Create a Portfolio

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By creating a Portfolio on the OpenLab, you will be setting up a Portfolio Site and an associated Portfolio Profile page.  The steps below will take you through naming your Portfolio, writing a short description, and uploading an avatar for your Portfolio Home.  You will also choose a URL for the Portfolio Site and Privacy Settings for both the Home and Site.

1. After logging in, click My Profile in the main menu. Then click + Create an Portfolio in the right-hand menu.

Step One: Portfolio Creation

1. On the first Portfolio creation page, you will see a space to enter your Portfolio Name.  It will already have a name filled in, based on your first and last name, but you can change that if you wish.  We recommend that you follow this format: FirstName LastName’s Portfolio (for example, Jane Smith’s Portfolio).

2. Choose a portfolio home URL.  Like your name, this text box will already be filled in, based on your name.  However, you can enter a different URL if you wish.  Once created, the URL cannot be changed, so consider it carefully.

3. Upload an avatar, by uploading an image of your choice. Once you upload your image, you can crop it, if you wish.

4. Next, enter a description of your Portfolio.  This is a required field. You can always change this later, so if you don’t have a description prepared, just type something as a placeholder.

5. Choose your Portfolio Privacy Settings.  These settings control the privacy of the Portfolio Home, and are different from the Site, which you will choose next.

This is a public Portfolio:

  • This Portfolio Home and related content and activity will be visible to anyone, whether or not they are members of the OpenLab.
  • This Portfolio Home will be listed in the Portfolios directory, search results, or OpenLab home page.

This is a private Portfolio:

  • This Portfolio, related content, and activity will only be visible only to members of your Portfolio.
  • This Portfolio will NOT be listed in the Portfolios directory, search results, or OpenLab home page.
  • The link to this Portfolio Home and Site will not be publicly visible on your OpenLab Home.

This is a hidden Portfolio:

  • This Portfolio, related content, and activity will only be visible only to members of your Portfolio.
  • This Portfolio will NOT be listed in the Portfolios directory, search results, or the OpenLab home page.
  • The link to this Portfolio Home and Site will not be publicly visible on your OpenLab Profile.

6. When you are finished, click Create and Continue.

Site Privacy Settings

2. Next, choose the privacy settings for your Portfolio Site.

Step Two: Create an associated site

1. The portfolio being created is associated with a WordPress site, which displays the content of the portfolio. Here, you can create a new associated site for your portfolio, or use an external site, that is not part of the University of New Haven OpenLab.

2. Choose the privacy settings for the portfolio site.

Public:

Allow search engines to index this site:

  • Anyone can visit your site without needing a password.
  • Search engines will index all pages and posts, meaning your site will show up in search results on Google, Bing, and others.
  • Choose this option for maximum public visibility.

Ask search engines not to index this site:

  • Visitors do not need a password to see your site if they know the URL or are linked from elsewhere, but Google, Bing and other search engines should not index your posts and pages. (Please note: it is up to search engines to honor your request.)
  • Choose this option if you want to be able to show the site to people who are not members of the OpenLab, but you don’t want people to stumble upon it via search engines.

Private:

I would like my site to be visible only to registered users of the OpenLab:

  • Anyone who is signed into the OpenLab can see this site.
  • Choose this option if you’d only like the OpenLab community to be able to see the site.

I would like my site to be visible to registered users I add:

  • Choose this option if you only want members of your Portfolio to be able to see the site.

I would like my site to be visible only to me:

  • No one except site admins can see the site.
  • You may choose this option if you are in the process of creating your Portfolio, but it would rarely be useful for an active Portfolio.

3. Select the role default member roles for new members, that will be added to your portfolio site in the future. Here, you can also adjust the default roles of current members of the site.

4. Enable “Add to My Portfolio” adds a button to posts, pages, and comments that you have authored anywhere on the OpenLab. Using this feature allows you to save these directly to your portfolio.

5. Click Next Step to go to the next step of the portfolio creation process.

Step 3: Inviting Members

1. If you would like to invite members to your Portfolio, start typing their display name.  When a dropdown list appears, select their name from the list.  Their name and avatar will appear under the heading Invites.  When you’re finished, or if you do not wish to invite anyone at this time (you can always do it later!), click Finish, at the bottom of the page.

This article is adapted from City Tech OpenLab Help, under a CC BY-NC-SA license.

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