Client Menu

The Client Menu is the menu your clients see in their workspace, and you arrange it. Rename items, put them in the order you like, hide the ones you do not offer, group them under sections with your own names, and add your own links. Your clients cannot change it: they see what you set.

What a Client Sees

A client account that has managed services gets a left column with these buttons, top to bottom, each shown only when that person may use it: Search, Home, Alerts, a line, Websites, Requests, Services, Billing, then Settings (only for people who manage the workspace) and the person. Services opens a second column with Tasks, Meetings, Email, Standards, Problem Plugins, and White Label (only for people who manage the workspace, and not on a closed account). This is the menu a client gets when you have set nothing.

• Billing shows for owners, for the billing contact, and for anyone whose role holds See Billing in a client account (Settings, Permissions).
• A closed account keeps the same menu and loses only what creates work, such as White Label. Meetings stop showing when the account's recordings end.
• A client account that does not have managed services has none of these buttons.

What Your Layout Can and Cannot Do

A layout only takes away or rearranges. It never gives anyone something they may not use: an item the client's account does not have, or that the person may not use, is not shown, whatever your layout says. A person who may not use an item never sees it, and nothing is greyed out.

You can:

• Hide any item you do not offer, for example Meetings.
• Rename any item or section, in Title Case, up to 24 characters.
• Reorder the buttons in the left column and the items in a section. Nothing goes above Search, Home, and Alerts.
• Group items under a section with your own name and one of the platform's icons. Up to 6 sections.
• Add your own link to the left column or a section: a name, an icon, and either a page in the workspace or a website starting https://, which opens in a new tab. Up to 20 links. An address that is not https, or that is on a private network, is refused. A link can be for everyone, or for the people who hold a permission from Settings, Permissions, so a custom role that has it is included.
• Start from Plain. Plain is a ready layout for an account with no managed services: only Billing and your own links. Copy it, change it however you like, and publish your own. It is the same for every provider.

A layout can never hide or rename Search, Home, Alerts, Settings, the person's menu, or Sign Out, and can never hide Billing or move it out of the left column. A layout that tries is refused with a plain sentence saying so.

Setting the Menu

People who hold Set the menu its clients see (owners and admins to start, and anyone whose role or permission group allows it) select the Settings gear, then Client Menu.

The page shows the menu as your clients see it, with Computer and Phone and Owner, Team Member, and Closed Account previews. Each preview is built the same way the client's menu is, so what you see is what they get.

• Starting layout copies Plain into your draft.
• Each item has Hide, Rename, and Move Up and Move Down. Add Section and Add Link open a form.
• Keep Draft keeps your changes. A draft changes nothing for any client.
• Publish sends the draft to every client account you provide for, and it is tried again until it arrives. A client sees the new menu the next time its workspace loads, or at once if it is open.
• Reset to Default takes your layout away from every client and brings back the default menu. It always works. The layout you had is kept in your list as replaced, never deleted.

Only one layout is published at a time.

Your Clients Cannot Change It

A client account holds only the last layout its provider sent. Its owners and admins have no screen, action, API call, or AI agent tool that changes it. What reaches a client holds names, icons, and addresses, nothing about anyone's records, and a client account never reads another account's layout.

AI Agents and the API

Your AI agents and API keys can read and draft the layout, but only a person publishes it.

• See the layout, the draft, the starting layouts, and how many client accounts it reaches (action core.menu.layout.get, MCP tool menu_layout_get).
• List every layout you made (action core.menu.layout.list, MCP tool menu_layout_list).
• Check a layout and see the menu an owner, a team member, or a closed account would get, without saving anything (action core.menu.layout.preview, MCP tool menu_layout_preview).
• Save a draft, from a layout or a starting layout (action core.menu.layout.save, MCP tool menu_layout_save). Every rule is checked and a refusal says which one.
• Publish the draft to your clients (action core.menu.layout.publish). No MCP tool, because it changes what your clients see, so only a person does it.
• Reset your clients' menu to the default (action core.menu.layout.reset). No MCP tool, because it changes what your clients see, so only a person does it.

In a client account, the menu the workspace shows each person comes from action core.menu.client.get, which takes no input: whether the account has managed services comes from the account itself. It is for people only, because the menu is each person's own, and no MCP tool, because an agent has no menu.

Who May Do What

• Set the menu its clients see (core.manage_client_menu): owners and admins to start, and any role that holds it. It is needed for everything on the Client Menu page.
• See Billing in a client account (core.see_billing): owners to start, and any role that holds it.