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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.

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. In the navigation menu, click System Setup > Pages.
  2. Open the Page record.
  3. Click Edit.
  4. Change the View Order.
  5. 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.

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. In the navigation menu, click System Setup > Page Sections.
  2. Open the Page Section record.
  3. On the Pages tab, click New.
  4. Select the Page you want.
  5. Click Save.

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