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Customising your main menu

The main menu is the left navigation panel in your workspace. You can reorder items, hide items, and add custom links. Each change applies per role, so different roles see different menus.

How to reorder menu items

1. Go to Settings and open the Main menu section.
2. Select the role you want to edit the menu for. Each role has its own menu layout.
3. Drag any menu item to a new position. The order you set here is the order every user with that role will see.
4. Place the most-used features near the top to keep navigation focused for your team.

How to add custom links

1. Go to Settings > Main menu and select the role.
2. Click "Add custom link" at the bottom of the menu list.
3. Enter a label and URL. The link opens an external URL, so tools like Google Drive, Notion, or any web application can be accessed directly from the main menu.
4. Drag the custom link to the position you want. Custom links follow the same drag-to-reorder and role-visibility rules as built-in items.

Changes apply to the whole workspace for each role. Every user assigned to a given role will see the same menu layout.