Creating & Managing Custom Menus for Users

Discover how to create custom menus for different groups & branches in your platform

Last Updated

August 7th, 2019

Reading Time

5 min

User Level

Managing Menus

In the LMS, Superadmins can configure which items appear in a user’s main menu, thus determining which areas of the platform are easily accessible via the menu. You can create multiple menus, then assign them to groups, branches of your company org chart, or user levels, depending on your needs.

This feature is available for both Growth and Enterprise clients.

To configure menus in your platform, login as the Superadmin, then access the Admin Menu from the gear icon in the top right corner of the platform.  In the Admin Menu, select the Manage Menus item from the Settings section. Here, you can see the list of the menus already available in your platform.

menus admin menu

In each menu’s row, you can see the menu name and code, to whom it is visible, how many items are in the menu, if it’s the default menu of the platform, and whether the menu is published or not. You can choose which columns appear in the list by pressing the filters button in the top left corner of the list. Select or unselect the column names in the slide out panel, and the list will refresh in realtime.

PLEASE NOTE: You cannot have any more than 1,000 pages or 200 menus in your LMS, including built-in pages and the default menu.

Because the pages and the menus functionality are so closely intertwined, there is a button in the top right corner of the page to easily toggle between the two functions.

Creating New Menus

In order to create a new menu, press the plus button in the page’s top right corner, insert the Menu Code and Menu Name in the slideout panel, then select Create & Edit to add it to the menu list. You will then be redirected to menu’s Settings page.

You can also return to the main list of menus, where your new menu will be shown as the last one in the list. Press the menu item at the end of the menu’s row, then press the Edit item to configure it. Please remember that newly created menus are created as unpublished by default.

You can always change the publication status of the menu using the publishing bar at the bottom of the Settings page for each menu you’ve created. Please note that once you change a menu from Published to Unpublished, users will not be able to access that menu, even if you’ve assigned visibility to that user for that menu.  The user will see the next menu that they are eligible to view.

The Menu Code and Description fields defined at creation stage are shown in the Menu Details tab and can be edited at any time. Move to the Visibility tab to configure to whom the menu will be visible. Enable the Custom Selection toggle, then select the groups, branches and user levels that will be able to see the menu. Please note that newly created menus are visible to all groups, branches and levels.

Groups and Branches are an or function, meaning a user in the selected group or menu will be granted visibility.  User level is an and function, meaning that a user must be in the selected group or branch and be the selected user level. If no level is specified then it is ignored altogether as a visibility requirement. Selected groups, branches and profiles (enabled when Power Users is selected as a level) will populate with provisioned groups, branches and power user profiles.

menus visibility

When finished, press Save Changes to go back to the menus list. The menu visibility settings are shown in the Visible By column. You are now ready to add pages to the menu.

Adding Pages to Menus

To add pages to a menu, press the icon in the Menu Items column of the menu’s row in the list on the Manage Menus page. Alternatively, you can select the Edit item from the ellipsis icon’s dropdown menu in your menu’s row, then move to the Desktop Main Menu tab on the Settings page.

The Available On Desktop panel lists the available pages in your LMS. Select the pages you want to add to the menu, then press the Add Pages button. The menu preview in the page’s right panel will then refresh.

Please Note: If you add an unpublished page to the menu, it will not be visible to users until you publish it. Also note that you can not add any Admin-related pages into menus, such as Course Management or Catalog management pages, app setting pages, etc.

menus add pages

You can organize the order of the pages in the menu by dragging and dropping the page’s rows in the menu structure. Delete a menu entry by pressing the menu item at the end of the row and selecting Remove.

When organizing the structure of your menu, consider that the first page in the list is considered as the home page, that is where the user lands after first logging into the platform. External pages cannot be home pages, so if an external page is on top of the list, the user will land on the first built-in or widget page of the structure. If the menu is made up of external pages only, then the user will land on the My Courses and Learning Plans built-in page.

menus publish

When finished, press the Save Changes button to go back to the Manage Menus page. The Menu Items column shows the number of pages linked to the menu. To publish the menu and make it visible to users, press the corresponding check mark icon on the Published column. Please Note: empty menus cannot be published.

Menu Priorities

If a user is eligible to see more than one menu (depending on the Visibility configuration of each menu), he or she will see the first published menu available in the menu list shown in the Manage Menus page. To order menus and define priorities, hover your mouse over the menu’s row on the far left until the cross icon appears, then drag and drop the menu in the list. Priorities are sorted from first to last (top to bottom) according to the order of the list on this page.

menus priorities

If a user is not eligible to see any of the existing menus, he or she will see the Default Menu, even if it has not been published yet. Only one default menu is allowed in the LMS. To assign a menu as the default menu, find the menu in the list, then press the star icon in the Default column.