There are two kinds of navigation in the Portal.
Horizontal - This is a bar across the top. If you use a banner and/or a toolbar, it is positioned under those. Users access content via drop down menus and sub menus. This is the most popular kind of navigation, as it is very intuitive to use!
Vertical - This is a collapsible 'side' navigation. It is opened and closed with a little "carat" on the far left side of the screen. (Fun fact... there are two arrows up by your name. One collapses all the open content below, the other is a drop down that gives you quick access to other options!)
Both Navigation types work the same and have the same features with one exception:
The only way to MOVE a page is to left-click-and-hold, and then drag it where you want it using the Vertical navigation. People who can (or need) to move pages should have this setting available to them.
Using vertical navigation, you can:
- Move a page to a different place in a workgroup (change the display order.)
- Move a page into a folder in a workgroup (nice for organizing!)
- Move a page to a completely different workgroup altogether! (In order to move a page to a different workgroup, you must have permission to do so.)
- You cannot change the order of Public Pages - they are always displayed alphabetically, as seen here:
- You cannot change the order in which workgroups are displayed. They are also always displayed alphabetically, as seen here:
No matter who your users are, or what kind of navigation they use, they only see items in the navigation that they have access to. Let's compare Amy's navigation (a normal, basic employee) to Sarah's navigation (a full Portal Administrator.)
Users also only see workgroups they belong to. Here are Amy and Sarah again:
Once you've decided which one to choose, talk to your Implementation Manager or CSM about the best way to set it up, or check out this article to DIY!!
If you want to change the ORDER of how things appear in the navigation, or even HIDE certain nodes on the navigation altogether you can check out this article.
(Sorry folks, the user's name has to be there, and has to be first!)
We also have some VERY ADVANCED settings available only for VERY ADVANCED users who want to do some DIY. (These are not supported by OnSemble and should only be attempted by groups who are willing to provide their own support and QA.) Click for more.