Creating Menu Items

This article has been merged into our wider document on DeskDirector Menu Items.

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 > New Menu 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.

Creating Menu Items - Tutorial

33 STEPS

1. Open DeskDirector Admin Portal and click Portal.

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2. Click Menu System.

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3. In the Menu Item section, we can create individual menu items for our default or custom menu.

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4. Click Menu Item.

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5. The top section displays the menu items which are part of the system's default menu. You can click to edit them.

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6. Click Contact Support.

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7. Click the Name textbox.

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8. Modify the text in the name textbox.

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9. Click the Icon textbox to change the icon.

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10. You can search for an icon by typing in its name. Choose from the dropdown results.

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11. Click Add Tag to add any tags.

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12. Click the name of the tag that you wish to add.

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13. Click Save to save your changes.

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14. Click Items to go back to the Menu Items section.

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15. In the lower section, you can add or edit your own custom menu items.

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16. Click New Menu Item.

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17. Type the Name of the menu item.

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18. Next, click the Icon textbox.

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19. Type to search for the required icon. Then, click the icon name from the results.

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20. Click Add Tag to add any tags.

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21. Click the name of the Tag that you wish to add.

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22. Next, we can select how the portal will behave when the menu item is clicked. Expand the Type of Menu Item drop-down box to view the options.

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23. Let's choose the Extension Menu option. This will let the user view the contents from inside the portal.

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24. It gives the option to run the contents in a sandboxed environment. Toggle the Enable Sandbox switch to enable/disable it.

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25. If sandbox is enabled, the following options can further be enabled, to allow or restrict certain actions.

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26. Scroll up and click the Menu Item drop-down again.

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27. The External Link option will open the contents of a Menu Item in a new tab. Go ahead and click on it.

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28. Next, provide the website address in the External site's URL textbox.

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29. The following options will let you pass query parameters to the external website. You can use them as per your requirements.

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30. Finally, click Save to save the menu item.

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31. Click Items to go back to the previous section.

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32. We can now see our new Menu Item in the custom menu items section.

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33. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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