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Smart Menus

Overview

Smart Menus swaps the main navigation menu depending on who is signed in. Staff, pupils, governors, Ofsted accounts and observers can each see a menu built for them, instead of the same public menu everyone else sees.

It only affects the primary navigation menu — the one in your header — and only for people who are signed in through your school's sign-in system. Anyone browsing the site without signing in always sees your normal public menu.


Getting set up

Step 1: Build the menus you need

Go to Appearance → Menus and create a menu for each audience you want to target — for example "Staff Menu" or "Governor Menu" — and add the links to it. You can reuse the same menu for more than one role if you like.

Step 2: Open Smart Menus

Go to Smart Plugins → Smart Menus. Only administrators can open this page. If it is not in the menu, switch the Smart Menus card On on the Smart Plugins dashboard first — it is off by default.

Smart Menus settings page with five dropdowns — Mentors Menu, Learners Menu, Governors Menu, Ofsted Menu and Observers Menu — each set to "Default (Primary Menu)", and a Save Changes button

Step 3: Assign a menu to each role

For each role you want to target, open its dropdown and choose the menu you built in Step 1. Leave a role set to Default (Primary Menu) to keep showing it your normal public menu.

Step 4: Save

Click Save Changes. Sign in as a test account for that role (or ask a colleague to check) to confirm the new menu appears.


Settings

Where to find it: Smart Plugins → Smart Menus

Setting What it does Default
Mentors Menu Menu shown to staff accounts once signed in Default (Primary Menu)
Learners Menu Menu shown to pupil accounts once signed in Default (Primary Menu)
Governors Menu Menu shown to governor accounts once signed in Default (Primary Menu)
Ofsted Menu Menu shown to Ofsted accounts once signed in Default (Primary Menu)
Observers Menu Menu shown to observer accounts once signed in Default (Primary Menu)

Each dropdown lists every menu you have created under Appearance → Menus, including a menu you have just created and not yet added any links to. Default (Primary Menu) is your site's normal public navigation — the same one visitors who are not signed in always see.

Staff accounts with administrator access are shown the Mentors Menu, the same as other staff.


Troubleshooting

Nothing changes when I sign in

Why it happens: Smart Menus depends on your sign-in system telling the website which role a person has. If a signed-in account has no role recorded against it, Smart Menus has nothing to match and the normal public menu is shown.

How to fix it:

  1. Confirm the person is signing in through your school's normal sign-in system, not with a separate administrator account.
  2. Check with Realsmart if a whole group of accounts (for example, all governors) never see their menu — it usually means those accounts are not being given a role by the sign-in system.

The wrong menu is showing

Why it happens: Either the wrong menu is assigned to that role, or the person's account has a different role than you expect.

How to fix it:

  1. Go to Smart Plugins → Smart Menus and check which menu is assigned to that role.
  2. Go to Appearance → Menus and confirm the assigned menu exists and has the links you expect.
  3. Ask Realsmart to confirm which role the account actually has if it still looks wrong.

Smart Menus page is missing

Why it happens: The Smart Menus module is turned off on the Smart Plugins dashboard.

How to fix it: Go to Smart Plugins, find the Smart Menus card, and switch it On.