In the example below, we added two separators to the Deal Management workspace: Clients and Suppliers:
Creating a separator
Only the users included in the Administrators group can set up separators.
To add a separator, go to the left menu of a workspace and click Add App.
In the provided window click More -> Create. Then go to the Separator tab.
Fill in the form:
- Name - the name of the separator that will be shown in the workspace menu.
- Visibility - specify the users who will be able to see the separator in their left menu. Later on, you can change the visibility settings if necessary.
- Visible to everyone – all users with access to the workspace will see the separator
- Only to administrators - only users included in the Administrators group will see the separator.
Fill in the form and click Save to apply changes. The separator will appear in the menu.
To position the separator in the menu, click Configure Apps in the left menu of the workspace.
In the provided window you can drag the separator up or down and place it where you need to.
Select groups of users who must be able to see the separator in the menu. Click Save to apply changes.
Change the separator's name and click Save.
Deleting a separator
In the pop-up, confirm that you want to delete the separator.
The separator will be moved to the recycle bin. It will disappear from the menu and become unavailable to users.
To restore a deleted separator, go to the recycle bin and click Restore next to the separator's name.