Menu
Design the sidebar your internal team sees, with draft/live publishing and full version history.
What is this?
The Menu Builder controls the structure of your team's left sidebar: Segments (group headers), Menu items (top-level links), and Sub items (nested links). Every icon, color, and label you see in your own sidebar traces back to an entry configured here.
Why use it?
Use it to reorganize navigation, add a shortcut to a frequently used page, or hide something your team doesn't need — all without touching code.
Before you start
- Required role: Owner or Admin.
- Warning — hiding a menu item is not the same as restricting access. Removing a link from the menu only hides it visually. If a user still has permission to the underlying page, they (or anyone who knows/guesses the URL) can still open it directly. Use Roles & Permissions to actually restrict access.
- Warning: only use trusted, safe links (starting with
http://,https://, or/) in the Link/URL field. Do not paste injavascript:links or anything you don't fully trust — this field does not currently reject unsafe values, and an unsafe value could run arbitrary code in the browser of anyone who loads the menu once it's published live.
How to open it
Settings › Menus › Menu
How to use it
- Open the Menu Builder. The four summary tiles show Segments, Menu Items, Sub Items, and Total Entries.
- Your current changes live in a Draft — the badge at the top shows "Draft" and whether it's been saved.
- Click + Add Item to create a new Segment, Menu item, or Sub item: give it a Label, Type, Workspace, a Module (matcher — used for backend permission routing), a Link/URL, an icon, and a color.
- Drag any row using the handle on its left to reorder it; use the + icon to add a child item, and the pencil/trash icons to edit or delete an existing one.
- Use the search box and the All/Segments/Menu/Sub Items filter chips to find a specific item in a large menu.
- Watch the Live Preview panel on the right to see exactly how your changes will render.
- Click Save Draft to store your work without publishing it, or Make Live to publish the draft to your whole team immediately.
- Click History to see every past save/publish, with an option to Restore any previous version.
- Click Reset to discard your current unsaved draft changes and return to the last saved state — use with care, as this cannot be undone once confirmed.
Fields and options
| Field/Option | What it does | Example | Important Notes |
|---|---|---|---|
| Label | The text shown in the sidebar. | Dashboard | Required. |
| Type | Whether this entry is a Segment, Menu item, or Sub item. | Menu item | Required. |
| Workspace | Which sidebar group/section the item belongs to. | System | Required. |
| Module (matcher) | Sets the matcher field used for backend permission routing. | ETA | Required — this is what ties a visible link to an actual permission, so pick carefully. |
| Link / URL | Where the item navigates to. | /dashboard | Required. Only use trusted http(s):// or relative paths — see the warning above. |
| Icon | The icon shown next to the label. | 📄 | Pick from the provided icon set. |
| Color | Accent color for the item (mainly used for segment headers). | Blue | Optional styling. |
What happens after saving?
Save Draft stores your changes without affecting what your team currently sees — confirmed the item count and draft timestamp update immediately, without needing a page refresh. Make Live publishes the draft; based on the product's own labeling this is intended to update every logged-in user's sidebar, though the exact timing (immediate vs. next page load) wasn't independently re-confirmed for every scenario in the underlying audit — verify with a colleague after publishing a significant change.
Common problems
Problem: A newly added item isn't showing in your actual sidebar.
Why it happens: New items land in the Draft. Your live sidebar only updates once you click Make Live.
How to fix: Review your draft in the Live Preview panel, then click Make Live when you're ready.
Problem: A team member says a page they use disappeared from the sidebar.
Why it happens: Someone removed or reorganized the corresponding menu item and published the change.
How to fix: Open History and Restore the previous published version, or re-add the item manually.
FAQs
- If I hide a menu item, is the page it linked to now secure?
- No. Hiding a menu item only affects what's visible in the sidebar — it does not remove anyone's underlying permission to the page. Use Roles & Permissions to actually restrict access.
- Can I undo a “Make Live” publish?
- Yes — use History and Restore an earlier published version.
- What's the difference between this and Client Menu?
- This page builds your internal team's sidebar. See Client Menu for your client portal's navigation.