Admin and settings

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

4 min read · Updated Mar 18, 2026 · Managers shaping the app navigation for their team

Use Navigation when the menu feels too crowded or when a role should only see a smaller set of tools.

Cleaner navigation speeds up training and reduces wrong clicks.

Quick facts

Start here

  • Navigation is easier to manage when it follows stable roles, not person-by-person exceptions.
  • Hide routes that create noise for hourly staff or narrow operational teams.
  • Review the navigation again after adding a new module.

Step 1: Decide what each role should see

  • List the screens a role uses every day and the screens that role should not open at all.
  • Keep the first menu short enough that staff can find the right place without hunting.
Start by reviewing the current navigation settings so each role sees a simpler menu that matches daily work.

Step 2: Update navigation and test it

  • Save the navigation changes in Navigation.
  • Then test with the role in question so you can confirm the shell feels simpler, not more confusing.
After you save, test the role in the live app so the navigation feels focused instead of hiding something important.