Client Help: Self-service administration

Take control of your help content—update, organize, and deliver guidance instantly.

Client Help Administration lets you create and manage program-specific help content directly from your Enterprise platform. You decide what users see in the Help menu—whether it’s guides, videos, policies, or links—and you can update it at any time without waiting on support.

Why it matters

Keep your users informed and productive with up-to-date, relevant help content. Instead of relying on static documentation or delayed updates, you can respond quickly to changes, reduce confusion, and improve user experience across your program.

Who it’s for

• Program offices managing VMS configurations
• MSP teams supporting client programs
• Administrators responsible for user guidance and documentation

How it helps

• Stay current: Update help content as your program evolves
• Improve user experience: Provide clear, role-specific guidance right where users need it
• Save time: Eliminate delays by managing content yourself
• Control visibility: Show the right content to the right users
• Organize content easily: Build structured menus with up to three levels

How it works

Client Help Administration lets you build a custom Help menu using menu folders and attachments:

• Create menus (folders) to organize content
• Add attachments (links or files) that users can access
• Control display order and visibility by role or organization type
• Activate items to make them visible in the Help menu

Menus act as containers and require attachments to display content. Attachments appear immediately when active.

Before you begin

• Permissions to manage VMS settings and client communications
• Defined user roles or organization types (if using targeted visibility)

How to steps

This feature gives you full control to deliver the right help content at the right time—on your schedule.

Tips

• Menu items only appear to users with permission
• Menus must contain attachments before they display
• Attachments show immediately when active
• You can nest menus up to three levels deep

1. Select Preferences > VMS Settings > Client Communications.

2. Select Client Help Administration. A Client Help Menu Administration page displays.

3. Select Add New.

4. Enter a Name (this is what users see in the Help menu).

5. Optional. In the Description field, enter an explanation to help your users understand the menu option.

6. Add a Description to explain the item.
   TIP: If the parent menu is configured to sort items by name, the Display Order field isn’t available.

7. Ensure Active is selected to make it visible. If you don’t want the menu item to display, clear the checkbox.

8. Choose a Type:
   • Menu: Creates a folder to organize content
   • Attachment: Creates a clickable help item

9. If you selected Menu:

   • Configure sorting options in Menu Options

10. Set Visibility:

    • Leave as Everyone
      OR

    • Restrict to specific roles or organization types.

11. If you choose Selected Roles or Business Organization Types:
    • Configure which specific roles or Business Organization Types should have visibility.
12. To add content to a menu (folder):
    • Select the parent menu, then click Add New and create an attachment.

13. Select OK to save your setup and make your program’s help available to your users.