How to Create Navigation Layouts

Overview

Navigation layouts in the Designer control the structure of the left-hand sidebar menu in the Care Portal. Each role can have a different navigation layout – allowing you to show only the pages and features relevant to each user type.


How Navigation Layouts Work

  • A navigation layout is a menu configuration tied to one or more roles.

  • It defines which items appear in the Care Portal sidebar and in what order.

  • Items that are not included in the layout are not visible to users with that role.


Creating a Navigation Layout

  1. In the Designer, navigate to Navigation or Navigation Layouts.

  2. Click + Add Layout or create a new draft.

  3. Enter a Name for the layout.

  4. Select the roles this layout applies to.

  5. Add menu items from the available list:

    • Homepage

    • Patients / My Patients

    • Calendar

    • Inbox

    • Tasks

    • Reports / Insights

    • Custom pages or links

  6. Set the order of items by dragging them into position.

  7. Save and publish.


Adding the Inbox to Navigation

The Inbox must be explicitly added to the navigation layout for each role that requires access. See Inbox for permission requirements.


Role-Specific Layouts

Different roles typically have different navigation needs:

  • Care Managers – Patients, Calendar, Inbox, Tasks

  • Supervisors – Patients (all), Insights, Reports

  • Administrators – limited Care Portal access, primarily administrative views


Publishing

Create a draft in the Designer and publish to apply the navigation layout to the Care Portal.

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