Agency View- Custom Menus in HighLevel

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Customizing your HighLevel agency to suit your specific needs is crucial for enhancing user experience and optimizing workflow. One powerful feature that HighLevel offers is the ability to create custom menu links. This guide will walk you through the process of setting up these links, providing you with the flexibility to tailor the platform according to your requirements.

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Custom menu links are navigational buttons you can add to the left-hand sidebar of your HighLevel agency and sub-account views. These links can direct users to any URL, providing quick access to important resources, external websites, or internal tools.

First, log in to your HighLevel account at the agency level. Navigate to Settings and scroll down to find the Custom Menu Link button at the bottom of the page. Click on this button to start setting up your custom links.

Click on the Create New button. This action will open a new interface where you can customize your link.

3.Select an Icon

Choose an icon from the provided selection to represent your new menu link. For example, you might select a walking icon for a help link. The icon you choose will appear next to the menu link in the sidebar.

Enter a name for your link. This name will appear in the sidebar alongside the icon. For instance, you could name it Help.

5.Enter the URL

Input the URL that you want the custom menu link to direct to. This can be any web address, such as a help document, support page, or an internal resource. Paste the URL into the provided field.

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6.Configure Visibility Settings

You have several toggle switches to control where the custom menu link will appear:

  • Agency Sidebar: Display the link in the agency view.
  • Sub-Accounts Sidebar: Display the link in sub-accounts.
  • All Accounts: Display the link across all accounts.

Turn these toggles on or off according to your preference.

Decide how you want the link to open when clicked:

  • Open in an Iframe: This option will open the link within the HighLevel platform, keeping users within the same window.
  • Open in a New Tab: This option will open the link in a new browser tab.
  • Open in the Current Window: This option will refresh the current window and direct it to the URL.

Using the Iframe option is often preferred for internal links, as it maintains the user experience within the HighLevel platform. However, note that some external sites, like Google or Yahoo, may not support being opened in an Iframe.

8.Set Permissions (Optional)

If your custom link requires special permissions, such as recording video or audio, you can configure these settings here. This step is generally unnecessary for most links.

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Once you have configured all the settings, click Save. Your new custom menu link is now ready.

Refresh your page or navigate back to the main view to see your new custom menu link in action. It should appear at the bottom of the sidebar. Click on it to ensure it directs to the correct URL and functions as expected.

1.Enhanced Navigation

Custom menu links provide quick access to important resources, reducing the time spent searching for information.

2.Improved User Experience

By tailoring the HighLevel interface to meet your specific needs, you create a more intuitive and efficient user experience for yourself and your team.

3.Increased Productivity

With easy access to frequently used tools and documents, productivity can significantly increase, allowing for more streamlined workflows.

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Conclusion

Custom menu links in HighLevel offer a flexible and powerful way to enhance your agency’s functionality and user experience. By following the steps outlined in this guide, you can easily set up and customize these links to suit your specific needs, ensuring quick access to vital resources and improving overall efficiency.

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