Build a business that holds up
Put the tools each role uses where they can find them.
Sidebar menu customization, tab ordering, tab visibility, and workspace preference controls.
Useful to the people doing the work
Where customization fits
Administrator
Set up the rules, access, and records the rest of the company relies on.
Manager
Keep team readiness, ownership, and exceptions visible.
Owner
Reduce avoidable risk while keeping the company practical to run.
How the work moves
A practical way to run this workflow
Tune navigation and tab layouts so each team sees the workspaces they need most without losing governance.
Who uses it
- Admins configuring company-wide workspace defaults.
- Implementation leads preparing role-based rollout.
- Managers simplifying navigation for dispatch, sales, billing, inventory, and field teams.
Set it up right
- List the roles that use Service Opus every day.
- Identify high-frequency modules and tabs for each role.
- Confirm permissions separately from visibility preferences.
- Decide which advanced tabs should be hidden until the team is ready for them.
Run the workflow
- Start with the default sidebar and feature tabs.
- Move each role's most frequent modules and tabs earlier in the navigation sequence.
- Hide tabs that are not part of the current rollout or role workflow.
- Review the layout with real users after a few days of live work.
- Adjust ordering and visibility as workflows mature.
Do not let this slip
- Critical finance, compliance, and audit views remain accessible to authorized users.
- Hidden tabs are hidden to reduce clutter, not to replace permissions.
- Navigation order matches the team's actual daily workflow.
- Customization choices are reviewed after process or staffing changes.
What it hands off to
- Settings and Config for company defaults.
- HR and Employees for role and team context.
- Workflows for process automation.
- History and Audit for reviewing administrative changes.
See it with your process
Walk through customization using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.