Menu

The main navigation menus displayed across the top of the screen allow customers to access the main content categories for the site. The Menu configuration options allow configuration of the main menu drop-downs, as well as each link within those drop-downs.

The top-level items within Menu configuration define the main menu navigation items. Within each item, items can be added to include the second level of links displayed within the drop-down. For example, you might create a main item for Billing and Payment. Within this item you can created additional billing and payment items, such as View Bill, Financial History, and Manage Billing.

Note:

Digital Self Service - Transactions supports a maximum of two menu levels. This means the main navigation menu can display a drop-down of links related to that category. Additional levels within this drop-down are not supported.

For each menu item you must define the following:

  • Name: Defines the internal name of the menu item.
  • Enabled: Defines if the item is displayed. If an item is disabled it is not displayed in the menu navigation. Additionally, if a disabled item has nested items, those items are also hidden.
  • Path: Defines the path within Digital Self Service - Transactions for the menu item. This path can be relative for links within the Digital Self Service - Transactions web portal. Be aware that this path must also be defined in the routing configuration, as described in Portal Routing.

    If the item links to an external resource, the full path for the resource must be included. External resources are not included in routing configuration.

    Be aware that the path is not used for items that have items nested underneath. For example, a main item of Billing and Payment has additional items underneath that provide various menu items within a Billing and Payment menu. The main Billing and Payment item does not use a path because it contains items within its menu that link to billing and payment resources. The main Billing and Payment item is not an active link and thus the path is not used.

  • Grant To: Defines the type of customer that can view the menu item. This enables you to display or hide a menu option based on whether a customer has logged in to Digital Self Service - Transactions or if they are payment eligible.
  • Segments: Defines the type of customer that can view the menu item based on their customer segment. Leaving this field blank makes the menu item available for all customer segments. Including segments limits the item to only the customer segments that are included. For more information on configuring segments, see Portal Segmentation.