How do I change the order of tabs in the Staff Portfolio?

iP Suite allows you to customise the order in which tabs appear within the staff Portfolio. This enables you to organise the Portfolio menu to suit your requirements and make frequently used sections easier to access.

Any changes made to the tab ordering will apply across all staff Portfolios.

Changing the Portfolio Tab Order

Follow the steps below to change the order of the tabs within the Portfolio.

Step 1: Access the Portfolio Settings

• Open a staff member's Portfolio.

• Click the cog icon in the top-right corner of the screen to open the settings side panel.

• Under the Layout section, select Portfolio Tabs.

Step 2: Reorder the Tabs

• The Portfolio Tabs section displays a list of the available tabs within the Portfolio menu.

• Locate the tab you want to move.

• Click and drag the tab into your preferred position in the list.

• Repeat this process until all tabs are arranged in the required order.

The order of the tabs in this list determines how they appear in the Portfolio menu.

Step 3: Close the Settings Panel

Once you have finished reordering the tabs, click the X to close the settings side panel.

Your changes will then apply across all staff Portfolios.

Important Information

• Applies to all staff: The tab ordering is applied system-wide and is not specific to the individual staff member whose Portfolio you used to access the settings.

• Tab visibility: Although the ordering applies across all staff Portfolios, individual tabs will only be displayed where the relevant functionality or content is applicable to that staff member.

• Customisation: You can rearrange the tabs at any time by returning to the Portfolio Tabs settings.