Customer Portal Style C

Overview

This release introduces Layout C for the Customer Portal and adds the supporting configuration needed to manage its content, navigation, styling, and quick-link setup.

Layout C gives organizations a more modern portal experience with a horizontal tab layout, updated home-page presentation, enhanced navigation styling, and expanded configuration options. Administrators and Briefing Managers can configure these settings from the existing Customer Portal administration areas, while portal users see the results automatically when Layout C is enabled for their center.

What’s New

• New Layout C option in the Customer Portal Layout selector

• New horizontal tab navigation for the Customer Portal

• Layout C-specific settings for:

  • Naming display

  • Home engagement details

  • Home host details

  • Email/contact features

  • Other display options

• Configurable Main Navigation Styles for Layout C

• Updated behavior when all tabs are disabled

• Support for tablet and mobile responsive views

• Layout C default settings available for consistent setup across centers

• Meeting Owner details displayed in the Your Hosts section when enabled

• Updated Quick Links configuration experience, including:

  • Ability to associate a custom tab to quick links on configurations and experiences

  • Quick Link Templates section to list all available quick links that can be used across all layouts

  • Selected layout shown under the Center dropdown

  • Add Quick Link action replacing the legacy New Quick Link action

  • Layout C quick link fields for Title Text, Description Text, and Link Image

  • Add Group and Add Quick Link actions for Layout C

  • Removal of the Show in Briefing Instance checkbox group from the Quick Link Details form

  • Clearer guidance that Link Icon applies only to Layout B

Functional Summary

When Layout C is selected for a center, the Customer Portal displays a new page structure with horizontal tabs across the top of the content area. The visible tabs and their order continue to follow the existing Customer Portal configuration logic.

Administrators can configure Layout C from the existing Customer Portal settings, styles, and quick-link areas. These settings control what text appears on the home screen, whether certain host and engagement details are shown, which contact actions are available, how the navigation looks, and how quick links are configured for the selected layout.

Key Capabilities

• Layout-specific configuration
  Layout C settings appear only when Layout C is selected.

• Modern horizontal navigation
  Tabs display across the top of the page instead of in a vertical sidebar.

• Dynamic tab visibility
  Only enabled tabs appear, in the configured order, with no blank spacing.

• Navigation overflow handling
  When too many tabs are visible, overflow tabs move into a More menu.

• Branding and style control
  Admins can configure navigation background, opacity, borders, gradients, and text colors for Layout C.

• Home-page content control
  Admins can control naming labels, engagement details, host details, contact options, and additional display settings.

• Quick Links configuration updates
  There exists now a quick link templates section allowing user to choose from existing templates. Quick Links configuration now also shows the active layout more clearly and provides Layout C-specific quick link fields in the Quick Link Details form. Also, the users can now add a custom tab to Application Tab type quick link.

• Responsive support
  Layout C supports desktop, tablet, and mobile rendering.

• Consistent save behavior
  Existing Save, Cancel, validation, and unsaved-change confirmation behaviors continue to apply.

Customer Portal Layout C Enhancements – Overview

Layout C is designed to provide a cleaner and more space-efficient Customer Portal experience while preserving the existing configuration-driven behavior used in the platform.

From an end-user perspective, the biggest change is the move to horizontal tabs and the updated home-screen presentation. From an administrator perspective, Layout C adds a dedicated set of settings that control what users see and how the portal looks, while continuing to use familiar configuration patterns already used in the Customer Portal, including the Quick Links configuration experience.

Configuration & Administration

Who configures Layout C

Layout C is configured by users with access to Customer Portal Admin settings, such as Managers and Admins.

Where Layout C is configured

How to enable Layout C

1. Open Experience Hub.

2. Go to Customer Portal.

3. Open the Settings tab.

4. In the Customer Portal Layout dropdown, select Layout C.

5. Review and complete the Layout C settings sections that appear.

6. Save your changes.

When Layout C is selected, its settings sections appear dynamically. If you switch back to Layout A or Layout B, the Layout C-specific sections are hidden.

Layout C settings available in the Settings tab

1. Naming Display

This section controls the key labels and heading text used on the Layout C home screen.

