Navigation
Customize client portal and dashboard navigation
Navigation
Customize your workspace navigation to prioritize what matters.
Overview
- Reorder navigation items
- Show/hide sections
- Customize labels (where supported)
Access
- Go to Workspace Settings > Navigation
- Adjust items in the list
- Save
Best Practices
- Keep menu concise
- Put high-usage items first
- Hide unused modules
Troubleshooting
- Changes not visible: Refresh the app and clear cache
- Missing item: Ensure related module is enabled