Custom Menu Items

What Is It? 🤔

Custom Menu Items let you create personalized menu entries in Trackdesk that link to external websites or internal knowledge bases. You control the link name, URL, and visibility — choosing whether it appears to affiliates, admins, or both.

Why Do You Need It? 👀

Tailored menu items empower your team by:

✅ Quick Access to Resources
Provide one-click navigation to important documents or tools.

✅ Enhanced User Experience
Reduce time spent searching for frequently used links.

✅ Role-Specific Navigation
Control who sees each menu item—affiliates, admins, or both.

✅ Easy Updates & Management
Add, edit, or remove links anytime via a simple dashboard.

How To Set It Up? ⚙️

1. Navigate to Settings → Customization → Menu Customization
Open the menu customization settings from your Trackdesk dashboard.

2. Add a New Menu Item
Click “Add new menu item” to open the configuration panel.

3. Define Menu Item Details
Enter the menu label, target URL, and select visibility options.

4. Save and Review
Save your new menu item and verify it appears as expected for the chosen user roles.