Customize the Menus

What is Custom Menus?

Custom Menus gives you the power to...

Show/Hide Menu Items based on Role

Re-Name both Top-Level menu items & Sub-Items

Re-Order both Top-Level menu items & Sub-Items*

Change Icons for both Top-Level menu items & Sub-Items

and even.... 

Add new Menu Items* !

*This feature is only available for Thrive & Pinnacle plans


Custom Menus Summary

If you don't want a Client - or any other role - to view a specific area of the platform, you can accomplish this by using Custom Menus.

You can completely reorder, rename and change the icons for all menu items. If you want to add additional menu items with direct links, you can do that too!

A Top-Level Menu Item is the main Item that will show in your collapsed (unexpanded) list. If it is a direct link, it will not be expandable and therefore will not have any Sub-Menu Items.

A Sub-Menu Item must have its Top-Level Menu Item expanded to access.


Where can I modify the Custom Menus?

To get started, click your profile image on the top left-hand corner of your screen to open the Fly-Out Menu, and select Custom Menus.

From here, you can use the tabs on the left side to select the role for which you want to show/hide menu items.

IMPORTANT: For each role, you will only see the options that are available to that specific role. Pages is not represented in the options for Custom Menus because the visibility or non-visibility of that item is based on whether or not that particular Client/Prospect has been assigned to any Pages. If they have been assigned to Pages, they will see that menu item. If they have NOT been assigned to any Pages, then there will be no Pages menu visible to them. This same logic also applies to Workspace Pages & Intranet Pages.


How can I add new Menu Items?

To add a new menu item, click the plus icon.

Give the Item a Label and choose an Icon. Use the URL dropdown menu to choose either a Direct/Relative Link, or the Portal Page. You can toggle whether or not to open the Menu Item in a new tab when the link is clicked.

Direct/Relative Link

In the URL field, you are able to add either internal links that link to key locations within the platform, or you can add external links to outside sources/web pages.

Internal Links

If you would like a Custom Menu Item to link to an internal page on the platform, you can use Dynamic Placeholder Links. These are shortcut links that will change depending on which Contact is logged into the Portal. For example, you can use the term /your-project instead of a URL. When a Client clicks this Menu Item, they will be directed to their most recently assigned Project. You can customize Placeholder Links from the CRM Contact List.

CLICK HERE to learn more about Dynamic Placeholder Links

External Links

You can link to an external web page by copying and pasting the URL into the field. Here are some examples of External Links:

Link to an external Mortgage Calculator: https://www.daveramsey.com/mortgage-calculator

Link to an external PDF:  https://www.irs.gov/pub/irs-pdf/fw9.pdf

Portal Page

If you want one of your Sub-Menu Items to one of the Top-Level Menu Items instead, you can configure that here.

For example, let's say you wanted to make Account Overview a Top-Level Menu Item. As of now you need to navigate to Pages > Account > Account Overview.

Select Portal Page from the URL dropdown menu, and Account Overview from the second dropdown menu.

You can choose to Hide from Dynamic Pages Menu. This will make it so that the Sub-Menu Item is no longer visible. Otherwise, you will have two links to the same page.

Once the Menu Item has been added, you can click it and drag it to order your Menu Items however you'd like. In this example, it has been placed as the first Item.

Account Overview is now a Top-Level Menu Item for your Client, and is no longer a nested Sub Menu Item!

IMPORTANT: Please note that when a Portal Page is set as the Top Level Menu Item, you cannot add Sub-Menu Items to it. This is because a Portal Page is an actual link, and not simply an expandable/collapsible panel. If you want to add Sub-Menu Items, change the Top-Level Item to a Direct/Relative Link and set the target URL to #.


Custom Menus with Circle Assignment

A special feature of Custom Menus is setting visibility for specific Circles. Unlike the across-the-board toggles for Roles, you can pick and choose exactly which Circles you would like to have access.

You will see this option for any Menu Item that can be accessible for Contacts.

Once enabled, a dropdown menu will appear in which you can select multiple Circles.


Managing Visibility using Custom Menus

When you first access Custom Menus, you will see the view below. 

If you want to hide any one of these Top-Level Menu Items, just click the eye icon, and from there you can select which Roles will have visibility.


TIP: When you hide a Top-Level Menu Item from a Role, all of the Sub-Menu Items in that group will also be hidden from users with that Role. Conversely, if you select a Sub-Menu Item to be visible for a Role, the Top-Level Menu Item will automatically be set to show (even if it was previously hidden).


How do I rename Menu Items?

To rename Menu Items, simply click on the pencil icon next to the menu item that you want to rename.


How do I reorder Menu Items?

To reorder Menu Items, just click one and drag it to your desired location.

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