content, and delete pages from a portal. This includes delegated administration to override the page security and grant other users permissions to create subpages, edit the page, and so on, overriding any permission limits of user roles.

  • Assets: Edit Assets (standard permissions) or Navigations: Edit Navigations (advanced permissions) as adding or deleting pages changes the portal navigation.

Note that when a role's portal page permissions are added or revoked, WebCenter Portal does not automatically add or revoke permission to edit portal navigation for the users assigned to that role. Page and assets permissions must be explicitly added or revoked.

For more information about permissions, see Section 29.1, "About Roles and Permissions for a Portal."

In the portal editor (see Section 6.1, "Opening the Portal Editor"), click the Pages tab to create new pages, subpages, page variants, edit existing pages, or modify the portal navigation (Figure 6-4).

The Pages page in the portal editor displays one of the following views:

6.3 Accessing Assets in the Portal Editor

Permissions:

To work with assets in the portal editor, you need portal-level Assets permissions.

For more information about permissions, see Section 29.1, "About Roles and Permissions for a Portal."

In the portal editor toolbar (see Section 6.1, "Opening the Portal Editor"), click the Assets tab to modify asset settings or create new assets (Figure 6-8).

Figure 6-8 Editing a Portal: Assets

Description of Figure 6-8 follows
Description of ''Figure 6-8 Editing a Portal: Assets''

For more information, see Part II, "Working with Portal Assets."

6.4 Accessing Members in the Portal Editor

Permissions:

To work with members in the portal editor, you need the portal-level permission Manage Membership. A portal moderator has this permission by default.

For more information about permissions, see Section 29.1, "About Roles and Permissions for a Portal."

In the portal editor (see Section 6.1, "Opening the Portal Editor"), click the Members tab to add new members or groups to the portal, establish permissions, and define and assign roles (Figure 6-9).

Figure 6-9 Editing a Portal: Members

Description of Figure 6-9 follows
Description of ''Figure 6-9 Editing a Portal: Members''

For more information, see Part II, "Working with Portal Roles, Permissions, and Members."

6.5 Accessing Documents in the Portal Editor

In the portal edit toolbar (see Section 6.1, "Opening the Portal Editor"), click the Documents tab to create and manage portal folders and files (Figure 6-10).

Note:

The Documents tab is available only when the Documents tool is available and enabled in the portal. See Section 39.2, "Enabling and Disabling Tools and Services Available to a Portal."

Figure 6-10 Editing a Portal: Documents

Description of Figure 6-10 follows
Description of ''Figure 6-10 Editing a Portal: Documents''

For more information, see the "Creating and Managing Documents" chapter in Using Oracle WebCenter Portal.