How to add custom menu items

Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions

You can add custom items to the menu displayed in both the B2CORE UI and mobile app.

In the mobile apps, these items appear in the Services section. This functionality is supported starting from iOS v1.29 and Android v2.6.0.

To be able to add custom menu items, you should be granted the Update menu permission (for details, refer How to add a user group and grant permissions).

To add a custom menu item:

1

Navigate to Promotion > Menu.

2

To view a list of available menu items, click the eye icon located in the General row.

Custom menu items can be added under the General menu tree or within any existing menu item. To navigate inside an existing item, click the eye icon in the respective row.

3

Click +Create in the upper-right page corner.

4

In the displayed popup, fill in the following required fields:

• In the Name field, enter a unique name for the menu item.

• On the Caption field, enter a caption for the menu item that will be displayed to clients in the B2CORE UI menu or the Services section of the mobile app.

• In the External URL field, specify the URL to an external resource or web page to which clients will be redirected when they click the menu item.

• In the Icon field, specify the URL of an image that will be used as the menu icon in the B2CORE UI.

  The image must meet the following requirements:

  • Format: SVG

  • Size: 16×16 pixels

  • Style: monochrome (single color, typically black or white: #000000/ #FFFFFF)

  • Background: transparent (recommended)

5

Optionally, apply restrictions to the menu item:

• To make the menu item available only to clients with specific verification levels, select the appropriate levels in the Verification Level Allowance dropdown.

• To make a menu item available only to clients that are assigned specific types, select the corresponding types in the Client Type Allowance dropdown.

If no options are selected in these dropdowns, the menu item will be available to all clients without any restrictions.

6

To mark the menu item as "New" in the B2CORE UI, enable the New checkbox.

7

To mark the menu item visible in the B2CORE UI and mobile app, enable the Visible checkbox; otherwise, it will be hidden.

8

Click Save to add the custom menu item.

The custom menu item will appear in the menu tree. To adjust its position, simply drag and drop it to the desired location.

If needed, specify the localization properties for the item caption by clicking the button located on the right side of its caption in the Caption field.