Add items to the navigation menu
You can add top-level and sub-level navigation items. These items display on the left pane of Public Portal for your public users.
Add a top-level navigation item
-
From Public Portal administration, select General settings > Content > Navigation menu.
-
Select Create nav item.
-
In the Navigation link screen, enter the following information for the item:
-
Name: Text that displays in the menu.
-
Link: Select the link type when a user selects the navigation menu item. The options are:
-
Partial: This card will link to an internal page within your portal. The Select destination page menu displays. Select the target page.
-
External: This card will link to an external URL. An enter URL field displays. Type or paste the full web address.
Tip: For partial links, the system provides available pages that you can choose from, which ensures the link is correct. For external, ensure the URL is correct and includes http:// or https://. -
-
Only visible to logged-in users: If the link should only appear for signed-in users, toggle this on. The default setting is Off, meaning the link is visible to all users.
Example: An item named “My Account” might be visible only when a public user is logged in. When toggled on, the item will be hidden from public users who are not logged in. -
(Optional) Icon: Select the icon picker to select an icon for the menu item. Similar to cards, you have a library of icons to choose from. If you leave this option blank, a default icon (or none) can be used.
-
-
Select Save. The new navigation item displays in the list of menu items, typically at the bottom of the top-level list.
-
Select Publish. The menu on the user-facing Public Portal will update to include your new item.
Tip: You might need to refresh the portal page to see your changes.
Add a sub-navigation item
Sub-navigation items display indented under a top-level menu item. They are useful for grouping related links.
-
In the Navigation menu links list, select the top-level navigation menu item you want to add a sub-navigation link to.
-
Select the Actions menu next to the parent item.
-
Select Add subnav link.
-
In the Subnavigation link screen, enter the following information for the item:
-
Name: Text that displays in the menu.
-
Link: Select the link type when a user selects the navigation menu item. The options are:
-
Partial: This card will link to an internal page within your portal. The Select destination page menu displays. Select the target page.
-
External: This card will link to an external URL. An enter URL field displays. Type or paste the full web address.
Tip: For partial links, the system provides available pages that you can choose from, which ensures the link is correct. For external, ensure the URL is correct and includes http:// or https://. -
Note: Icon selection is not available for sub-links; sub-links typically inherit the parent icon or use a default bullet. -
-
Only visible to logged-in users: If this link should only appear for signed-in users, toggle this on. The default setting is Off, meaning the link is visible to all public users.
Example: An item named “My account” might be visible only when a user is logged in. When toggled on, the item will be hidden from public users who are not logged in. -
Select Save. The new sub-link will now appear indented under the chosen parent in the navigation list.
-
Select Publish to save the changes to the user home page. On the portal, the parent item will show a drop-down arrow indicating it has sub-menu items. Users can select the parent to expand and see the sub-links.
-
Select Discard changes to undo your changes.
-