Overview

The Menu Layout allows project administrators to organize project content such as reports, dashboards, and apps into a structured navigation menu on the left-hand sidebar.

A project can quickly become cluttered with numerous items (links), making it difficult for users to find what they need. The Menu Layout addresses this by enabling the creation of Menu Groups, which are custom categories that group related items together.

The Menu Layout also enables administrators to quickly create new Custom Roles that can be assigned to specific users, allowing for tailored access to specific reports, dashboards, and apps within the project.

By grouping related links, Menu Groups transform a cluttered project layout into a cleaner, more user-friendly structure.

Getting Started with Menu Groups Using Menu Layout

If you haven't created any Menu Groups yet, you will notice that the Menu Layout page contains many links that may not be organized.

It's possible to rearrage these links as is by simply clicking and dragging them into the desired order.

If you do not see links on the page, then click on the + ADD ROOT LINK button to add a new link to the display. Once added, it will be visible at the bottom of the list of items.

However, for better organization, it's recommended to create Menu Groups. This can be done by clicking on the CREATE MENU GROUP button, filling out the small form that appears, and clicking on CREATE.

Like when individual links are added through the + ADD ROOT LINK button, newly created Menu Groups will appear at the bottom of the list of items.

Simply click and drag your links into the Menu Groups to place them where you want. Menu Groups can also be rearranged by clicking and dragging them as needed.

IMPORTANT: Make sure to use the save button at the top of the page to save your changes after rearranging links or creating Menu Groups.

Creating Custom Roles Using Menu Layout

A new Custom Roles can be created directly from the Menu Layout page. This allows you to define specific access permissions for the newly organized Menu Groups and links.

IMPORTANT: Once you hit CREATE the Custom Role will automatically be saved.

Once created, the Custom Role can be assigned with the Menu Layout by clicking on the vertical ellipsis (three dots) button located on the right side of each Menu Group or link. From the dropdown menu, select "Add custom role".

When a Custom Role is applied to a Menu Group, all links within that group will inherit the same access permissions. However, individual links can have different Custom Roles assigned to them if needed but the Custom Role assigned to the Menu Group that contains those links will always take precedence.

Additional Functionality

The Menu Layout page also provides additional functionality for managing Menu Groups and links. While not as robust in functionality as editing through the main interface, these options allow for quick modifications.

Each Menu Group and individual linnk has an edit icon (pencil) next to it. Clicking this icon opens a form that allows you to modify the name and icon of the link.

IMPORTANT: The edit icon may not be available for certain links that are not editable through this interface.

Clicking on the vertical ellipsis (three dots) button located on the right side of each Menu Group or link opens a dropdown menu with varying options.

Depending on whether the selected item is a Menu Group or an individual link, the dropdown menu will present different options.

  • For Menu Groups, there are two options: Remove group with links and Remove group, keep links. The first removes all of the links from the Menu Group and the group itself, while the other removes the Menu Group but keeps the links.
  • For individual links, there is a single option: Remove link, which removes the link from the Menu Layout.

Remember to click the save button at the top of the page to save your changes after deleting any Menu Groups or links.

Setting a Default Page

Depending on the type of link, the option to Set as default page may be available in the dropdown menu accessed via the vertical ellipsis (three dots) button.

When a link is set as a default page, a star icon will appear next to it, indicating that it is the default landing page when users access the project. The star icon will also be visible on the menu group containing the default page.

Setting Dashboard Tiles

Like setting a default page, the option to Set as dashboard tile may be available in the dropdown menu accessed via the vertical ellipsis (three dots) button for dashboard links.

When a dashboard is set as a tile, a tile icon will appear next to it, indicating that it will be displayed as a tile on the dashboard overview page. The tile icon will also be visible on the menu group containing the tile.

For more information, refer to the page on Dashboard Tiles.