Main menu
Configure the left-hand navigation to match how your team works.
Where to find it: Settings → Views → Main Menu
Who can access it: Admins configure the account menu. All team members can configure their personal menu if allowed by an admin.
What it is
The main menu is the left-hand navigation in Startdeliver. It has two parts — the account-wide menu that admins configure, and a personal menu that individual team members can create for themselves.
Account menu
The account menu is the default navigation shown to everyone on the account.
Default menu
The default menu is the fallback menu shown to everyone without a matching criteria. Configure it with the items your whole team needs.
Add items, reorder them by dragging, and group related items into sub-menus.
Sub-menus
Sub-menus group items under a collapsible section. Use them to keep navigation clean when you have many lists or pages.
Alternative menus
Alternative menus let you create additional menus that show when certain criteria are met.
The first matching criteria takes priority. Drag and drop menus to set the order.
Use this when different team member types need different navigation. For example, partners can have a menu that only shows what is relevant to them.
Multiple menu configurations require an upgrade.
Allow personal menu
Turn on Allow personal menu to let team members create their own personal menu.
Turn it off to lock everyone to the account menu.
My menu
Team members can create a personal menu that overrides the account menu for them only.
Go to Settings → Views → Main Menu → My menu to set it up.
Use this to tailor the navigation to your own workflow without affecting the rest of the team.
Common ways to use it
Keep the default menu simple
Put the views and pages everyone needs in the default menu. Use sub-menus for less frequent items.
Create role-based navigation
Use alternative menus when different roles need different entry points. This is useful for partners, managers, or specialist teams.
Let power users customize their own view
Turn on personal menus when team members work in different ways but still need the same underlying data.
Related pages
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