 

 

 

Setting	Type	Notes
Select Header Briefing Name	Radio button group	Required
Company Name	Radio option	Mutually exclusive with Briefing Meeting Name
Briefing Meeting Name	Radio option	Mutually exclusive with Company Name
Home Engagement Details Container Title	Text field	Required, up to 255 characters
Home Feedback Container Title	Text field	Required, up to 255 characters
Home Host Details Container Title	Text field	Required, up to 255 characters
Speaker Label	Text field	Required, up to 255 characters

 

 

 

 

 

Rendered View:

 

 

Special characters are supported in the text fields listed above.

2. Home Engagement Details Display

This section controls whether additional engagement details appear on the home screen.

 

 

 

Setting	Type
Show Meeting Room	Toggle
Show Center Address	Toggle

 

3. Home Host Details Display

This section controls whether host details are shown in the Your Hosts area.

 

4. Email Feature

This section controls the contact actions available in Layout C. 

5. Other

This section includes additional display behavior for mobile viewing.

 

 

 

Styles

1. Header Styles

Controls the appearance of the top header section of the Customer Portal.

2. Main Navigation Styles

Defines the look and feel of the main navigation menu.

3. Home Page Hero Content (Layout C Only)

Controls the greeting or hero section displayed on the homepage.

4. Pod Styles

Controls the appearance of content pods (cards/sections) used across the portal.

5. General Styles

Defines global branding and visual consistency across the portal.

How It Works

1. Navigate to Styles Tab

2. Select a Center configured with Layout C

3. Configure fields across the five sections

4. Resolve any validation errors

5. Click Save

6. View updates immediately in the Customer Portal

Important Considerations & Limitations

• Layout C fields are only visible when Layout C is selected

• Mandatory fields must be completed before saving

• Color inputs must be valid HEX values

• Image uploads must meet format and size requirements

• Numeric fields must be within allowed ranges

• Unsaved changes trigger a confirmation popup when navigating away

• Changes are applied instantly after saving

Quick Links updates

User Roles / Permissions / Prerequisites

User roles

Prerequisites

• Layout C must be selected for the relevant center.

• Customer Portal tabs must be enabled in configuration for them to appear.

• Required Layout C fields must be completed before settings can be saved.

• Responsive behavior is supported for desktop, tablet, and mobile access.

How It Works / User Flow – Step-by-Step

1. Enable and configure Layout C

1. Go to Experience Hub → Customer Portal → Settings.

2. Select Layout C from the layout dropdown.

3. Complete the available settings sections:

   • Naming Display

   • Home Engagement Details Display

   • Home Host Details Display

   • Email Feature

   • Other

4. Save the configuration.

If required fields are left blank, the affected field labels appear in red and the Save button remains disabled until the issue is resolved.

2. Configure tab visibility and order

1. Open the existing Customer Portal tab configuration area.

2. Enable the tabs that should appear in Layout C.

3. Arrange them in the required order.

4. Save the configuration.

5. Reload Layout C to view the updated tab layout.

Only enabled tabs appear in Layout C, and they appear in the configured order.

3. Configure navigation styling

1. Open Settings → Branding / Header Styles.

2. Select the relevant center or site configuration.

3. Update the required Layout C navigation style values.

4. Save the configuration.

5. Refresh the portal if needed to confirm the updated appearance.

4. Configure Quick Links for Layout C

1. Open Customer Portal → Configurations → Quick Links.

2. Select the required center.

3. Confirm the selected layout shown under the Center dropdown.

4. Use Add Group if you want to create a quick link group for Layout C.

5. Use Add Quick Link to add a quick link.

6. In Quick Link Details, complete the Layout C fields as needed to create a new quick link:

   • Title Text

   • Description Text

   • Link Image

7. As an alternate workflow, the user can choose from the list available in quick links Templates to add an existing link.

 

 

1. Save your changes.

Where relevant:

• Link Icon applies only to Layout B.

• The Show in Briefing Instance option is no longer part of the Quick Link Details form.

