---
title: "1.7 Manage Main Menu Vendor Client Gateway"
slug: "17-manage-main-menu-vendor-client-gateway-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/17-manage-main-menu-vendor-client-gateway-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1.7 Manage Main Menu Vendor Client Gateway

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**1.7 Manage Main Menu Vendor Client Gateway**

*Module: Vendor/Client Gateway › Step 1: Vendor/Client Gateway Configuration › 1.7 Manage Main Menu Vendor Client Gateway*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

The Gateway's own left-hand menu is managed the same way as any internal workspace, from **Administration → Navigation Menu**. Switching the **Workspace** selector to **Vendor/Client Gateway** loads its menu items: Main, Submit New Request, My Dashboard, News, Contracts, Requests, Solicitations, Contacts/Users, Electronic Documents, Purchase Orders, Reports, Help, Log Out, Support Center, Document Library and Manage Items. Each item can be edited, reordered, and limited to the module it belongs to.

# 2. Key Elements

- **Administration → Navigation Menu → Workspace** dropdown → **Vendor/Client Gateway** switches to the Gateway's menu.
- Menu items are grouped into cards. Each card shows its module tag: for example, Contracts, Requests, Solicitations and Contacts/Users carry the **Gateways_VCC** tag, and Electronic Documents carries **Modules_DAC**.
- Sub-items such as Search All Public Contracts, My Contracts, Create New Request and My Solicitations sit inside their parent menu group, and can be reordered by dragging their handle.
- Items pointing at a page that doesn't exist in this application are marked **UNAVAILABLE**. Use **Review them** to repoint or hide them.
- The **Workspaces & who sees them** tab controls which employees are assigned each workspace's menu.

# 3. Navigating to the Gateway Menu

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation menu.
2. Under **Configuration & Fields**, click **Navigation Menu**.

![Administration page with Navigation Menu highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-01-admin-navigation-menu.png)

1. On the **Menu items** tab, set **Workspace** to **Vendor/Client Gateway**.
2. Use **Filter items** to find an item, tick **Start with the menu narrowed** to collapse the menu by default, click **Add item** to add a top-level item, or click **Reset to default** to restore the standard menu.

![Navigation Menu with Vendor/Client Gateway workspace selected](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-02-gateway-workspace.png)

**Note:** **Reset to default** replaces the workspace's current menu with the standard one. Use it with care.

# 4. Managing Menu Groups and Sub-items

1. Each card is a top-level menu group. Its module tag (for example, **Gateways_VCC**) and sub-item count appear under the name.
2. Click the pencil icon on a card to edit the group.
3. Drag a sub-item by its handle to reorder it within the group.
4. Click **Add sub-item** at the bottom of a card to add a link inside that group.
5. Items marked **UNAVAILABLE** point to a page that doesn't exist in this application; they appear greyed out in the sidebar.

![Gateway menu group cards with edit, Add sub-item and module tag](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-03-menu-group-cards.png)

# 5. Editing a Menu Item

1. In the **Edit menu item** panel, update the **Label**.
2. Choose the **Page** it opens, or **No page (this is a heading)** for a group that expands to show its sub-items.
3. Set **Sits under** (top level or a parent group), the **Order**, and the **Icon**. Leave the icon on **Automatic** unless it picks the wrong one.
4. Tick or clear **Visible in the menu**, **Administrators only** and **Start collapsed**.
5. Expand **Advanced** to set **Only show when this module is licensed** (for example, **Gateways_VCC**), **Require a named permission**, and a **Tooltip**.
6. Click **Save**. The trash icon deletes the item.

![Edit menu item panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-04-edit-menu-item.png)

# 6. Reviewing Unavailable Items

1. Click **Review them** in the warning banner to open **Menu review – Vendor/Client Gateway**. The summary shows how many items were opened automatically, have a suggestion, have nothing to point at, or are external links.
2. For each item under **Needs a decision**, click the suggested **Use …** button, choose a page from **Point somewhere else…**, or click **Hide**.
3. Click **Done** when finished.

![Menu review for Vendor/Client Gateway](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-05-menu-review.png)

# 7. Assigning the Gateway Workspace

1. Click the **Workspaces & who sees them** tab.
2. On the **Vendor/Client Gateway** card, review its status, menu item count and employee count.
3. Click **Who sees this** to manage assignments, **Edit its menu** to return to its menu items, or the pencil icon to edit the workspace name and description. Click **Add workspace** to create a new one.

![Workspaces and who sees them tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mm-06-workspaces-tab.png)

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Gateway menu | Administration → **Navigation Menu** → Workspace: **Vendor/Client Gateway**. |
| Add a menu item | **Add item** (top level) or **Add sub-item** on a card. |
| Edit an item | Pencil icon → update Label, Page, Sits under, Order, Icon → **Save**. |
| Reorder sub-items | Drag the handle beside the sub-item. |
| Limit an item to a module | Edit → **Advanced** → **Only show when this module is licensed**. |
| Fix unavailable items | **Review them** → Use suggestion / Point somewhere else / Hide → **Done**. |
| Assign the workspace | **Workspaces & who sees them** → Vendor/Client Gateway → **Who sees this**. |