This guide provides step-by-step instructions for configuring client menu access in the Channel Partner Portal. Proper menu configuration ensures clients have access to exactly the features and functionality they need.

Prerequisites

• Administrator access to the OnBoardSoft Portal
• The client must already be registered in the system

Steps to Set Menu for Client

1-Access the Administration Interface

• Log in to your Portal with administrator credentials
• Verify you are in the "ADMIN PORTAL" section (indicated in the header)

2-Navigate to Client Management

• Locate and select "Clients" in the main navigation sidebar
• Click on the "Manage Clients" option from the submenu

3-Locate the Target Client

• In the client list table, identify the client whose menu you need to configure
• Note the client ID, name, company, and other relevant information to ensure you're selecting the correct client

4-Access Client Profile

• Click the "Actions" menu (three dots) at the far right of the client's row
• Select "View Client" from the dropdown options

5-Open Menu Configuration

• On the client profile page, locate the additional options menu (three dots) in the upper right section
• Click "Client Menu" from the dropdown list to open the menu configuration panel

6-Configure Menu Permissions

In the Client Menu configuration panel:

• The left column displays all available "MAIN MENU" items
• The right column shows corresponding "SUB MENU" options for selected main menu items

Check the boxes next to each menu item you want to grant the client access to:

Dashboard: Client overview and summary statistics

Agreements: Contract management access

Credit Application: Financial application access

Orders: Sales order management

Quotations: Quote requests and management

Products & Services: Catalog access

Sub Users: Management of additional client users

Documents: Resource and file access

Support: Help and support ticket system

Forms: Required documentation

Reports: Data analysis and reporting

7-Configure Submenu Options

For menu items with submenu options (indicated by checkboxes in the right column):

Agreements: Choose between Signed Agreements and/or Unsigned Agreements

Quotations: Configure access to Manage RFQs and/or Manage Quotations

8-Save Your Configuration

• After carefully selecting all appropriate menu items, click the "Save Changes" button at the bottom right of the configuration panel

• Wait for the confirmation message indicating successful menu configuration

9-Verify Configuration

• Return to the client profile view
• Verify the menu configuration by accessing the 'Dashboard' tab in the Client View interface to evaluate the portal experience from the client's perspective, ensuring all designated menu items are properly displayed and accessible.

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