Navigation management

The navigation of your platform needs to be carefully thought out. It must be based on the personas of your audience and respond to basic issues. So you need to have a list of the needs and irritants, by target profile, that you wish to address.

Once your needs have been clarified and prioritized, you need to determine the appropriate scope for your elements:

1. An element that needs to be accessible from the very first connection, or targeting daily use, should be centralized on the home page
2. More structuring elements, permanently required by users wherever they are on the platform, should be located on the navigation menu.
3. Elements relating to specific topics or locations should be located on local interfaces.

In this tutorial, we'll be dealing with the subject of global navigation.

In other words, all the elements that users should be able to reach in 2 or 3 clicks, from any interface on your platform.

This global navigation is permanently located below the general search.

When the menu is not directly visible, a pull-down menu allows it to appear. This is the case when visiting communities, applications and many other interfaces.

To manage this menu, you'll need to access the "Navigation management" application in your Apps launcher.

Within the application, in the navigation management menu, you'll find :

1. A button for creating navigation entries. You can choose a title (with multilingual management), visibility rights if your entry is to be displayed only to a specific audience, and a destination. There are several possibilities for the destination
   • None: your navigation entry will behave like a folder into which you can drag and drop other entries.
   • Page: Target a portal page on your site, or create one directly after it.
   • Community: You can create a permanent link to a specific community, such as the default link to the Help community.
   • Sub-site: Permanent links to sub-sites are also available.
   • Content: You can target specific content directly.
   • Link: Links to any web page are also possible.
2. Navigation entries are displayed in the order in which they appear in the menu.
3. You can directly see whether entries are subject to specific rights. There are 3 status levels
   • Visible to all
   • Not visible (except for administrators)
   • Restricted (reserved for a specific audience)
4. At a glance, you'll be able to see the destination of each entry.
5. A "burger" menu is available at the end of each line
   • Modify the entry from the standard creation interface.
   • Modify the target page if possible.
   • Advanced modification will take you directly to the back office for specific in-depth settings.
   • "Add after" will create a navigation entry following your current entry.
   • View on site" will take you directly to the destination of your entry.
   • Delete a navigation entry.

By simply dragging and dropping, you can change the order and organization of your menu display.

You can arrange entries between each other, or directly on those without destinations, to use them as folders.

Simply click on the caret to the right of the entry name to see the entries it contains.