gov-portals-monorepo/PORTAL_NAVIGATION.md

# Portal Navigation & Role-Based Design — All Portals

Final org-derived **sitemap**, **menus**, **role-based dashboards**, and **workflows** for DBIS, ICCC, OMNL, and XOM. Primary users: **all** (public, member institutions, judges/clerks, diplomats, donors, staff). Each portal implements the same navigation pattern with entity-specific labels and links.

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## 1. Primary User Types & Needs

| User type | Primary needs | Key portal areas |
|-----------|----------------|-------------------|
| **Public** | Mandate, news, documents, transparency, contact | About, News, Documents, Transparency, Contact |
| **Member institutions** | Accreditation, standards, submissions, directory | Membership, Documents, Submit/Apply, Member directory |
| **Judges / Clerks (ICCC)** | Cases, registry, evidence, judgments, procedures | Registry, Chambers, Case Law, Submit/Report |
| **Diplomats** | Protocol, treaties, recognition, regional offices | Governance, Legal/Treaty, Regional offices, Contact |
| **Donors (esp. XOM)** | Impact, stewardship, giving, reports | Programs & Impact, Donor Stewardship, Transparency |
| **Staff / Internal** | RBAC, workflows, admin, HR, finance (internal) | Dashboards, Submit/Report/Request, Admin (by role) |

---

## 2. Global Sitemap (all four portals)

Use this as the canonical URL and menu structure. Tailor **labels** and **entity-specific sections** per portal (see §5).

| # | Section | Path (suggestion) | Notes |
|---|---------|-------------------|--------|
| 1 | About / Mandate / Governance | `/about`, `/governance` | Mandate, Charters & Instruments, Sovereign Council / Board |
| 2 | Leadership / Org Chart | `/leadership`, `/org-chart` | Executive, departments (from ORG_STRUCTURE.md §1–3, 4) |
| 3 | Departments & Programs | `/departments`, `/programs` | Links to mission departments + regional structure |
| 4 | Membership / Accreditation | `/membership`, `/accreditation` | Directory, roles, digital ID, onboarding, renewals |
| 5 | Documents / Standards / Directives | `/documents`, `/standards` | Library, codes, directives; entity-specific (Case Law, Bulletins, etc.) |
| 6 | News / Publications | `/news`, `/publications` | Press, bulletins, impact reports (per entity) |
| 7 | **Portals: Submit / Apply / Report / Request** | `/submit`, `/apply`, `/report`, `/request` | Role-gated where needed; clear CTAs |
| 8 | **Transparency** | `/transparency` | Audit, Ethics, Whistleblower, Sanctions, Data protection |
| 9 | Contact / Regional Offices | `/contact`, `/regions` | Regions, delegations, field missions |

---

## 3. Main Navigation (recommended)

- **Desktop:** Horizontal top nav with dropdowns (or mega-menu) for sections 1–6; “Portals” and “Transparency” as prominent items; “Contact” right-aligned.
- **Mobile:** Hamburger with same sections; “Portals” and “Transparency” visible in first screen.
- **Footer:** Repeat key links (About, Documents, Transparency, Contact, Regional offices).

**Suggested top-level items:**

1. About (dropdown: Mandate, Governance, Leadership, Org Chart)
2. Departments & Programs (dropdown: list from ORG_STRUCTURE §3 + Regional)
3. Membership (dropdown: Accreditation, Directory, Digital ID, Onboarding)
4. Documents (dropdown: Standards, Directives, [Case Law / Bulletins / Programs per entity])
5. News & Publications
6. **Portals** (dropdown: Submit, Apply, Report, Request — or direct links)
7. **Transparency** (dropdown: Audit, Ethics, Whistleblower, Sanctions, Data Protection)
8. Contact (dropdown: General, Regional Offices)

