This tab lets you arrange the content of the left navigation pane (menu) in the Customer Portal subscriber view. You can see a preview of the default (or current) setup on the left. Clicking on a menu name in the preview provides a form on the right where you can:
- Change the menu name. Note: For menu items that have sub-menu items (for Example Billing > Bill History), you can only change the top level menu item (in this case Billing).
- Move the menu item up or down in the order. You can use the Display Order field or drag and drop the menu item. Note: The top menu item becomes the landing page. Below Account Summary will be the landing page.
- Select a different icon to represent the page the menu item displays. You can select an icon from the drop-down list or choose a new icon via the link (see below).
- You can also remove a menu item and make the associated page unavailable to subscribers. If you choose to remove a page, you can add it back using the Add Menu Item option. Note: If you remove a menu item with sub-menu items, those items are removed as well (and added back when applicable).
- The Settings section lets you tailor the subscriber’s Settings view on a profile basis by selectively showing/hiding these elements: Contacts and Account Settings submenus, and Paperless Billing, Security, Account Details, and Notifications subsections. See Customizing the Portal Settings View below for details.
Icon Selection
A subset of icons is provided in the Icon drop-down menu. If you don’t find a suitable one there, you can select a different icon by clicking the Choose Other Icon link. This displays a form for entering the icon code (Font Awesome identifier).
The example below shows the code for dollar sign ($). If you don’t know the code, click the available icon codes link to open an article on the subject in the IDI knowledge center.
Customizing the Portal Settings View
In the Setting menu configuration, administrators can enable/disable:
- Submenus:
- Contacts
- Account Settings
- Account Settings Subsections:
- Paperless Bill
- Security
- Account Details
- Notifications
In Account Summary menu configuration administrators can enable/disable the display of corporate accounts.
