For example, for a sales agent, you can choose to bring Inbox to the top of the left nav bar.Īggregate modules into groups : Move relevant modules into a single group to make it easy for access. For example, for a Sales Agent you can disable modules such as Reports or Dashboards.Ĭhange order of the Module : Use the slider to move the module up or down the order. Manage the items on the left nav bar : Choose the modules that should be shown or hidden from the user on the left nav bar.Įnable/Disable Module : Click the checkbox to make a module visible. In the case of a Sales User, you can opt to make Deals or Sales Forecast, the homepage. Clicking on the product logo redirects you to the designated homepage. Set your homepage : Choose the page that you want to be displayed first when the user logs into Freshsales. NOTE: The modules enabled in Left Navigation Bar are based on the Permissions assigned to the role. Here’s how you can customize the Left Nav Bar: This opens the section where you can configure the left navigation bar. In this case, let us select the Sales User and make the changes accordingly. Go to Admin Settings > Roles and click Edit for the role for which you would like to effect the changes. To configure access to the left nav bar and rearrange the modules, The Admin can configure the Left Navigation Bar for these roles accordingly and only leave those modules the users need access to. For example, for a Sales Agent, the Marketing Automation module is redundant while for a Marketer, the Deals module may not be of importance. Depending on the nature of the role, an Admin can enable or disable a module.
The permission to each of the modules and the order of their appearance on the left navigation bar can be configured by Account Administrators. You can access all the key modules such as Leads, Contacts, Accounts, Deals, Sales Conversations, Reports & Dashboard, and Admin Settings from the left navigation bar. The Left Navigation Bar is the gateway to all the key modules in Freshsales.
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