Main Top Menu

This article provides the steps to customize the main top menu

Pre-requisites

Performing this configuration will require the following

  • Access to CRM Environment

Time required

This configuration is expected to take approximately 15 minutes

Additional notes

This process will enable a Administrator role into the Self-Service Portal, we recommend to give this access level only to your Portal administrator

Procedure

  1. Go to your contact record and click on 'Related'
  1. Click on 'Web Roles'
  1. Check if you have the 'Administrators' role assigned.
    1. 📘

      Do not confuse with 'Work 365 Administrator' role

  1. If you don't have the 'Administrator' role assigned click on 'Add Existing Web Role'
  1. Select the 'Administrators' role and click on 'Add'
  1. Save your contact record
  1. Hover you mouse at the top menu items an 'EDIT' buttom will appear
  1. On the popup window you will have the option to add or remove pages as you whish
  1. Click on 'Save'
    [block:image]
    {
    "images": [
    {
    "image": [
    "https://files.readme.io/bb1df4e-image.png",
    null,
    null
    ],
    "align": "center",
    "border": true
    }
    ]
    }
    [/block]

👍

You top menu has been customized