Overview
The Menu Settings tab in Account Settings allows you to add quick reference links to your most commonly used modules. This allows you to navigate directly to a module from anywhere within the system. You can add up to three modules to the list.
This tab is available to users with Edit Organisation Details permission or Super User access.
Accessing Menu Settings
1. Log into your ComplyFlow account.
2. Select your profile icon (top-right corner) > Account Settings.
3. Select the Supplier Settings tab in the Account Settings section.
4. Customise your left Menu settings.
Fill in the Enter Name section
Paste/Fill in the link in the Enter URL section
From the dropdown list, Select Module, select the module(s) you use most frequently.
Select Update Settings to finish.
5. When saved, the URLs would appear in the left menu for the module(s) enabled in the account.
Links in the URLs will open in a new tab.
External systems
You may wish to include links and resources on your Intranet to ensure they are easily accessible to Staff.
Related Articles
Organisation Account Settings – Menu Settings configuration