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UI configuration

UI configuration

Customize sidebar items, vocabulary, and per-entity view mappings — admin/owner only.

Reviewed AdminVertiqa 1.54+

The UI settings page customizes what your team sees in the navigation and how the product reads to them. This is admin/owner only.

Sections on the page

  • Sidebar — sets the workspace's Default navigation layout, and renames, reorders, or hides the navigation sections and the entries inside them.
  • Vocabulary — relabel domain terms ("opportunities" → "deals", "accounts" → "customers") so the product matches how your team talks.
  • Views — per-entity default view mappings — which list view loads when a user lands on a module's root.

Default navigation layout

The Sidebar section leads with a picker for the layout everyone starts on — Classic sidebar (the product default), Icon rail + panel, Rail with labels, App launcher, or Top tabs + menus.

This is a default, not a mandate. Anyone who has chosen their own layout under Appearance keeps it; your setting only applies to people who have never picked one. Leave it unset to stay on the product default.

Common tasks

  1. Set the default navigation layout for people who haven't chosen their own.
  2. Edit a sidebar item's label to match your team's vocabulary.
  3. Hide a sidebar item for roles that don't use it.
  4. Override a domain term under Vocabulary. The change ripples across the product.
  5. Set a default view for an entity — the view that loads first when someone opens that module.
  6. Save as draft, then publish — most edits stage as a draft so you can preview before pushing org-wide.

Tips

  • Don't rename core entities you're going to discuss with Vertiqa support. Your support call gets harder when "leads" means something else in your tenant.
  • Use the preview before publishing. Live UI changes that surprise your team produce support tickets.