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Page Sections and Order

CAUTION: Only SPoCs who understand the ramifications should perform changes to Page records and Section records with extreme caution. If you have questions, please contact Support.

We don't recommend that you make changes to Page or Section names, as it makes it more difficult for your users to use the Help Center topics, might prevent certain updates and enhancements, and might delay in help from support.

The settings on Page and Page Section records control the navigation structure and order of the menu that you see in the Platform.

Changes to Pages and Sections are system-wide for all Users. If a User complains that they have "too many options" in the navigation, we recommend you modify their Security Roles to only include Pages they need to access and remove any "clutter" from their navigation.

Change Sort Order

  • You must be a SPoC to do this.
  1. Go to System Setup > Pages, and open the Page record.
  2. Click Edit.
  3. Change the View Order.
  4. Click Save.

Users must log out and back and/or refresh their browser to see changes applied.

Add a Page to a Section

CAUTION: Only SPoCs who understand the ramifications should perform changes to Page records and Section records with extreme caution. If you have questions, please contact Support.

We don't recommend that you make changes to Page or Section names, as it makes it more difficult for your users to use the Help Center topics, might prevent certain updates and enhancements, and might delay in help from support.

  1. Go to System Setup > Page Sections, and open the Page Section record.
  2. On the Pages tab, click New.
  3. Select the Page you want.
  4. Click Save.

Users must log out and back and/or refresh their browser to see changes applied.