Customize the Menus

What is Custom Menus?

Custom Menus let you take full control over your platform’s navigation. You can:

• Display or conceal menu items based on user role
• Rename top-level and sub-menu items to match your terminology
• Rearrange top-level and sub-items in any order you prefer
• Swap icons for both top-level and sub-menu items
• Create new menu items with custom links

Adding new menu items is available only on Thrive and Pinnacle plans.

Overview of Custom Menus

Preventing specific roles from accessing certain platform areas is simple with Custom Menus. You have complete flexibility to reorganize, relabel, and customize icons throughout your navigation structure. You can also insert additional menu items that point directly to external or internal locations.

Top-Level Menu Items appear in your main navigation when the menu is collapsed. Items configured as direct links won’t expand and won’t include sub-menu options.

Sub-Menu Items only become accessible when their parent top-level item is expanded.

Accessing Custom Menus

Select your profile picture in the upper left corner to open the dropdown menu, then choose Custom Menus.

Use the tabs on the left to pick the role you want to configure.

Note: The Content menu doesn’t appear in Custom Menus settings because its visibility depends on Portal Page assignments. Users see the Content menu only if they’ve been assigned to one or more Portal Pages.

Adding New Menu Items

Click the plus icon to begin.

Enter a Label and select an action from the Link Action dropdown.

Link Action Options

These match the options available in the Button Block.

Direct or Relative Link

Enter a URL to link internally within the platform or externally to other websites.

Link to URL from Custom Field

Choose a stored Custom Field URL that may differ for each user.

Create New Work Request

Direct users to the Work Request submission form.

Send to Platform Area

Redirect users to locations such as: assigned Start Page, Project(s), Project Client Talk, Project Files, Calendar, New Message, Signature Queue, Shared With Me, My Billing Dashboard, Open Estimates, Open Invoices, Open Proposals, Subscriptions, or Payment History.

Trigger Auto-Template

Launch a configured Auto-Template when the menu item is clicked. You can restrict the number of activations if needed.

Direct Link to Portal Page

Route users to a specific Portal Page. You can promote a sub-item to top-level status this way.

For example, to make Account Overview a top-level item instead of navigating Content > Account > Account Overview:

Select Portal Page from the URL dropdown, then pick Account Overview from the second dropdown.

Toggle Hide from Dynamic Pages Menu to prevent the sub-item from appearing twice.

Once created, drag the menu item to position it as needed.

Tip: Role-based restrictions don’t apply to the Dynamic Pages Menu—it’s built fresh each time a user logs in based on their Portal Page assignments. Learn more here.

From Custom Menus, you control placement and can edit the label.

Manage Portal Page visibility in the Dynamic Pages Menu from the assignments area of each Portal Page.

Now Account Overview is a top-level item for your Client, no longer nested!

Important: Portal Pages set as top-level items cannot have sub-items added because they’re direct links, not collapsible panels. To add sub-items, switch the top-level item to a Direct/Relative Link and set the URL to #.

About Dynamic Pages Menu

It automatically shows only Portal Pages the user can access. Visibility here isn’t controlled by Custom Menus—it’s automatic based on Portal Page assignments. If a user has no Portal Page assignments, the Content menu won’t display.

Additional Options

After selecting a Link Action, more settings become available.

Auto-Template

When enabled, pick a pre-configured Auto-Template from the list. You can add a Success Message, limit the number of clicks, and specify what happens once the limit is reached.

Open In New Tab

Enable this to open the menu item in a separate browser tab.

Icon

Select or change the icon. Search the comprehensive icon library by name, category, or keyword.

Use the styling options to customize the icon’s appearance.

Controlling Who Sees What

When you first open Custom Menus, you’ll see your current structure.

To hide a top-level item from certain roles, click the “eye” icon and select which Roles should have access.

Tip: Hiding a top-level item hides all its sub-items too. If you make a sub-item visible for a role, its parent automatically becomes visible (even if previously hidden).

Circle-Based Visibility

For menu items accessible to Contacts, you can set visibility by specific Circles. Unlike role-wide toggles, you can handpick which Circles get access.

Once enabled, a dropdown lets you select multiple Circles.

Team-Based Visibility

You can also restrict menu items to specific Teams. When enabled, the item only displays if the user’s Role is selected AND their Team matches the selection logic. Both conditions must be met.

Renaming Menu Items

Click the pencil icon next to any menu item to rename it.

Alternatively, use the Translations tool to manage labels.

Reordering Menu Items

Simply click and drag any menu item to your preferred position.