Change what is in the client sidebar

Plans: Core, Pro and Agency.

The client sidebar can be adjusted to the way you work, so that clients see only what is relevant to them, under names they recognise. You can change it so that clients see fewer items, items under different names, or links of your own: reorder, rename and hide items, group them under headings, and add request tabs, links and embedded apps. All of this is done on Settings › Portal › Sidebar content.

Edit the client sidebar

Open Settings › Portal › Sidebar content and open the sidebar created for Clients.
On Elements, drag the items into the order you want.
Expand an item's row to move it up or down, nest it under the item above, reset it or delete it. For example, if you use the client portal only for files and messages, you can delete Orders, the Front Desk and Forms.
To rename an item, expand its row and type the new name in Label.
To add a heading, a divider, a gap, a request tab, a link or an app, select Add new sidebar element.
To group items, add a Heading and nest the items under it.
Turn on Live preview to check the result.
Select Update to publish the sidebar.

The Elements tab: drag handles (2), the buttons to move, nest, duplicate or delete an item (3), and its Label (4). With Live preview on, the sidebar on the left shows the result.

Add new sidebar element (5), with Heading for a group (6).

Go back to an earlier version

Every time you save or publish the sidebar, Zendo keeps a revision. To go back:

Open the arrow next to Update and select Show revisions.
Find the version you want under Revision history. Each one shows its number, whether it was a draft or published, who made it and when.
Select Restore. The version is loaded into the editor.
Select Update to publish it, or save it as a draft.

To start again from Zendo's default sidebar, select Revert to defaults in the same menu. To undo your changes to a single item, expand it and select Reset icon & label to defaults.

Elements you can add

Heading — a title for a group of items.
Divider — a line between groups.
Gap — empty space between groups, without a line.
Request tab — a sidebar item that shows the client only the requests of the types you choose, under a name you give it, for example Support or Projects, with the views you allow and the view it opens on. A client who orders both design work and website maintenance can then find each kind of request in its own place. See Organise work into projects, tickets and jobs.
External Link — a link to another website. It opens outside Zendo.
Apps — another web application, shown inside Zendo on its own page under /apps/…. See Embed an app in the sidebar.

Zendo's own modules are already in the list. You can reorder, nest, rename and hide them, but you cannot add new modules.

Showing an item to some clients only

To show a single item only to some clients, expand its row and use Limit visibility of this item. Then choose the clients and client teams who should see it. That way you can, for example, show an embedded app only to the client it belongs to, without creating a separate sidebar.

Giving some clients a different sidebar

If some clients need a different set of items or a different order, create a separate sidebar for them. The default sidebar is always visible to everyone, so you start from a copy of it:

Duplicate the default sidebar from the sidebars list.
Open the copy.
On the General tab, choose the clients or teams in Visible to.

Those clients and teams get the new sidebar, and everybody else keeps the default. See Show different things to different clients.

Which sidebar each client sees

Each client sees exactly one sidebar: the one limited to them, or otherwise the default. A sidebar that is still in Draft is not shown to anyone, so you can build a new one while your clients keep using the current one, and publish it when it is ready.

Your team's sidebar is in the same list, as the one created for Internal users. See Change your team's sidebar.

Updated on: 09/11/2026

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