(2024.1) Main Menu

Menus and Links

Main Menu Customization Page

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 button to keep the changes, or click the 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, Menu

Menus

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.

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

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.

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

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.

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

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

- 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.

- 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 button. A new Menu Item will appear in the list of available Menu Options, and be editable.

Links

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

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

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.

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

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.

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

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

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

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

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

- 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.

- 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 button. A new Menu Item will appear in the list of available Menu Options and be editable.