Menus

  • Updated

This guide demonstrates how to configure the Menus that are visible in the Member Area.

Navigate to Settings > Portal > Menus

*Note: You must create a separate Menu for each language provided in the Member Area.

Firstly, note that there are different kinds of menus:

The image below shows where each Menu is visible:

  1. Main Menu

  2. Wallet Menu

  3. Profile Menu

  4. Footer Menu

  5. Tools Menu

  6. Payment Methods Menu

Permission:

Access:

Additional Permissions needed:

Create Menu

Allows a user to add a new Menu in the members area.

Menu:

  1. View Menu

View Menu

Allows a user to see the Menus that have already been created.

No additional permissions required

Update Menu

Allows a user to edit an existing Menu.

Menu:

  1. View Menu

Delete Menu

Allows a user to delete an existing Menu.

Menu:

  1. View Menu

  1. Create a New Menu

    1. Navigate to Settings > Portal > Menus

    2. Select the type of the Menu (Main / Wallet / Profile / Footer / Tools / Payment Methods)

    3. Select the Language

    4. Click + New

    5. Fill in the details listed below:

      1. Label > The name of the Menu that will be seen in the Member Area

      2. Type > one of the below:

        1. Internal = available CRM internal pages that the customer will be redirected to

        2. External = any external page

        3. Widget = iFrame, i.e Web Trader

        4. Provider

      3. URL > The URL of the content that will be shown in this Menu

      4. Provider > will be required in case the Type = Provider

      5. Widget Code > will be required in case the Type = Widget / Provider

      6. Icon (not mandatory)

      7. Link Target > one of the below:

        1. Blank = loads link in a new tab

        2. Self = loads link in current page

        3. Parent = loads link into the parent frame

        4. Top = loads link into the browser window, replacing any current frames

        5. Self Full Page = opens link in current page within the CRM

      8. Status > Enable / Disable

      9. Minimum Deposit > If you set the value to more than 0 (zero) then the customer won’t be able to see this Menu, unless he/she deposits at least that amount of funds.

    6. Press Save

  2. Edit an existing Menu

    1. Navigate to Settings > Portal > Menus

    2. Select the type of the Menu (Main / Wallet / Profile / Footer / Tools / Payment Methods)

    3. Select the Language

    4. Click Edit (pencil shaped button)

    5. Amend the information mentioned above

    6. Click Save

  3. Delete an existing Menu

    1. Navigate to Settings > Portal > Menus

    2. Select the type of the Menu (Main / Wallet / Profile / Footer / Tools / Payment Methods)

    3. Select the Language

    4. Click on Delete (bin shaped button)

    5. Confirm that you wish to delete the Menu

  4. Filter existing Menus

    1. Navigate to Settings > Portal > Menus

    2. Select the type of the Menu (Main / Wallet / Profile / Footer / Tools / Payment Methods)

    3. Select the Language

    4. Click on the Filter icon. You can filter by:

      1. Label

      2. URL

      3. Status

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