Change your team's sidebar

Plans: Core, Pro and Agency.

Your team's sidebar can be arranged around the way your team works, so that everyone finds their everyday tools first. You can change what is in it and in which order, and you can give different roles different sidebars. It works the same way as the client sidebar and lives in the same place: on Settings › Portal › Sidebar content, as the sidebar created for Internal users.

Edit your team's sidebar

Open Settings › Portal › Sidebar content and open the sidebar created for Internal users.
On Elements, drag the modules into the order in which your team works.
Expand a row to move it up or down, nest it under the row above, reset it or delete it. If you do not sell through Zendo, for example, you can delete Front Desk and Billing.
To rename an item, expand its row and type the new name in Label.
To add a Heading, Divider, Gap, External Link or Apps, select Add new sidebar element.
To give a kind of work its own place in the sidebar, add a request tab and name it, for example Tickets, Projects or Jobs. Request tabs are explained in the next section.
Turn on Live preview to check the result.
Select Update to publish the sidebar.

The team sidebar with items nested under the Sales and Library headings.

Request tabs

A request tab is a sidebar item that shows only the request types you choose, under a name you give it, such as Projects or Tickets. Each tab has its own views, the view it opens on, and a counter of unread requests. The same type can appear in several tabs, and a tab with no types chosen shows every type. The Requests item works the same way, so leave its Request types empty if you want one place where everything can be found.

How to set up tabs, name your request types and plan the tabs for a team is described step by step in Organise work into projects, tickets and jobs.

Modules you can show

The team sidebar can show every module in Zendo: Dashboard, Requests, Messages, Orders, Clients, Forms, Files, Billing, Front Desk and Notifications. The default sidebar leaves out Notifications, because the bell in the top bar already does the same job, but you can add it back. You cannot add new modules.

Headings, links and apps

Heading — groups related items; nest the items under it.
External Link — a place outside Zendo that your team opens often.
Apps — a spreadsheet, a design file or an internal tool that opens inside Zendo, rather than in a separate browser tab. See Embed an app in the sidebar.

Giving a role its own sidebar

The default sidebar is always visible to everyone, so to give a role a different sidebar, you start from a copy:

Duplicate the default sidebar from the sidebars list.
On the General tab of the copy, choose the roles in Visible to.

On a team sidebar, this field lists roles instead of clients, and shows how many you selected, for example All roles (5). The five roles are Owner, Admin, Manager, Agent and Watcher. See Invite your team and choose roles.

A Watcher, for example, only reads, so they may not need the same items as someone who sells. If you only want to hide one item from one role, you do not need a second sidebar: expand the item's row and use Limit visibility of this item. instead.

Which sidebar each person sees

Each person on your team sees exactly one sidebar: the one limited to their role, or otherwise the default. A sidebar that is still in Draft is not shown to anyone, so you can build a new layout while your team keeps working with the current one.

Updated on: 09/11/2026

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