Articles on: Troubleshooting

A client sees the wrong sidebar, dashboard or theme

If a client sees the standard sidebar, dashboard or look instead of the one you prepared for them, Zendo is showing them the default, and the version you made is not reaching them. Sidebars are set in Settings › Portal › Sidebar content, dashboards in Settings › Portal › Dashboards and client themes in Settings › Brand › Client themes. To see exactly what the client gets, open their profile and use View as client.

The version is still a draft

Sidebars, dashboards and client themes all start in Draft, and a draft is not shown to anyone. Check the Status column in the list and publish the version once it is ready. Sidebars and client themes also have a Live preview, so you can check the result before publishing.

The version is not limited to this client

The Applies to column shows who each sidebar version is for.

Every client gets exactly one sidebar, one dashboard and one theme: the version limited to them if there is one, and the default otherwise. So check who each version is meant for:

for a sidebar or a dashboard, in Visible to;
for a client theme, in the list of clients and client teams it applies to.

For sidebars and dashboards, the Applies to column in the list shows the same information.

The version is limited to one person, not their team

If you chose a single person, the other people at the same company do not get the version, and neither do people added to their team later. Choose the client team instead.

You edited the default, so every client sees the change

The default sidebar and the default dashboard are always visible to all clients and teams. A change to the default therefore reaches every client who has no other version.

To change something for some clients only, duplicate the default from the menu on its row, limit the copy to those clients or teams, make your changes and publish it. This works the same way for sidebars and dashboards.

A more recently published theme also applies

A client sees one theme: the one that applies to them, or Brand › Appearance if none does. If two themes apply, for example one chosen for the client and one for their team, the most recently published theme wins.

The theme does not override that section

A theme only changes the sections where you turned Override on. Every other section keeps coming from Brand › Appearance.

Light and dark mode are set for the whole workspace

A client theme cannot change whether clients can switch between light and dark mode, or which mode they see by default. Both are set once for the whole workspace, under Color mode on Settings › Brand › Appearance.

Updated on: 09/11/2026

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