5. Configure custom tab to Application tab type Quick link

1. Open Customer Portal > Configurations > Add Quick Link/Group > Select custom tab

2. Briefing Details > Experiences > Add Quick Link/Group > Select custom tab

3. Custom tabs are also applicable for layouts A and B

6. End-user experience in Layout C

1. The portal opens in the new Layout C view.

2. The Home tab is selected by default.

3. Users can move between enabled tabs using the horizontal tab bar.

4. If too many tabs are visible, additional tabs appear under More.

5. The tab content loads within the same page instead of opening a separate page.

 

Rendering on the Layout

7. Responsive behavior

On smaller screens, Layout C adjusts the tab presentation for tablet and mobile viewing. Depending on screen size, tabs may appear in a scrollable bar or similar compact format.

Important Considerations & Limitations

• Layout C-specific settings appear only when Layout C is selected.

• Switching from Layout C back to another layout hides Layout C fields.

• Previously entered Layout C values are preserved even if the user switches layouts before saving elsewhere.

• Required Layout C fields must be completed before Save is allowed.

• Existing Save, Cancel, and unsaved changes confirmation behaviors are reused.

• When users navigate away with unsaved changes, the existing confirmation popup appears.

• Tab changes made in configuration are reflected in Layout C after the page is reloaded.

• Long tab names are truncated using the existing tab-name logic.

• Disabled tabs do not appear and do not leave empty space.

• When the number of visible tabs exceeds the available width, overflow tabs move into a More menu.

• If all tabs are disabled, Layout C displays the updated header with the Nexus logo and hamburger menu, instead of the old vertical-layout behavior.

• Layout C styling is center/site specific where supported by configuration.

• Navigation styling continues to work across desktop, tablet, and mobile views.

• Quick Links changes in this release are limited to the configuration UI.

• The Quick Links scope does not include backend changes, payload changes, or portal rendering changes.

• Link Icon is relevant only for Layout B in the Quick Link Details form.

• The Show in Briefing Instance option is no longer available in the Quick Link Details form.

FAQs

What changes when I select Layout C?

Layout C introduces a new portal view with horizontal tabs, Layout C-specific home-page settings, navigation style controls, and updated Quick Links configuration support.

Do I need to reconfigure all tabs for Layout C?

Layout C continues to use the existing tab visibility and ordering logic. Only enabled tabs appear, and they appear in the configured order.

What happens if I switch away from Layout C after entering values?

The Layout C sections are hidden, but previously entered Layout C values are preserved.

Why can’t I save my Layout C settings?

One or more required fields may be blank. Required fields are highlighted, and Save remains disabled until they are completed.

Why don’t I see a contact option for Meeting Owner or Briefing Manager?

The related contact feature is available only when the corresponding host display option is turned on.

What happens if all tabs are disabled?

Layout C still loads, but instead of showing tabs, it displays the updated header with the Nexus logo.

What changed in Quick Links for Layout C?

Quick Links now shows the selected layout below the Center dropdown, uses Add Quick Link instead of New Quick Link, supports Layout C-specific quick link fields, and includes Add Group and Add Quick Link actions for Layout C.

Does Quick Links in this release change portal rendering?

No. The Quick Links work in this scope are limited to the configuration UI and do not include backend or portal rendering changes.

Do style changes apply immediately?

Saved style changes are intended to reflect immediately, although a refresh or cache refresh may be needed in some cases.

Does Layout C work on mobile devices?

Yes. Layout C supports responsive tablet and mobile views.

Support & Troubleshooting

If Layout C is not behaving as expected, check the following first:

• Confirm that Layout C is selected in Customer Portal settings

• Confirm that required fields in the Layout C settings are completed

• Confirm that the required tabs are enabled in Customer Portal configuration

• Confirm that any contact-related feature is supported by the corresponding host display setting

• Confirm that the correct center or site configuration is being edited

• Refresh the portal after configuration changes

• Check whether all tabs were disabled, which can change what the user sees on first load

• In Quick Links, confirm the correct layout is shown under the Center dropdown

• In Quick Links, confirm you are using the correct layout-specific fields and actions

When contacting support, provide:

• Center or site name

• Selected layout

• Screen where the issue occurred

• Name of the setting, tab, or quick link affected

• Screenshot of the issue

• Whether the issue occurs on desktop, tablet, or mobile