---

## 4. Role-Based Dashboards & Entry Points

| Role | Dashboard / home after login | Key actions |
|------|------------------------------|-------------|
| **Anonymous / Public** | Public homepage; no dashboard | Browse About, Documents, News, Transparency; use Contact |
| **Member** | Member dashboard: submissions, renewals, directory (view), documents | Apply, Submit, Renew, view Member directory |
| **Judge / Clerk (ICCC)** | Court dashboard: case list, registry, calendar, procedures | Access Chambers, evidence, judgments, orders |
| **Diplomat** | Protocol / treaty view: events, MOUs, recognition, regional contacts | Documents, Contact, Regional offices |
| **Donor** | Donor dashboard: impact reports, giving history, stewardship (XOM-focused) | Reports, Donate, Contact |
| **Staff (by RBAC)** | Role-specific dashboard: tasks, workflows, admin links | Submit, Report, Request; internal admin per permission |
| **Admin** | Admin dashboard: users, roles, content, audit trail | RBAC, content, audit (per TECH_POLICIES) |

- **RBAC:** Implement Roles & Permissions (ORG_STRUCTURE §6). Each portal defines roles (e.g. `public`, `member`, `judge`, `clerk`, `diplomat`, `donor`, `staff_*`, `admin`) and maps them to menus and routes.
- **Landing:** After login, redirect to the role-appropriate dashboard or to a “Home” that shows role-relevant widgets (e.g. “Your submissions”, “Your cases”, “Recent notices”).

---

## 5. Entity-Specific Navigation Add-Ons

| Portal | Extra nav / content | Typical paths |
|--------|---------------------|----------------|
| **DBIS** | Financial Bulletins, Monetary/Settlement docs | `/documents/bulletins`, `/departments/monetary-operations` |
| **ICCC** | Case Law, Registry, Chambers, Judgments | `/case-law`, `/registry`, `/chambers`, `/judgments` |
| **OMNL** | Programs & Impact, Standards, Cyber Resilience | `/programs`, `/documents/standards`, `/departments/cyber-resilience` |
| **XOM** | Programs & Impact, Donor Stewardship, Humanitarian, Volunteering | `/programs`, `/donors`, `/get-involved`, `/departments/hospitaller-services` |

Keep the **same top-level sitemap** (§2); add these as sub-sections or dropdown items under Documents, Departments, or Portals.

---

## 6. Required Workflows (all portals)

Implement these as distinct flows with clear start/end and, where applicable, status tracking:

| Workflow | Who | Entry point | Notes |
|----------|-----|-------------|--------|
| **Submit** | Members, staff, designated parties | `/submit` or Portals → Submit | Type of submission defined per entity (e.g. filings, reports) |
| **Apply** | Applicants for membership, accreditation, programs | `/apply` or Portals → Apply | Link to KYC/KYB/onboarding where relevant |
| **Report** | Staff, members, public (as allowed) | `/report` or Portals → Report | Incidents, compliance, other reportable events |
| **Request** | Any authenticated role (as allowed) | `/request` or Portals → Request | Documents, access, support |
| **Whistleblower** | Any (often anonymous) | `/transparency/whistleblower` | Secure intake; see Oversight (§5 in ORG_STRUCTURE) |
| **Renewals / Attestations** | Members | Member dashboard or `/membership/renewals` | Annual renewals + attestations (ORG_STRUCTURE §6) |

- Each workflow: dedicated route, optional wizard, confirmation, and (where applicable) “My submissions” / “My requests” in the role dashboard.
- Transparency workflows (whistleblower, ethics, audit) must be discoverable from the **Transparency** section and footer.

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## 7. Implementation Checklist (per portal)

- [ ] Sitemap matches §2; entity-specific add-ons from §5.
- [ ] Main nav matches §3; mobile and footer implemented.
- [ ] Roles defined and mapped to dashboards (§4) and to RBAC (ORG_STRUCTURE §6).
- [ ] Workflows in §6 implemented with clear entry points and status.
- [ ] “Portals” (Submit / Apply / Report / Request) and “Transparency” visible without deep drilling.
- [ ] Accessibility (keyboard, focus, labels) per TECH_POLICIES.md.

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**References:** [ORG_STRUCTURE.md](./ORG_STRUCTURE.md) (governance and departments), [TECH_STACK.md](./TECH_STACK.md), [TECH_POLICIES.md](./TECH_POLICIES.md).