Menus

Menus are navigation elements displayed at the top bar of the client portal, providing users with quick access to different pages. You can create multiple menus and assign them to specific client roles, ensuring that users see menu options relevant to their role.

Each user role has access to only one menu. If a client account has multiple roles assigned with different default menus, the menu of the first role will be used.

Each menu item is linked to a specific page, and clicking on it redirects the user to that page. For better organization, you can create dropdown menus that group related menu items together under a single header.

Configuring a Menu

Navigation

• Open the Admin Interface: Navigate to the Client Portal section.

• Click on the Menus option. This will display all the existing menus in a list format.

• Create or Clone:

  • To create a new menu, click on the Create New button.

  • Alternatively, to replicate an existing menu, use the Clone option. You can then edit the cloned menu as needed.

Menu Configuration

• Provide a name and a brief description for your Menu.

• Brand Text: If you would like to display any text before the menu begins, enter it in the Brand Text field.

• Use the color picker to select the background color of the menu bar.

Adding Menu Items

• Click Add Menu Item to create a new menu entry.

• A new section labeled Menu Item # will appear.

  • Name: Enter the name of the menu item.

  • Page: Select the target page where users will be redirected when they click on this menu item.

Dropdown Menus

• If you want to create a dropdown menu:

  • Enable the Dropdown checkbox.

  • This will reveal an option called Add Dropdown Item.

• Click on Add Dropdown Item to add options.

  • A new section will appear to configure each dropdown option.

    • Name: Enter the name of the option.

    • Page: Select the page where users will be redirected.