Organize Portal Menus

Access Menu Management

Go to the left sidebar and select Menus under the Content section. This is your central hub for organizing your portal’s navigation.

Reorder Menu Items

• Click and hold the drag handle (the vertical dots) next to any menu item.
• Drag the item up or down to easily reorder how it appears in your portal’s navigation menu.

Group Items into Folders (Optional)

• Click the + Folder button in the top right.
• Name your folder (e.g., “Demo Folder”) and click Create.
• Drag and drop your embeds or reports into this new folder to keep your portal clean and organized.

Set Group Permissions

• Click the Manage embed team permissions dropdown at the top.
• Select the specific embed team you want to customize (for example, Corporate Customers).
• Toggle access: Check or uncheck the boxes next to folders or individual embeds to enable or disable access for that specific embed team.

Save and Preview

• Click Save in the top right corner to apply your updated menu and permission settings.
• Click Preview Portal in the bottom left to see exactly what your end-users will experience when they log in.