- Administration
- Organization settings and permissions
- Manage navigation for my organization
Manage navigation for my organization
Learn how to manage your organization’s navigation in the web app to create a more organized workspace for your team.What does it mean to manage navigation for your organization?
Managing navigation allows you to organize and customize the main menu across your organization’s workspace to prioritize the tools your team uses most. You can manage this experience in two ways:
Organization-managed: A customized navigation by an administrator and applied consistently across the entire organization.
Personalized: A customized navigation by users individually, tailored to fit their own workflow.
This removes digital friction, allowing users to find what they need in seconds without being overwhelmed by features they don’t use. Whether you’re standardizing the interface for field workers to highlight "Inspections" and "Issues" or empowering individuals to tailor their own view, streamlined navigation ensures that the platform supports your team's daily workflows rather than slowing them down.
Manage navigation settings
Click your organization name on the lower-left corner of the page and select Organization settings.
Click
Edit on the upper-right of the "Navigation" section.Select your preferred navigation setting:
Organization-managed: Set a default web app sidebar and mobile app navigation bar for the whole organization.
Personalized - Allow users to customize their own web app sidebar and mobile app navigation bar.
If you selected "Organization-managed", check the features you want to display on the web app’s sidebar and the mobile app’s navigation bar, and uncheck those you’d like to keep under More.
You can also click and hold
on the left-hand side of the features to rearrange them.
Click Save changes.
For mobile app users, navigation changes will appear only after fully closing and reopening the app a few times.
Frequently asked questions
Items previously found under 
More, such as Settings and the Sync button, have been moved to the profile menu. From the Home screen, tap your profile picture on the upper-right corner of your screen to find your profile menu.
No. You can only move less frequently used features to More to keep the main navigation focused, but they can’t be fully removed or hidden. If you have ideas or suggestions, we'd love to hear your feedback.
Navigation changes won’t appear on older app versions, so make sure your mobile app is updated to version 26.02 or above. You may also need to close and reopen the app a few times for the changes to take effect.
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