Getting Started with the Menu System

Note: Ensure you are using Portal V2

The Menu System only works with Portal V2. If you are a new customer, you most likely have this enabled already.

Click here for more information on Portal V2 and how to turn it on.

The menu system will allow you to customize the Portal side menu.

You will be able to create and manage multiple menus for different use cases and assign them to specific companies and contacts.

When assigning menus to Companies or Contacts, we use a "Cascading override" approach. A user will see the global "Default" menu to begin with. This will be overridden by any menu assigned to their company. This will be further overridden by any menu assigned to the contact.

Menu items are created independently from menus and a given menu item can be shared between multiple menus.

We provide a "Default" Menu comprised of the standard Portal menu items. This is the menu all users will see by default, unless there is another menu configured for their company or specifically for them at the contact level.

Turning the Menu System On

If you are a new customer, you most likely have this enabled already. For existing customers, the menu system is turned on through a feature flag and is disabled by default. You can switch it on at the Feature Preview page. You will be able to create and edit your Menus and Menu Items before finally switching it on.

Before you switch the Menu System on The new menu system comes with a few changes to the Portal UI which you may wish to communicate to your customers beforehand. Read more about these changes at Menu System - Changes to the Portal UI

Menus are ordered lists of references to Menu Items, which can be freely rearranged.

The top menu item inside a menu will become the Landing Page for the Portal. The Landing Page is the first screen that a user will see when they open the Portal.

Read more about Menus.

Menu items describe the content you wish to place into the menu. They can be shared between multiple Menus and changes made to them will be visible across all menus which reference the item.

Read more about Menu Items.

Getting Started

Here are some things you can do to get started:

  • Create menu items for all the content you wish to expose in the Portal. You don't have to worry about who can see what at this stage.
  • Add or rearrange items in the "Default" menu.
  • Create some new menus
  • Assign a menu to a company or contact
  • Migrate your top level, auto-navigate learning center links to menu items and add them to a menu


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