Copy a template menu

Copying and modifying template menus is a fast and efficient way to create multiple menus for your agency. You can save time by creating one menu and copy/pasting it to any module, user group or user. Then you can make minor modifications as needed for the specific modules, groups and users.

To copy the template menu

  1. From the Administration menu, select Agency profile > Menu navigation.

  2. Right-click the template menu folder and select Copy.

  3. Right-click the Module or Group folders where you want to copy the menu template, and select Paste.

  4. Select OK.