Resident Portal Navigation Settings

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Administrators will see a Navigation tab on the Resident Portal Settings page. From here, admins can view a list of all existing sections present in their portal navigation sidebar. From the action menu for each item, admin users can further customize settings for each section including:

  • Selecting from a list of available icons

  • Adding a custom text label

  • Controlling the visibility of the item/section

  • Adding additional text content to display below the header in each section/view

  • Quickly accessing related applications that provide content for each section/view

Who can use this feature?

Organization Owners | Portal Admins

Hide/Show a Navigation Item

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar The Settings tab in the navigation menu of the Resident Portal.

  3. Click on the Navigation tab Settings page highlighting the Navigation tab.

  4. To hide an item so it will no longer show in your navigation, click Actions and choose Hide in PortalDropdown menu highlighting the option 'Hide in Portal' for the Forms navigation tab.

  5. The item will now have an X in the Visible column, and it will no longer show in the navigation bar The X icon in the Visibility column for the Forms navigation tab.

  6. To add the item back to your navigation, click Actions and choose Show in PortalDropdown menu highlighting the option 'Show in Portal' for the Forms navigation tab.


Edit a Navigation Item

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar The Settings tab in the navigation menu of the Resident Portal.

  3. Click on the Navigation tab Settings page highlighting the Navigation tab.

  4. Select Actions and then Edit next to the item Dropdown menu highlighting the option to Edit the Forms navigation tab.

  5. Edit fields, as needed Settings page for editing forms with navigation and visibility options displayed.

    • Page Title: Use this field to customize the text on the link in the navigation.

    • Icon: Select an icon to use in the navigation menu

    • Visibility: Toggle on or off to hide/show the navigation item

    • Additional Information: Use this field to add a description to your page for any additional context or content you require for your users.

  6. Click UpdateThe Update button on the edit navigation item screen.