Organizing your apps

​

Reordering apps

You can control the order that apps appear in the sidebar for both your internal Dashboard and the client portal. To reorder, navigate to the App Library page and drag apps into the order you’d like. The app at the top of the list will be the default landing page for clients when they log in.

​

Creating folders

If you have a lot of apps, especially embeds, you can group related ones together using folders. Folders appear in both the internal sidebar and the client portal sidebar, and help keep navigation clean and organized. For example, you might group several analytics embeds under a single “Analytics” folder. To create a folder:

1. Navigate to the App Library page.
2. Click Add folder and give it a name and icon.
3. Drag apps into the folder to group them.

You can reorder folders the same way you reorder apps: just drag them into position.

​

Adding a new app to a folder

To add an app you’ve already installed, drag and drop it into the folder. To add a new app directly to a folder, click the menu button (…) next to the folder and select + Add app to folder. This takes you to the app directory where you can select and install a new app straight into that folder.

​

Hiding apps and folders from the internal sidebar

If you want to keep your internal sidebar clean, you can hide any app or folder from it without affecting what your clients see. Click the menu button (…) next to the app or folder and select Hide from internal sidebar.

​

Folder visibility

Folder visibility is automatic. A folder is only shown to a client if at least one app inside it is visible to them. If none of the apps in a folder apply to a given client, the folder is hidden entirely. This means you don’t need to manage folder visibility separately.

​

Customizing, disabling, and deleting apps

Navigate to App Setup and click Edit to change an app’s icon, content, and settings. The same page is where you disable or delete an app. Disabling keeps the app’s data and configuration so you can turn it back on later. Deleting removes it. If you only want to take a client-facing app offline temporarily, set its visibility to Hidden from all people instead — see Custom visibility for apps.