Interface

Menus

Customize the workspace sidebar menu with custom sections and items.
updated

Menus

The Menus screen lets you customize the workspace sidebar menu by creating sections and adding items that work as shortcuts to the screens configured in Interface > Screens.

To access it, navigate to Settings > Interface > Menus.


The sidebar menu is organized into sections. Each section groups a set of items and can be configured independently.

Section configuration

When creating or editing a section, the following fields are available:

  • Section Name — the title displayed in the sidebar menu.
  • Icon — icon for visual identification of the section.
  • Order — defines the section's position in the menu, from top to bottom.
  • Allowed Groups — restricts the section's visibility to specific member groups. If no group is selected, everyone will have access.

Section items

Within each section, you add items — which are the screens created in Interface > Screens. Each item appears as a clickable link within the section in the sidebar menu.

To add an item, click Add within the desired section and select the screen.


How to create a section

  1. On the Menus screen, click + to add a new section.
  2. Fill in the name, icon, order, and allowed groups.
  3. Add the desired items (screens) within the section.
  4. Click Save.

The new section will be displayed immediately in the sidebar menu for members with permission.

Screens must be created in Interface > Screens before they can be added as menu items. To learn how to create screens, see Screens.


Export

The Export button in the upper-right corner lets you export the complete menu configuration for use in other workspaces.