Sidebar & Navigation

Your tenant dashboard sidebar can be tuned so teams see only the modules they use.

Nav preferences

Open Settings and find Navigation / Nav preferences (wording may vary). Toggle sections on or off — changes typically autosave. Hidden modules remain reachable via direct links but won't clutter daily navigation.

Global search

Use Search in the header (or /search) to jump to customers, jobs, and other records you have permission to view. See Global Search.

Related

• Global Search
• Permission Profiles