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Configuring Custom Module Links with Role and Account-Based Visibility

Custom Module Links allow you to add both external and internal links directly into your CRM's navigation menu. With role-based and account-based visibility features, these links are no longer static—they can be tailored to appear only for specific users or at specific account locations. This gives administrators greater control over navigation, enabling a more personalized and secure user experience.

Key Benefits

Using role and account-based visibility for custom module links offers several advantages:

  • Targeted Visibility: Show links only to relevant users or roles, reducing clutter and improving focus.
  • Enhanced Security: Restrict access to sensitive or internal resources to Admin users only.
  • Account-Specific Navigation: Customize the menu for different client locations or accounts.
  • Controlled Rollouts: Test new links with a limited audience before making them widely available.
  • Centralized Management: Configure the title, URL, icon, account selection, and visibility all in one place.

Role-Based Visibility

Role-based visibility determines which users can see a custom module link based on their assigned role. This ensures navigation items are only accessible to appropriate users, enhancing both usability and security.

  • All Users: The link is visible to everyone within the selected accounts.
  • Admin Only: The link is restricted to users with Admin-level permissions.

Example use cases include internal dashboards visible only to admins or training resources available to all team members.

Account (Location) Targeting

Account targeting allows you to control where a custom module link appears by selecting specific accounts (locations). Only users within those selected accounts will see the link.

  • Select one or multiple accounts where the link should be visible.
  • Leave unselected accounts excluded from the link’s visibility.

This is useful for client-specific resources for individual locations or region-based tools.

Unified Configuration

All settings for custom module links are managed within a single Add/Edit Module popup. This unified interface simplifies setup and reduces the need for multiple configuration steps. Within this popup, you can:

  • Enter the link title
  • Add the destination URL
  • Choose an icon for visual identification
  • Select accounts (locations)
  • Define role-based visibility

Follow these steps to configure custom module links with visibility controls:

  1. Navigate to Mobile App in your agency left pane.
  2. Select Customize App to make changes.
  3. Enter the Title and URL for the link.
  4. Choose an App Logo through Branding.
  5. Click "Add New" to create new modules.
  6. Click Save to apply your changes.

Frequently Asked Questions

What happens if I don’t select any accounts?

If no accounts are selected, the link may not appear in any location. It’s recommended to explicitly choose the accounts where the link should be visible.

Can I assign visibility to roles other than Admin or All Users?

Currently, visibility is limited to All Users or Admin Only.

Yes, you can update role visibility and account selection at any time by editing the custom module.

No automatic notifications are sent. Users will see the link appear in their navigation based on the visibility settings.

Yes, by adjusting account selection or role visibility, you can control when and where links are visible.

Existing links may need to be reviewed and updated to take advantage of the new visibility controls.

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