Navigation

Configuring your LHS navigation for all network users

Overview

Network admins can configure the primary Left Hand Side (LHS) navigation for all network users.

Admin Portal > Navigation
  1. Navigation Items List: Displays a list of all enabled modules and admin-created shortcuts on your domain. Drag-and-drop the items to reorder them. Hover over the items to display the action buttons for each item.

  2. Toggle Bar: Click the toggle bar to show/hide the menu item in the LHS navigation on the User Portal.

  3. Manage Sub-Menus: Click the Manage Sub-Menus button to add and manage the sub-menu items for the shortcut.

  4. Actions: Hover over a menu item to display the action buttons and then click Edit or Delete.

    • Edit: For admin-created shortcuts, click to edit the details of the shortcut such as Label, Icon, Type, URL, etc.

    • Delete: For admin-created shortcuts, click to delete the shortcut from the LHS.

  5. Navigation Settings: Click the(gear) button to open the Settings pop-up.

    • Allow end-users to manage their navigation:

      • Select the Yes option to allow all network users to manage their LHS navigation on the User Portal. Network users can edit/delete/hide their own created shortcuts and hide admin-created shortcuts if the admin has enabled the 'Allow user to hide this shortcut' option.

      • Select the No option to restrict all network users from managing their LHS navigation on the User Portal. If 'No' is selected, hides the 'Manage Navigation' option for all network users on the User Portal.

  6. Add a Shortcut: Click the Add a Shortcut button to create a new shortcut or section in the LHS navigation.

  7. Apply Navigation: Click the Apply Navigation button to apply the new navigation order for all network users. MangoApps automatically moves any user-created shortcuts on the navigation bar to the bottom of the list.

Deleting an Admin Shortcut moves all the sub-menu items in it to the end/bottom of the navigation list.

Adding a Simple Shortcut

Network admins can create shortcuts in the LHS navigation for internal and external URLs for all network users. For example, create a simple shortcut to a Vacation Request Form on your domain and add it as a sub-menu in the Calendar section for all users.

To create a simple shortcut:

Adding a simple shortcut
  1. Click the Add a Shortcut button to open the Add Shortcut pop-up.

  2. In the Add Shortcut pop-up, enter the label for the section in the Label text box. For example, enter Vacation Request Form in the Label text box.

  3. Select an icon for the section from the Icon picker.

  4. Select the Simple type for the shortcut.

  5. Enter the internal/external URLs in the URL text box. For example, copy and paste the URL of the Vacation request form created in the Forms & Trackers module.

  6. Select the option for the browser window when a user clicks the navigation shortcut on the User Portal in the Opens in drop-down list.

    • Select the Current Tab option to open the navigation shortcut in the same tab. This redirects the user from the current page to the navigation shortcut. OR

    • Select the New Tab option to open the navigation shortcut in a new tab within the browser.

  7. Mark the Allow user to hide this shortcut checkbox to allow network users to click the toggle bar for the navigation shortcut and hide the shortcut from their LHS via the 'Manage Navigation' option on the User Portal.

  8. Click the Save button to create the new shortcut in the navigation for all network users.

    You can add this shortcut as a sub-menu item in other admin shortcuts.

    1. Click the Manage Sub-menus button for Calendar to open the Manage Sub-menus pop-up.

    2. Mark the checkbox for the Vacation Request Form shortcut to add it as a sub-menu within the Calendar section and then click Done.

  9. Drag-and-drop the new shortcut to reorder it. This is an optional step.

  10. Click the Apply Navigation button to save and apply the changes to the navigation for all network users.

Adding a Condition-based Shortcut

Network admins can create condition-based shortcuts in the LHS navigation for internal and external URLs for all users. Based on the condition evaluating to true, the appropriate shortcut URL gets applied for the user. For example, to display different leave policy pages to network users based on their office location, create a condition-based shortcut for the company leave policy and add the URLs of the pages for different conditional rules.

Network admins can create shortcuts in the LHS navigation based on a user’s:

  • Title

  • Organization

  • Access Platform

  • Projects

  • Groups

  • Departments

  • Office Location

  • User Type

  • Custom Profile Fields

MangoApps supports only 'Equality' based conditions at this time.

Condition-based values in the 'Equals' text box for the Title and Custom Profile fields are case-insensitive.

To create a condition-based shortcut:

Adding a condition-based shortcut
  1. Click the Add a Shortcut button to open the Add Shortcut pop-up.

