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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, Conversations, and Invoices.
Reordering and hiding items
Menu items are reordered by dragging them into position. The order applies to every member with that role, so moving "Invoices" above "Projects" for a Finance role makes invoicing the first thing that role sees on login. Items can also be hidden entirely, removing them from the main menu for that role.
Hiding a menu item removes the item from the main menu but doesn't 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.
Custom links
External URLs can be added as custom menu items alongside the built-in features. Custom links follow the same drag-to-reorder and show/hide rules as standard items. Tools like Google Drive, Slack, or any web-based service can appear directly in the main menu for quick access.
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.
