Custom Pages Purpose

The purpose of Custom Pages is to configure and manage the details of a displayed menu item in the system such as Admins or Programs. 

Custom Pages Overview

The Custom Pages option may be used to update any displayed menu item within the system.

As part of this customization, you may configure the title of the page, where it appears in the menus, and who can see the page.

Permissions may be set to have the page visible to anyone on the Internet, only logged in users, or both. 

Custom pages may be accessed using a URL defined in the configuration or appear as a menu selection in the application.

Accessing Custom Pages

To access the custom page settings, click on Admin > Custom Pages. 

Each existing custom page will be displayed in the screen as a table.

For each custom page, you will see the Page Title, Menu Title, Program, and Status. This information is configured when adding a custom page. 

A page may have several statuses, but only pages with a "Published" status will be visible to users. It may be saved as a draft or under another status as it is being configured and reviewed. 

Adding Custom Pages

A custom page may be added to customize the menus at the top of the system and what users see when logged in. To add a custom page, complete the following steps:

Step 1: Click on Add Page and enter all required fields. Items with an asterisk* are required. 

Step 2: The Page Title should be what you want to call the new custom page. 

Step 3: Configure the Menu Placement. These options determine where the page will appear within the menus location at the top of the dashboard.

  • Program - Typically, you will need to select Benefit Plan or FitLyfe 360 in the Program Menu.
  • Parent Menu - Options displayed in this menu will depend on what has been chosen in the Program Menu. This selection represents the menu displayed at the top of the application (Admin, Programs, etc.). 
  • Menu Title - This title will be displayed underneath the Parent Menu for accessing the custom page. 

Step 4: Configure page Visibility in the Security section. This menu option determines who can view the custom page in the system. Three options are provided: 

  • Public - Anyone on the Internet can view this page. If a user logs into the system, they will not be able to see the custom page. 
  • Protected - The individual must be logged in to view this page. If they are not logged into the system, they will not see the page.  
  • Public/Protected - Users will see the page when logged out and logged into the system. 

Step 5: Configure User Roles. You may have one or multiple User Roles chosen for the custom page. This determines what users can see the page when logged in based on the chosen user roles. Use the X to remove a selection. 

To learn more about these roles, please see the User Roles page of the Admin Guide. 


Step 6: Configure Relationships (i.e. Audience) for the page. This defines who the page will be available to: associate, spouse, domestic partner, contractor, etc. More than one option can be added here. Use the X to remove a selection.

Step 7: Define the Workflow for the page by selecting a Status (draft, approval, etc.). Only pages with a Publish status will be visible to users. 

Step 8: Configure any desired options below the workflow. These are not required to save the custom page in the system. 

  • Visible in Menu - This option determines if the page will be visible in the menu. If checked, then it will be available in the selected parent menu. When unchecked, it will not be visible.

  • Is External Link - If this option is checked, you can have an external link for accessing the page. The link may be entered below this option.

    Note: Leave this option unchecked to add content using a rich text editor. An option is also provided for viewing and change the HTML format within the editor.

  • Open New Window - This option may be used to have the custom page open in a new window. If this option is checked, then the page will be opened in a new window after selecting it in the menu. 

Step 9: You may click Preview to see what the custom page will look like before saving. 

Step 10: Click Save to save the configuration. After saving, you will see the created by and date information below these options. If the page is updated, you will also see who made the update and the date/time when viewing this information. 

Updating Custom Pages

Each custom page will be displayed after clicking on Admin > Custom Pages.

The Pencil Icon may be used to make changes to a custom page.

After clicking on this icon, you will be able to view and make changes to the selected custom page.

Click Preview to view the page in your browser. Click Save to save your changes to the page.