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The sidebar is persistent across protected pages. It is organized into groups that can be collapsed, reordered, or moved into the More menu when the available height is limited.

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Open A Page

Select a visible item in the sidebar. The current section stays active when you open a related detail route, such as a client, deal, contact, meeting, or report dashboard.

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Communications Hub

Communications Hub is a special sidebar area. Its child item is Meetings & Calendar, and the page header switches between:
  • Meetings
  • Emails
When the rail is collapsed, select the Communications Hub control to open the child item.

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More And Customization

Use More to reach groups that do not fit in the visible rail. To change the layout, right-click the sidebar and choose Customize Sidebar. Drag items or groups into the desired order, then choose Done. Reset to Defaults restores the default layout.

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Global Controls

  • Search opens the global search and Chat surface.
  • Notifications opens the notification center.
  • Settings opens the Settings dialog.
  • Collapse Sidebar and Expand Sidebar change the rail width.
Visible pages are filtered by role, feature flags, and permissions. The navigation you see is the authoritative list for your account.