Sidebar & Access
The Sidebar & Access settings in Agency Handy allow you to configure your workspace's left-hand menu by renaming items, changing their icons, and controlling visibility for different user roles. You can fully customize what each role—Client, Super Admin, Admin, Manager, Assignee, or Custom—can see in the interface, creating a cleaner, role-specific user experience.
Goals
Customize sidebar menu item names and icons to match your agency's terminology.
Control visibility of menu items for different user roles.
Provide role-specific access to features, improving clarity and security.
Reduce confusion for clients and streamline internal navigation.
Pre-Conditions
You must have Super Admin or Admin access.
Custom roles (if needed) should be created under the Roles & Permissions section.
You should be familiar with your agency’s structure and what each role should access.
Table of Contents
Contents
1. Accessing Sidebar & Access Settings
Go to Workspace Config from your dashboard.
Select “Sidebar & Access” from the left-side settings menu.
2. Editing Sidebar Menu Items (Coming Soon)
Click the “Customize” button at the top.
A list of current sidebar items will appear under the Main category.
To change a menu name, click on the text field and type the new name (e.g., rename “Dashboard” to “Overview”).
Click Save. (Screenshot: Editable sidebar item name field)
💡 Note: Use clear and consistent naming for your team to easily navigate.
3. Customizing Icons
To change a menu icon, click on the current icon next to the name.
A popup will open with icon options.
Select an icon or upload a 32x32 custom image.
Click Save to apply changes.
4. Editing Role-Based Access to Sidebar Items
Click the “Edit Access” button next to “Customize.”
You’ll see tabs for each role:
Client
Super Admin
Admin
Manager
Assignee
Custom
Select a role (e.g., Client).
Toggle visibility for each menu item (e.g., Services, Tasks, Invoices).
Click “Reset to Default” if you want to restore original visibility settings.
💡 You can restrict sensitive sections like “Invoices” or “Subscriptions” for Clients while keeping them accessible to Admins or Managers.
5. Creating Role-Specific Sidebars
Use both Customize and Edit Access to create a sidebar tailored for each role.
For example:
Show only “Dashboard” and “Tasks” for Clients
Enable full access for Super Admin
Limit Managers to CRM, Projects, and Timesheet
This helps each user focus only on relevant sections, improving productivity and user experience.
💡 Example: You might hide “Invoices” from Clients and show only “Projects” and “Messages.”
6. Important Notes
Access Control Is Instant: Changes reflect immediately after users refresh or log back in.
Keep It Simple for Clients: Avoid overwhelming clients by hiding internal tools.
Icon Best Practices: Choose icons that clearly represent their function for quick recognition.
Custom Icons: Upload your brand’s visuals (32x32px) for a more personalized interface.
Role Conflicts: If a user has multiple roles, the most permissive access will generally apply.
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