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.
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.
In the Designer, navigate to Navigation or Navigation Layouts.
Click + Add Layout or create a new draft.
Enter a Name for the layout.
Select the roles this layout applies to.
Add menu items from the available list:
Homepage
Patients / My Patients
Calendar
Inbox
Tasks
Reports / Insights
Custom pages or links
Set the order of items by dragging them into position.
Save and publish.
The Inbox must be explicitly added to the navigation layout for each role that requires access. See Inbox for permission requirements.
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
Create a draft in the Designer and publish to apply the navigation layout to the Care Portal.
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