What is a Menu? (General Definition)

A Menu is a navigational interface element that provides users with organized access to various features, functions, and sections within an application or website. It acts as a roadmap or directory, allowing users to efficiently locate and access the tools they need without confusion. Menus are fundamental to any software system, ensuring users can interact with the platform in an intuitive and structured manner.

What is Menu in Portal?

The Menu in Portal is your primary navigation toolbar that appears after login. It lists all available features in an organized format—such as "Manage Clients," "Create Sharelinks," "View Commissions," and "Product & Services." The menu is intelligently customized based on your user role (Admin, Channel Partner, or Client), displaying only the options relevant to your permissions and responsibilities.

Why Menu Feature is Required 

The Menu is the backbone of the Portal, transforming a feature-rich platform into an accessible, efficient workspace that empowers users to navigate complex channel partner operations with ease and confidence.

Centralized & Efficient Navigation:

• One-click access to all portal features from a single location
• Eliminates searching and memorizing URLs

Role-Based Access & Security:

• Displays only features relevant to your specific role
• Maintains security by controlling access based on permissions

Enhanced Productivity & Time Management:

• Quick transitions between tasks like managing clients and tracking commissions
• Minimizes search time, maximizes operational efficiency

User-Friendly Experience:

• Simplifies usage for both technical and non-technical users
• Reduces learning curve and onboarding time significantly

Streamlined Business Operations:

• Aligns with actual business processes from registration to commission tracking
• Organizes complex features logically for manageable daily operations

Scalability & Adaptability:

• Accommodates new features without disrupting existing navigation
• Grows with your business while maintaining user familiarity

Access to Rights Manager

Step-1: To access it login to Admin portal,

Step-2: For agents dashboard settings select Agent Menu and for clients dashboard, open  Client Menu

a) Agent Menu:

Click on Agent Section, Select Agent Menu you will have a variety of management options tailored to enhance your interaction with each client.

In the Agent Menu, you can access both the Sub Menu and Main Menu, providing a structured approach to client management.

 

b) Client Menu:

Client Section, click on the Client Menu you will have a variety of management options tailored to enhance your interaction with each client.

In the Client Menu, you can access both the Sub Menu and Main Menu, providing a structured approach to client management.

 

Client Main Menu Details/view:

1-Navigation Structure:

• Menu Sequence (Defines display order)
• Status indicators (Active/Inactive)
• Default Tab settings (Yes/No)
• Action(Edit Menu)

2-Core Menu Items:

• Dashboard (Main overview )
• Agreements: ( Legal docs )
• Credit App ( Financial checks )
• Orders ( Sales tracking )
• Quotations ( Price management )
• Products & Services ( Service catalog )
• Billing: (Payment handling )
• Sub Clients ( Partner management )
• Documents ( File storage )
• Support ( Help desk )
• Forms ( Standard documentation )

3-Access Controls:

• Links (shows page routing )
• Menu Icons ( Provide visual identification )

Client Sub Menu Details/view:

1-Access Control

• Parent menu dependency ( Parent Menu assignment required )
• Status controls visibility ( Active/Inactive )
• Link paths ( Define access routes )

2-Core Sub Menu Items:

• Signed/Unsigned Agreements ( Contract management )
• Billing Information ( Account details )
• Invoices ( Billing records )
• Payment History ( Transaction logs )
• Pricing ( Rate details )
• Manage RFQs ( Quote requests )
• Manage Quotations ( Price proposals )

 

Note: Since the client and agent menu configurations share many common features and follow similar configuration processes, we have detailed the client menu above. The agent menu setup follows the same workflow with the addition of these specialized features(shown below).
If you encounter any difficulties with the configuration process, please contact our support team for immediate assistance, contact support team: info@onboardsoft.com 

Agent Menu Details - Additional Features

Extended Main Menu Options:

Agent menu includes specialized options like Sharelinks/Affiliate Links and Sub-Agent Management not available to regular clients.

Marketing Tools Access:

Agents receive dedicated menu items for creating and managing marketing collateral, promotional materials, and affiliate links.

Commission Structure:

Special menu sections provide agents visibility into commission reports, payment history, and earnings tracking.

Sub-Agent Hierarchy Management:

Dedicated tools allow agents to oversee their network of sub-agents, including registration status and performance metrics.

Enhanced Configuration Control:

Administrators can fine-tune agent menu permissions to enable a customized experience based on agent tier, performance level, or specific partner agreements.