Customize The Client Sidebar

Use Customize Sidebar when you want the client workspace sidebar to expose the modules your team uses most often.

What This Looks Like

How To Use It

1. Open a client workspace.
2. Select Customize Sidebar at the bottom of the client sidebar.
3. Show the modules your team needs for the client.
4. Hide modules that would distract from the current workflow.
5. Save the sidebar configuration.

Check Before You Leave

The sidebar should make the client’s real workflow easier to scan, not just show every possible module.