How do I configure the navigation layout for the company?

How do I configure the navigation layout for the company?


Alert
In order to access the navigation layout page, it needs to be enabled for your account. Email support@mindmatrix.net in order to make this page accessible.


Warning

Warning: Adjusting settings on the navigation page only hides the menu option. If you want to deny access to a page, you must adjust the associated role. If you turn on a new menu item, also ensure that you’ve adjusted the user’s role to reflect this permission. Unsure? Email support@mindmatrix.net for assistance.

Introduction:

Configuring the navigation layout for your company's dashboard is a crucial step in ensuring seamless access to essential modules and groups. This comprehensive guide will walk you through the process, enabling you to efficiently organize and customize your navigation layout. 

Accessing the Navigation Layout Page:

Begin by navigating to the navigation layout page.
Note: Only administrators have access to this page. If you'd like to request access, contact your company's administrator or reach out to support@mindmatrix.net. 

Click on Navigation & Quick link Manager or visit this URL - setup/navigation layout.



Understanding Layout Buttons:

On the right side of the navigation layout page, you'll find five buttons: create, save, preview, update, and previous version. These buttons facilitate the creation, modification, and preview of your navigation layout.



Creating Modules and Groups:

To begin configuring your navigation layout, start by creating modules and groups. Click on the Create button and select either "module" or "group" from the dropdown menu. Enter the name, URL, and other relevant details for your module or group.


Customizing Module Icons:

Customize the appearance of your modules by changing their icons. Click on the icon button and select a suitable icon from the available options.




Saving and Organizing Modules:

Once you've created modules, they will appear in the respective lists based on their level (company-level or install-level). Be sure to save your configuration to retain your changes.



Group Creation:
Similarly, create groups to categorize your modules effectively. Customize group icons and names as needed. You can add modules to groups by clicking on the plus icon within the group.

Previewing and Updating Layout:

Preview your layout changes before finalizing them. Click on the preview button to see how your navigation layout will appear post-update. If satisfied, click on the update button to apply the changes.


Managing Versions:

The previous version feature allows you to revert to the last saved layout if needed. This ensures that any changes made during the current session do not affect the existing layout until explicitly saved.


Customizing Visibility and Permissions:

Fine-tune the visibility and permissions of modules and groups using the setting icon. Choose from options like "show to all," "specific," or "hide" to control access based on user roles and personas.

Adjusting Module Positions:

Easily rearrange modules and groups by shifting them from right to left or left to right. This feature helps you optimize the layout for better user experience.


How to Provide Page Titles and Add/Track Visits to Info Tips

You can add info tips to any page your company has enabled. These tips offer helpful guidance to partner users and appear directly on the page.

Steps to Add Info Tips

  1. Navigate to the Navigation Layout Page

  1. Access the Navigation Layout page in your system settings.
  2. Locate the page where you want to add info tips.
  3. Click the Edit (pencil) icon to modify that page’s settings.

  1. Access the Related Links Section

  1. In the modal window, click the More button.
  2. Select Related Links.


  1. Update the Info Tip

  1. In the text editor, enter the content you want to display to partner users.


  1. Save Changes

  1. Verify all modifications.
  2. Click Save to confirm.


With these steps, you can easily create or revise info tips for your organization’s enabled pages, helping your partner users understand and navigate the system more effectively.

Conclusion:
In conclusion, configuring the navigation layout for your company's dashboard is a straightforward process that requires careful planning and organization. By following these instructions, you can create a tailored navigation experience that meets the specific needs of your organization.

Template-Based Language Selection for Modules:


InfoA new enhancement has been added to the Navigation Layout configuration that introduces language-specific template selection when creating or editing modules, enabling fully localized user experiences across multilingual environments.


Key Features:

Language-Grouped Templates: When creating a new module, the template selection panel now displays templates organized by language, making it easy for administrators to identify and select appropriate language-specific versions.

Multi-Language Support: If a template has been configured in multiple languages, administrators can choose the appropriate language-specific version while setting up the module.

Automatic Language Matching: The selected template is automatically displayed to users based on the language preference configured in their user profile, ensuring seamless localization without manual user intervention.

Localized Module Names: Module names follow localization rules and automatically display in the user's selected language, providing a consistent language experience throughout the interface.



Key Benefits:

  • Fully Localized Experience: Complete localization within modules for global user bases

  • Consistent Delivery: Language-appropriate templates delivered consistently across organizations

  • Improved Usability: Automatic language matching enhances multilingual environments

  • User Preference Alignment: System honors individual user language preferences


Use Cases:

  • Global Partner Programs: Deploy partner portals with automatic language presentation

  • Multinational Organizations: Serve employees across countries in their native languages

  • Regional Sales Teams: Provide language-specific sales enablement materials

  • Customer Portals: Automatically adapt to customer language preferences


Conclusion:

The template-based language selection enhancement enables organizations to deliver consistent, fully localized experiences that improve usability and engagement across global teams and partner networks. By providing administrator control over template selection with automatic user-facing language matching, this feature creates an efficient, scalable solution for managing multilingual environments.



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