Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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  • Customizing Menu Names
  • Changing Menu Structure For Services
  1. Portals

Customizing Portal Menus

PreviousManaging 2-Step VerificationNextManaging Teams and Permissions

Last updated 1 year ago

This feature is only available on Onestop Enterprise

Onestop allows you to customize the naming and structuring of menus in the client and staff portal to a certain degree without coding.

Customizing Menu Names

  • Go to Portals

  • Select the portal

  • Go to the Advanced tab

  • Click on the "Customize Menus" Button

  • Select a menu and provide a custom name.

  • Click the Save Button

Changing Menu Structure For Services

Onestop gives you to options for structure the main menu for your deployed services:

  1. Grouped By Category: Services are group as per their respective categories. This is the default

  2. As a continuous Unordered List: Services are arranged on the main menu sequentially.

To change the default, simply go to your portal and select Do Not Group Service in Menu

Customizing Menu Names
Changing Menu Structure For Services