Customize your sidebar and control what each user role sees to create a clean, role-specific workspace experience.
What You Can Do
Rename sidebar menu items
Change icons or upload custom ones
Control menu visibility by role (e.g., Admin, Client, Manager)
Simplify the interface for each user type
Who Can Use It?
Only Super Admins and Admins can configure sidebar and access settings.
1. Access Sidebar Settings
Go to Workspace Config
Click on Sidebar & Access
2. Rename Sidebar Items (Coming Soon)
Click Customize
Edit menu item names (e.g., rename “Dashboard” to “Overview”)
Click Save
💡 Use consistent names your team understands.
3. Customize Icons
Click the icon next to a menu item
Choose from preset icons or upload a 32x32 image
Click Save
4. Role-Based Visibility
Click Edit Access
Select a role (Client, Admin, Manager, etc.)
Toggle visibility for each sidebar item
Use Reset to Default if needed
💡 Example: Hide “Invoices” from Clients while keeping it for Admins.
5. Build Role-Specific Sidebars
Mix Customize and Edit Access to create tailored views:
Clients: Show only “Dashboard” and “Tasks”
Managers: Access to CRM, Projects, Timesheet
Super Admin: Full access
🎯 Keeps users focused on what matters to them.
Notes & Best Practices
Changes apply instantly after user refresh/login
Avoid clutter for clients by hiding internal tools
Upload brand icons for a personalized experience
Users with multiple roles get the most permissive access
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