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Navigation Menus

OVERVIEW

The navigation menu is a shortcut menu that lets you access desired areas using the side/top navigation menu. What appears in these menus can be customized based upon where the page you, or the user, happen to be working on: Admin, Commerce, Quick Registration, Subheader and Subfooter.

There are default menus for each user type, but you can customize these by adding custom links or hiding default links. Navigation menus can be customized with the links you want to display in the sidebar or top navigation bar. You can add, reorder, hide, or delete links. External links can be added to default link sets, and you can designate a unique link set for each user type.

ClosedNavigation Menu Descriptions

Navigation Menus are always managed in a pending state. In order for navigation menu changes to become active, they must be initialized on the system. To determine which user type has access to which menu, see the access rights tables for the various menus provided.


ADMINISTRATION

ClosedSetting the Navigation

  1. Navigate from: Admin Home Page > General > Navigation Menus.
  2. Determine where the navigation menu will be placed: 
  3. Click Set.


ClosedManaging Navigation Menus

  1. Navigate from: Admin Home Page > General > Navigation Menus.
  2. Click List Links next to the menu you'd like to edit.
  3. Click one of the following: 

ClosedCustomizing Menu Buttons

Use this area to set the company/user type that can access this menu. You will also hide or show links here.

  1. Click Customize Menus on the Internal Tab or User Defined tab.
  2. Choose a Company Type and User Type and click Go.
  3. Do one of the following: 
  4. Modify which columns are displayed in the Top Navigation and Side Navigation tabs:
  5. Click Add to add a custom link to the menu, if available.
  6. Click Update after doing necessary changes
  7. Click Back and this will take you to 'Navigation Menu' page. Click Deploy to deploy.

ClosedEditing Menu Links: Internal or User-Defined Tab

The Internal tab contains all the navigation items that are built-in.

  1. Click List Links next to one of the navigation menus.
  2. Click on the Internal or User-Defined tab.
  3. Click Edit next to a corresponding link. When you click Edit against an item, the corresponding 'Link Editor' page is displayed.

  4. Manage the following settings: 
  5. Click Update to save your changes and return to the Navigation Items List for the menu you are working on.

ClosedAdding a Custom Link: User-Defined Tab

  1. Click List Links next to one of the navigation menus.

  2. Click the User-Defined tab.
  3. Click Add to add a navigation item.
  4. Enter the Label and the URL.
  5. Click Add.
    1. To delete user-defined links, select the links to be deleted and click Delete.

ClosedTranslations

  1. Click Translations to open a dialog where you can enter text language translations for supported languages.
  2. Click Save to save translations in the system and continue entering translations.
  3. Click Save and Close to save entered translations and close dialog. Click Close to close dialog without saving.

ClosedEditing the Stylesheet


ClosedDeploying the Navigation Menus

  1. Navigate from: Admin Home Page > General > Navigation Menus.
  2. Make edits to any navigation menus and their links.
  3. Click Deploy on the Navigation Menus page.
    1. All changes must be deployed in order to take effect.

NOTES

RELATED TOPICS

Related Topics Link IconSee Also