Some of our groups tell us that they would like to restrict which users have access to the navigation tree (either Horizontal, Vertical or both) This "Bite Size" article covers how to do this easily (and how to make sure it is easy to add/remove staff from this option in the future!)
Step One: Make a decision.
What do you want MOST staff to see (or not see)? Do you want them to have:
- Only the top (horizontal) navigation
- Only the collapsible (side) navigation
- No navigation (see note at the end!)*
Step Two: Who are the exceptions?
Side navigation is required to be able left-click-drag and "move" pages from one workgroup to another, but otherwise the two navigation types are identical. You can have both, if you like!
Step Three: Visit Portal Tools -> Manage Portal Framework -> Layout Manager
You'll be assigning Navigation to your exception(s) by User Name first. This is important, because we want to be sure that the exception users aren't looped in when we perform Step Three.
Choose the second tab (Assign Layouts).
- If you want your exception users to have the top (horizontal) navigation, select "PortalHorizontalNavigation - OnSemble Horizontal Navigation."
- If you do NOT want your exception users to have the top (horizontal) navigation, then choose "PortalHorizontalNavigation - Empty Portal Horizontal Navigation."
Move all of your exception users by name from the left side to the right and select OK.
Remain on the second tab. (You may need to scroll down a bit for this next part!)
- If you want your exception users to have the collapsible (side) navigation, select "PortalNavigation - OnSemble Navigation."
- If you do NOT want your exception users to have the collapsible (side) navigation, then choose "PortalNavigation - Empty Portal Navigation."
Move all of your exception users by name from the left side to the right and select OK. You should ALSO make sure that your "Portal Admin" is set to have this one ON!
Step Four: Visit Portal Tools -> Manage Portal Framework -> Layout Manager
Choose "Employee" (the Role) and set it how you wish, either empty for both, or one. If only one, then be sure to set "Employee" to be on for the other!
Important Note: If you remove both navigation types for all employees, you may be removing features they need to access. This includes the entire workgroup tree, Portal Documents, "My Preferences" and more.