How to Use Custom Menu Links in SaaS Plans

This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to Patient Copilot. With this feature, agencies can automatically apply CML configurations to new sub-accounts when they subscribe to a specific SaaS plan, improving efficiency and enhancing SaaS offerings. * * * ## Frequently Asked Questions Q: What happens to existing sub-accounts when I update a SaaS plan with new Custom Menu Links? Updates to a SaaS plan only apply to new sub-accounts subscribing to the plan. Existing sub-accounts must be manually updated with the new CMLs. Q: Can I edit or remove Custom Menu Links after they are applied to sub-accounts? Yes, you can edit or remove Custom Menu Links in SaaS plans, but changes will only affect new sub-accounts subscribing to the plan. Q: Are Custom Menu Links limited to specific 3rd-party solutions? No, you can embed any tool or solution that supports iframes via a URL. Q: Can I use this feature for non-SaaS accounts? Custom Menu Links are primarily intended for SaaS plans. For non-SaaS accounts, CMLs must be manually added.