Edit the menu

The menu itself becomes the editor. Your arrangement is saved to you, so it follows you to any device. An admin can also save it as the company's menu, the one everybody starts from.

Steps

1. Press Edit menu at the foot of the menu (open the menu with More on a phone).
2. Drag a screen to a new place or into another group. Drag a group by its heading. On a phone, use the up and down arrows.
3. Press the eye beside a screen to hide it. It moves to Hidden; press the eye there to show it again.
4. Press Group to make a group of your own, and type its name.
5. Press Link to add a link: a Name, an address (another website, or a screen here such as /reports), an icon and the group it goes in. Press Add.
6. Press Save (an admin sees Save for me).

For admins

• Save for everybody makes this the company's menu. Everyone starts from it; anyone who arranged their own keeps theirs.
• What screens a role can open is set on the role, not here. See Roles and permissions.

Good to know

• Reset to company menu throws your own arrangement away and goes back to the company's.
• Cancel closes the editor without saving.
• Every role's menu includes Home, Inbox, Tasks, Calendar, Notifications and Settings; a role cannot take them away.
• A link to another website opens in a new tab.
• Deleting a group of your own moves its screens up into the group above.
• Your choice of which groups are open or closed is remembered on each device.