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Homepages and Menus - Help!

  • January 27, 2025
  • 10 replies
  • 189 views

Hello,

Hoping someone can help me with understanding the concepts of the Homepages and Menus. I’m not super technical w Docebo yet, but I have a use case where we would like to display information to our instructors only, and a second use case where we would like specific information on courses and homework et al displayed to members of a Specific Cohort. Would we build separate pages for each, and then ‘assign’ those pages to those user groups via Menus? And where would these pages display? We have currently one menu that displays the following: 

would these new pages be tabs in this menu? and if so, would only the specific User Groups be able to see them?

 

Thank you! 

Best answer by slgoldstein

Hi - what you would need to do is build a menu for this group, then add the page or pages to that menu.  Then, under visibility, you can assign the groups or branches who should have access to that menu (and therefore the pages) accordingly.  You will also need to make sure to order the menu properly in your list of menus.  Users will always see the first published menu available to them in list first.  So for example, if you have a default menu for everyone, but a specific menu for your instructors, to ensure the instructors see that menu, it needs to be listed above the default menu.

Not sure I am explaining this very well, so I will include the link to the knowledge base article.

https://help.docebo.com/hc/en-us/articles/360020081400-Creating-and-Managing-Custom-Menus-for-Users

10 replies

lrnlab
Hero III
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  • Hero III
  • January 28, 2025

hmm, not sure you can build it out the way you picture it above since this would likely require the use of an iFrame and APIs or the HTML widget. You have those widgets available so you can build a page to display the information you depicted above.

To get the proper menu (and pages) to your groups, you will need to use Groups for your instructors. You may need to add a additional Feld to identify them and build your group depending on how your instructors are set-up (they are actually users so you cannot use the “users” option on your menus to assign  the menu). You can use the same process for your cohort however how you build your groups will likely be different.


  • Author
  • Novice III
  • January 28, 2025

Hi!

I know how to build the pages, and what the widgets do, but I am not understanding once built, and once the groups are assigned, how the Groups access these pages? Are they added as a tab to the existing main menu that I screenshotted above? Thanks!


slgoldstein
Novice III
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  • Novice III
  • Answer
  • January 28, 2025

Hi - what you would need to do is build a menu for this group, then add the page or pages to that menu.  Then, under visibility, you can assign the groups or branches who should have access to that menu (and therefore the pages) accordingly.  You will also need to make sure to order the menu properly in your list of menus.  Users will always see the first published menu available to them in list first.  So for example, if you have a default menu for everyone, but a specific menu for your instructors, to ensure the instructors see that menu, it needs to be listed above the default menu.

Not sure I am explaining this very well, so I will include the link to the knowledge base article.

https://help.docebo.com/hc/en-us/articles/360020081400-Creating-and-Managing-Custom-Menus-for-Users


lrnlab
Hero III
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  • Hero III
  • January 28, 2025

Yes, you cannot assign a page. A page needs to be added to a menu and then the menu can be assigned using the custom visibility options. This is where you can identify the user level, groups and/or branch, etc.


  • Author
  • Novice III
  • January 28, 2025

Thank you ​@slgoldstein this is the breakdown I was looking for! One question I dont see addressed in the KB article is, I understand that users will see the first published menu available to them, but I don’t see an example of what that will look like for the user. If the first published menu (the default) is one that needs to be seen first (by all users), where will the second menu “go” for lack of a better word. 


slgoldstein
Novice III
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  • Novice III
  • January 28, 2025

Hi ​@goldengirl - users can only see one menu.  :( We have a similar use case where we have to personalize for our admins.  What we do is we create that menu, and then map to the admins (as a group).  That menu goes first (or at the top) in the list.  Then we have a menu that our learners see - that gets listed second.  To get a sense of what each group sees, we create a test user, and map to that group.  Then we use the user impersonation feature to navigate around.  Not ideal - but we have not seen another way to do that yet.   

Hope that helps! 


  • Author
  • Novice III
  • January 28, 2025

@slgoldstein ok thank you for the explanation, final question - so for your use case, your admins do not ever see the “learner” menu correct? Dang, that is not ideal. Our admins also need to have access to their compliance training etc which is on the default menu. Has anyone used Deep Links to create a link to a page and used that directly? 


lrnlab
Hero III
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  • Hero III
  • January 28, 2025

you can add any user page to your admin menu; just make sure they are properly labelled.


slgoldstein
Novice III
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  • Novice III
  • January 28, 2025

@goldengirl - yes - but my admins can either impersonate OR they can still see the pages.  We essentially include all the pages from the learner menu in the Admin menu.  The Admin menu just has a few more to help them with their day to day work within the system.  

We have used deeplinks, as well as page links.  This is helpful we want to put things directly on the homepage (new courses, or links to very specific pages) without having to also put them in the menu - otherwise the learner menu can get really long and cumbersome.  To do this, we create a ‘hidden’ menu, and include any pages we want the group or audience to be able to access, without having to put it in the menu.  That hidden menu goes at the very bottom of our menu list, and is labelled hidden so that we know exactly what it is.  Thenwe create a custom widget to point the learner or admin to that page, and put the link into the widget.

Again - not sure I am explaining this super well!  If you have a sandbox, definitely worth tinkering there and experimenting a bit to see what you can/can’t do, and how it all comes together.

 


lrnlab
Hero III
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  • Hero III
  • January 28, 2025

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