The left-side menu in the system can be customized by admins to meet the organization's needs. Admins can create categories with relevant associations and sub-topics, helping users navigate workgroups and information in a structured way. These categories can be expanded or collapsed for a clearer view of related processes.
To configure the display options based on your organization's needs, follow these steps:
Go to Admin Settings from the options menu on the right, above the user icon (or select Admin from the left menu on the Home Feed).
Select menu.
To create a new category or menu item, click NEW MENU ITEM.
At this point, you can create your own category and/or menu item. By default, when you click NEW MENU ITEM, a base category called "Main" will appear. Leave this option selected if you want to create an individual menu item (e.g., a group, item, or external link) that doesn't belong to another category, or if it should be placed alongside traditional options like Favorites, My Profile, and Organizational Chart.
Creating a Category:
Turn on the 'Is category' option.
Enter the category name.
Set an icon for the selected category.
Specify the order in which the category will appear in the left menu, starting with 1 for the first category.
Save the changes.
Creating a Menu Item
You can create three types of shortcuts under the selected category:
Group
Item
External Link
To create a menu item:
Click on NEW MENU ITEM.
Select the desired option in the Type field.
Choose the Category to which the created item will belong.
For a Group:
a. Select the desired group (the Item title field will automatically be filled with the group's name).
b. Select an appropriate icon for the group.
c. Set the order in which the group will appear within the category.
For an Item:
a. Select the desired item (the Item title field will be automatically filled with the item's name, which you can change later).
b. Select an appropriate icon for the item.
c. Set the order in which the item will appear within the category.
For an External Link:
a. Copy and paste the desired link (URL)
b. Type a title that represents the copied link
c. Select an appropriate icon
d. Set the order in which the link appears in the category
4. Save changes!