Build your own sidebar menus

The standard sidebar is a starting point, not a fixed thing. The menu builder lets you reorder it, hide what your company does not use, group items under your own headings, add links to pages outside DealJourney — and then hand different menus to different people.

Who has it. Menu control is included from the Scale-up plan. On the Free and Startup plans it is switched off, and the menu section does not appear in the workspace settings; ask DealJourney if you want it switched on for your company. Switching it off later never changes anyone's sidebar: a menu you already saved keeps applying, you just cannot edit it until it is back on.

Building a menu

1. 1Open the menu builder in the admin area.
2. 2Start from the standard menu (recommended — you then only remove what you do not need), from an empty menu, or from a copy of one you already made.
3. 3Add pages. Søk etter sider... finds them, and Ingen side passer. tells you when nothing matches.
4. 4For a page with tabs, set Åpner på — Hvilken fane siden åpner på. Leave it on Sidens standard or send people straight to the tab they actually use.
5. 5Add headings to group items, and drag to reorder. Items can be promoted to the top level or nested under a heading.
6. 6Save.

Modules with a counter. Team chat, the SMS inbox, Contracts, Questionnaires and Suggested updates can be placed, renamed and hidden like any other page, and keep their unread or waiting count wherever you put them. They are only offered when the module is switched on for your company. One you have not placed yet still shows at the bottom of the sidebar, so nothing goes missing from a menu built before they could be placed.

Renaming a menu item. Every built-in item has a Gi nytt navn (valgfritt) field. Type your own word there and the sidebar uses it. La feltet stå tomt for å beholde appens eget navn på siden.

The rename changes the menu label, and only the menu label. For wording across translated screens, use Rename CRM words across your workspace. That setting lets your workspace administrator choose each written form separately in each language, while preserving names and saved text. A sidebar label you explicitly set here keeps your chosen wording.

Handing it to the right people. A menu is assigned to roles, teams or named individuals. The panel resolves the rule and tells you who will actually receive it before you commit — which is the check worth doing, since "everyone" and "nobody" are both one mis-click away.

Menus are not permissions. Removing a page from the sidebar does not stop anyone reaching it: they can still type the address, and search will still find it. If the point is that they must not open it, set that on the access page and use the menu only to tidy up: Control who can open what.

Used the other way round, this is exactly what makes a big workspace usable — a warehouse team that sees six items instead of forty is faster, even though nothing was actually locked.

The phone is separate. Each person arranges their own bottom bar: Using DealJourney on your phone