Table of Contents

Menus

Niamh Ferns Updated by Niamh Ferns

You will often see Menu Groups referred to as just "Menus".

Menus (also called Menu Groups) are used to gather together Menu Items into an ordered list. You can search, modify, create and delete Menus from the Menu Group page inside your Admin Portal. Menus exist independently of the accounts and contacts you will assign them to.

Initially, you will only have the Default Menu already set up. This menu is a global catch-all, which users will see when there isn't another menu assigned to them from an account or contact level.

The Custom Menu section shows a list of the menus that have been created for your DeskDirector instance. Adjacent to each custom menu name are 2 icons, which represent accounts and contacts, and a green highlight indicating if the menu has been assigned to a contact or account.

Assigning menus to a contact can be done from the Accounts and Contacts tabs in the Admin Portal, respectively:

The default system menu can be edited, but it can't be removed because it acts as the catch-all menu.

Creating Custom Menus

Every menu group contains a set of system menu items by default, which cannot be removed.

You are able to search through the Menu Items you have already created, adding them to the menu. Using your mouse to click and drag, you can rearrange the menus into an order of your choosing.

Editing Menus

Any of your menus can be edited as you wish by clicking on the menu from the menu group list. The right pane of the menu editor should show the companies and contacts that are assigned to and using the menu.

Portal Landing Page

The first item in any menu will automatically become your Client Portal's landing page.

This will be the first page a user sees when they open the portal, unless you have deep-linked elsewhere in the application. The top menu item will also look slightly different from other menu items in order to differentiate it and give it emphasis.

The top item in the menu should always be the one that is most relevant to the target company or user. For most users, this will be the Create Ticket page, but for some users, it might make more sense to show them the Approvals or Invoices page straight away (for example).

Assigning Menus to Accounts and Contacts

The menu system uses a cascading override approach for configuration. The global menu will be overridden by any account-level menu configuration, which in turn will be overridden by any contact-level menu configuration. We recommend that you progressively define more specific menus as you need them. Starting with the global menu, then the menus for specific companies, and finally the menus for specific contacts, as required.

You will need to find the account or contact you wish to configure a menu for in the Accounts or Contacts page. Navigate to the Custom Portal Menu tab, where you will see some information about the currently applied menu. Choose the option to override this and select a Menu from the dropdown, and click Save.

As always, when making configuration changes that affect the Portal, it is a good idea to impersonate a contact to check if things are working as expected.

How did we do?

Custom Branding

Menu Items

Contact