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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set the Trade Portal header, titles & tabs

Set the page title and the per-tab titles and subtitles shown above the Trade Dashboard and Quotes tabs.

Control the text shown above the Trade Dashboard and Quotes tabs.

Use Header & tabs to set an optional page title, then set the title and subtitle for each tab.

What this setting does

Use these settings to:

  • show or hide a page title above the tabs

  • reuse the same title and subtitle across both tabs

  • set the title and subtitle for each tab

The Trade Dashboard and Quotes view share one block with a tab switcher. These settings control the text around that switcher.

Open Header & tabs

1

Open Trade Dashboard settings

In the Roadmap app, go to Settings → Trade Settings → Trade Dashboard.

The Trade Dashboard tab's sections run top to bottom: Header & tabs, Display, Pre-order & back-order, Filters, Quote builder, then Access. This guide covers the first, Header & tabs.

Header and tabs settings
The Header & tabs settings in the Roadmap app.

Show a page title above the tabs

Turn on Show a title above the tabs to display a page-level title above the tab switcher.

This title is hidden by default, and the per-tab titles still show in the header row below it either way.

When it is on, set:

  • Page title — the text shown above the tabs

  • Title alignment — Left, Center, or Right

Use one title for both tabs

Turn on Use the same title and subtitle for both tabs if you want both tabs to share one set of text.

When this is on, the per-tab fields below collapse into a single shared set.

Set each tab's title and subtitle

Each tab has its own title and subtitle in the header row.

Use these fields:

  • Trade Dashboard tab — for example, Trade Dashboard and Browse trade pricing and build your quote

  • Quotes tab — for example, Quotes and Review or edit your quotes

Leave a subtitle blank to hide it for that tab.

Troubleshooting

The page title does not show

  • Turn on Show a title above the tabs.

  • Add a value in Page title.

Both tabs show the same text

  • Check whether Use the same title and subtitle for both tabs is on.

  • Turn it off if you want separate text for each tab.

Frequently asked questions

Do I need a page title if I already set tab titles?

No. The page title is optional. Each tab can still show its own title and subtitle.

Related guides

PreviousHow to install the dashboard and quote builder
NextCustomize how products display on the Trade Dashboard

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