Creating Menu Items

Edcel Ceniza Updated by Edcel Ceniza

You may have already checked out the information regarding DeskDirector native menu items. In this article, we will discuss how to create custom menu items.

Creating menu items can be easily done via Portal > Menu Items > Create item

In the Create Menu Item page, you should be welcomed by several forms and checkboxes, the most basic of which is the Name and Icon for the menu item.

Please specify the display name of the menu item, then specify an icon to be used for it. You should be presented with a few options upon selecting the icon form. If you can't see the icon you want to use, you can search for the specific icon from the material icon set.

Type of Menu Items

After specifying the menu name and icon, you should now choose the type of menu item you want to set up.

Extension Menu

This menu item will embed a static/dynamic website into the portal. You just need to specify the extension site's URL. Among the type of custom menu items listed here, this is the most powerful as this adds a lot of flexibility and functionality to the client portal with the endless possible extensions you can add.

Below the extension site URL form are sections for security and query parameters. Here's a separate guide to learn more about extension menu security and query parameters.

ConnectBooster Menu

This menu item will embed ConnectBooster (invoice and payment) inside the portal. You just need to specify the ConnectBooster site URL.

Only visible if user has Invoices permission

OneNote Notebook Menu

This menu item will embed a OneNote Notebook into the portal. You should be able to choose from a selection of existing OneNote Notebooks. If you have not created one yet, you can easily create OneNote Notebooks from the DeskDirector Portal.

BiggerBrains

The BiggerBrains menu item will allow your customers to view all the BiggerBrains courses for the given product. You can select which BiggerBrains product you want to show in the menu item. Note that BiggerBrains products are paid add ons which you will have to purchase in order to use. Learn more about BiggerBrains or check out this separate guide on how to add BiggerBrains into the DeskDirector menus.

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Intro to Menu Items

Extension Menu Security and Query Paramaters

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