  2. In the Add Shortcut pop-up, enter the label for the section in the Label text box. For example, enter Leave Policy in the Label text box.

  3. Select an icon for the section from the Icon picker.

  4. Select the Condition Based type for the shortcut.

  5. Select the preferred condition for the shortcut from the When drop-down list. For example, select the Office Locations option for evaluating a user's office location and use the specified URL when at least one of the defined rules evaluate to true for a user.

  6. Add the rules for the selected condition. Add a condition value and URL for each case in the Equals and URL text boxes.

    1. Add the office location in the Equals text box as 'MangoApps Seattle' and the URL to redirect to when the condition evaluates to true for a user.

    2. Add the office location in the Equals text box as 'MangoApps Pune' and the URL to redirect to when the condition evaluates to true for a user.

    3. Add the office location in the Equals text box as 'MangoApps London' and the URL to redirect to when the condition evaluates to true for a user.

    Click the + Add More link to add more rules to the conditions.

  7. Select the option for the browser window when a user clicks the navigation shortcut on the User Portal in the Opens in drop-down list.

    • Select the Current Tab option to open the navigation shortcut in the same tab. This redirects the user from the current page to the navigation shortcut. OR

    • Select the New Tab option to open the navigation shortcut in a new tab within the browser.

  8. Mark the Allow user to hide this shortcut checkbox to allow network users to click the toggle bar for the navigation shortcut and hide the shortcut from their LHS via the 'Manage Navigation' option on the User Portal. This is an optional step.

  9. Click the Save button to create the new shortcut in the navigation for all network users.

    1. Drag-and-drop the new shortcut to reorder it. This is an optional step.

    2. Click the Apply Navigation button to save and apply the changes to the navigation for all network users.

If no condition evaluates to true for a user, then the shortcut does NOT appear for that user.

Adding a New Navigation Section

Network admins can create new sections and add sub-menus within the section in the LHS navigation. To create a new section:

  1. Click the Add a Shortcut button to open the Add Shortcut pop-up.

    1. In the Add Shortcut pop-up, enter the label for the section in the Label text box. For example, enter Engagement in the Label text box.

    2. Select an icon for the section from the Icon picker.

    3. Select the Simple type for the shortcut.

    4. Click the Save button to create the new section in the navigation.

  2. Click the Manage Sub-menus button of the new section to open the Manage Sub-menus pop-up.

  3. Mark the checkbox for the preferred modules and shortcuts to add them within the new section as sub-menu items and then click Done.

  4. Drag-and-drop the new section to reorder it. This is an optional step.

  5. Click the Apply Navigation button to save and apply the changes to the navigation for all network users.

Adding a new section in the LHS

FAQs

What is navigation?

Navigation is a way for network admins to set the default order of the left primary navigation bar in the user portal. The order can be changed by hovering over a specific item in the list and then using your mouse to drag and drop the item to its new position. When you click the 'Apply Navigation' button, the new order gets applied to all network users and admins in your domain.

What are the items you see in the list?

Navigation consists of a list of enabled modules and shortcuts to apps/resources.

What happens when you apply the navigation?

The navigation order gets applied to all network users and admins in your domain. The navigation order of guest users is NOT affected, as they have a fixed navigation order.

Can you add more items to the navigation?

Yes, you can. Use the 'Add a shortcut' link at the bottom of the page to add more items to the list.

Can you remove an item from the navigation?

All enabled modules are available in the navigation. To remove a module from the navigation, you will need to disable it (via Admin Portal > Modules > Setup). Remember - disabling a module removes access to that functionality from all users in the domain. Any shortcuts you add to this list can be removed by hovering over the shortcut item and clicking on 'Delete'.

Can any user remove an item from the navigation?

Users can hide modules from their primary navigation. They can also edit/delete/hide their own created shortcuts and hide admin shortcuts if the admin has enabled 'Allow user to hide this shortcut' option. Admin-created shortcuts cannot be edited or deleted by users.

Can any user edit the navigation order you apply?

Yes, any network user can re-order the list in any way to best suite their usage of modules & shortcuts.

What happens if a user has shortcuts set on the navigation and then the network admin applies a new navigation order?

The new navigation order gets applied to all network users and admins. The user-created shortcuts in the navigation are moved to the end/bottom of the newly applied navigation order.

To see how these configurations impact Navigation on the User Portal, see Primary Navigation in the User Portal Guide.

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