Hide tabs on the Navigation menu?

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  • Updated 5 months ago
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Something I have never asked before, but now am wondering -

Does anyone know if there is a way to obscure tabs on the Navigation menu?

I want to remove the Engagement, CoPilot, NPS and Survey tabs for my end users as they have no need for these.  Is that possible?
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Jeff Kirkpatrick, Champion

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Posted 5 months ago

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Seth, Employee

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Yup! As far as I know, there are two places you can adjust tabs for all users:

In the Profile: https://cl.ly/023p0Z2z2C1D
In the Gainsight App: https://cl.ly/2u3U2Q1r2Q2j

I made those screencaptures when describing to the Gainsight documentation crew that adding the Timeline tab requires doing both, but you should be able to just do one of them to get a tab to disappear. <fingers crossed>

If you want to keep the tabs personally, I imagine that you would keep them available in the Gainsight App section, but set them to Hidden in other users' Profile(s). I am guessing that "Hidden" would override any tab customizations that those users would have, versus setting them to "Default Off", which seems like it would allow the tab to stay available for users who had customized their tabs.
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Jeff Kirkpatrick, Champion

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Seth you're my new bestie.

Thank you!  This is a great help!