Admin Navigation Customization

Friday, October 2, 2026

Smart CRMMarketing HubSales HubService HubContent HubData HubRevenue HubProfessionalEnterprisePrivate beta

What it is

Admins will be able to configure and assign custom left-navigation menus to specific users and teams, so people see only the tools relevant to them.

Why it matters

Overwhelming navigation menus make it hard to find key tools and slow onboarding. This cuts confusion and reduces manual admin configuration work.

The Take

Trisha Merriam

I was at Casey's DMV HUG this week and found myself flicking through all the portals I support, looking for something, and every left nav was that same overwhelming list, which has gotten so long. Then I got to one client whose admin had actually put thought into how it was laid out, and it felt really nice. That is the feeling this update is selling: admins assign custom navigation menus to users and teams, and a user sees only the tools that matter to them, with everything else behind More.

Until now the bookmark option was where Casey has been pointing people who wanted something like this. Chris went further and blanked his menu entirely, adding things back only when he actually needed to click them, which raises a question admins should be asking anyway: where is the work being done, and how often does search get used versus the nav? There are also new icons to understand, and how people navigate by pictures is a dynamic most teams are not paying attention to. Nobody wants that menu expanded across their screen all day. Private beta, Professional and Enterprise.

Watch Us Discuss This

The full segment from the show, us working through this update start to finish.

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Produced by Value-First Media