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Comment: Published by Scroll Versions from this space and version 2021.3

Main Menu Customization PageImage Added

The Menus and Links section allows a User to update Menu and Link permissions and labels to further customize the appearance of your Organization's CustomerCenter. It also allows for changing the Order or currently available Menus and Links, as well as creating new Menus and Links to display.

Once updated are finished, a User can click the SaveImage Added button to keep the changes, or click the CancelImage Added button to revert the changes. When Menu and Link title changes are saved, the application will immediately update to the new titles, without requiring Users to refresh the page in order to see the update.

When an item is deleted, it will still display on the screen until the changes are saved. The Menu/Link will display similar to the below image:

Example of an Unsaved, Deleted, MenuImage Added

Menus can be dragged around the page to change the order in which the Menu Options appear within the CustomerCenter Navigation Menu.  Menu Items display in order from right-to-left, and top-to-bottom.

Permission Builder IconImage Added - When the Permission Builder Icon is clicked, it allows the User to view what types of Users can access the Menu and its Links.

Permissions Dropdown Menu exampleImage Added

The Permissions Dropdown Menu opens when the User hovers over on the Permission Builder Icon. It displays all Permission Sets that grant access to the Menu. Clicking on any selection opens the Permission Sets Grid so that the User can update the Permissions.

Edit IconImage Added - When the Edit Icon is clicked, the Menu text can be edited from the Edit Menu Item form.

Edit Menu Item Form ExampleImage Added

The Edit Menu form allows the user to configure the displayed label and destination for the User to be navigated to. Users can also enable new pages to open for the navigation.

Note: The Destination Link for Default PCR-360 locations can not be edited.

Show IconImage Added - When the Show Icon is displayed, the Menu will be displayed to Users.

Hide IconImage Added - When the Hide Icon is displayed, the Menu and all of its Links will be hidden to Users.


Delete IconImage Added - When the Delete Icon is clicked, the Menu and all of its Links will be deleted

Note: Default PCR-360 Links can not be deleted.

Undo Delete IconImage Added - When the Undo Icon is clicked, the deleted Menu and all of its Links will be restored.  This only appears before the changes have been saved.


New Menu options can be created by clicking the Create New Menu GroupImage Added button. A new Menu Item will appear in the list of available Menu Options, and be editable.

Users can use the Link Sorting Icon (Link Sorting Icon Image Added) to change the order Links are listed within a Menu. Links cannot be moved between different Menus through this feature.

Permission Builder IconImage Added - When the Permission Builder Icon is clicked, it allows the User to view what types of Users can access the Link.

Permissions Dropdown Menu exampleImage Added

The Permissions Dropdown Menu opens when the User hovers over on the Permission Builder Icon. It displays all Permission Sets that grant access to the Link. Clicking on any selection opens the Permission Sets Grid so that the User can update the Permissions.

Edit IconImage Added - When the Edit Icon is clicked, the Link text can be edited from the Edit Menu Item form.

Edit Menu Item Form ExampleImage Added

The Edit Menu form allows the user to configure the displayed label and destination for the User to be navigated to. Users can also enable new pages to open for navigation.

Note: The Destination Link for Default PCR-360 locations can not be edited.

Show IconImage Added - When the Show Icon is displayed, the Link will be displayed to Users.

Hide IconImage Added - When the Hide Icon is displayed, the Link will be hidden to Users.

Delete IconImage Added - When the Delete Icon is clicked, the Link will be deleted.

Note: Default PCR-360 Links can not be deleted.

Undo Delete IconImage Added When the Undo Icon is clicked, the deleted Link will be restored.  This only appears before the changes have been saved.

Delete IconImage Added - When the Delete Icon is clicked, the Menu and all of its Links will be deleted

Note: Default PCR-360 Links can not be deleted.

Undo Delete IconImage Added - When the Undo Icon is clicked, the deleted Menu and all of its Links will be restored.  This only appears before the changes have been saved.

New Menu options can be created by clicking the Create New Menu GroupImage Added button. A new Menu Item will appear in the list of available Menu Options and be editable.