Start Here
Find, favorite, hide, and reorder your JobBuddy menu
Organize the portal menu without losing access to newly added or required destinations. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user; company admin for company defaults.
- Authenticated user
- company-admin permission to set a company default. Subscription must otherwise permit portal access.
Sidebar More (#/more) → More Options → Customize → Menu layout
Find, favorite, hide, and reorder your JobBuddy menu
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Open the workspace
In JobBuddy, go to Sidebar More (#/more) → More Options → Customize → Menu layout.
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Confirm access and starting state
Authenticated user; company-admin permission to set a company default. Subscription must otherwise permit portal access.
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Complete the main setup
Review personal versus company-default layouts, hidden versus favorited items, New section, Set as company default, Done, restoring destinations, search, narrow menu, and why a new product destination may reappear after an update.
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Review the important choices
Do not promise that every destination can be hidden.
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Verify the result
Organize the portal menu without losing access to newly added or required destinations.
Expected result: Organize the portal menu without losing access to newly added or required destinations.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Authenticated user; company-admin permission to set a company default. Subscription must otherwise permit portal access.
The result is incomplete or unexpected.
Visibility, favorites, section order, and company defaults are separate settings; fixed destinations and system-admin items are not managed the same way; new destinations are appended even when a saved layout exists.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Organize the portal menu without losing access to newly added or required destinations.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.