How do I configure the navigation layout for the company?
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: 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.
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.
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