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Set up the Concierge Menu for Yellowbox Lockers

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Set up the Concierge Menu to launch an Email >>

Level: System Administrator / Serraview Implementation Team

When your company has a Yellowbox integration allows employees to access their lockers with Engage using a single point of authentication. 

Prerequisites

You will need:

  • Image - Either download the Locker image from Concierge Menu Images Gallery OR source your own Concierge Image (Width 750px Height 836px PNG image)
  • System Administrator access to Engage Configuration settings

Link up the Yellowbox page

Remember that the Concierge menu must have 3 menu items set up for it to work in the Engage app.

  1. Navigate to Admin Settings > System Config > General > Engage Configuration.
  2. Click the Concierge Menu tab.
  3. Click the Add icon. The Add form displays.
  4. In the Sequence field, enter the sequence number. The concierge menu displays the items in a circular scroll. For example from number 1 beginning the first item to number 10 last item.
  5. In the Title field, enter the heading.
  6. In the Description field, enter the short description.
  7. In the URL field, enter the URL to link to. 
  8. Upload the image.
  9. Optional - Check the Emphasized check box to display the accent line next to the heading and short description.
  10. Click the Update button.

If you need to hide or delete an item then refer to Set up the Concierge Menu for 3 or more menu items.