Help Center / Settings and administration /
Main menu customisation
The main menu controls which features appear in the main menu for each role. Because visibility is configured per role, different roles see different menus, so clients, team members, and managers each get a main menu tailored to their needs.
Per-role configuration
Menu customisation is managed from Settings → Main menu, with a role selector that switches between configurations. Each role has its own menu layout, so changes to one role's menu don't affect the others. The Owner role's menu typically shows every feature, while a client role might show only Projects, Inbox, and Financials.
Reordering and removing items
Menu items are reordered by dragging them into position. The order applies to every member with that role, so moving Financials above Projects for a Finance role makes invoicing the first thing that role sees on login. Items can also be removed entirely by clicking the remove button next to them. To re-add a removed item, open the Add a menu item dropdown and select it.
Removing a menu item takes it out of the main menu but does not disable the underlying feature. Direct links and API access still work, and the feature remains fully functional. The item is only removed from navigation for that role.
Adding items
The Add a menu item dropdown at the top of the menu editor lets you add several types of items: Link (a custom external URL), Divider (a visual separator), Pinned items (a section for pinned content), built-in pages not already in the menu, and dashboards. Tools like Google Drive, Slack, or any web-based service can appear directly in the main menu as links.
A Landing page dropdown below the menu list lets you choose which page loads when the app opens for that role. Per-role menu customisation means each role's main menu shows only what's relevant, so clients see a focused view and team members see the full feature set, all from the same workspace.
