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.

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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.

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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.

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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.

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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

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Publishing

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