There are two separate areas that control how Navigator works for your users. The first determines what content appears in Navigator. The second determines what users can personalise within Navigator. These operate independently of each other.
How Navigator Quick Actions, Sections, Actions Required, Panels, are controlled
What a user sees in Navigator is determined by three things working together, applied in this order.
Layer | Who controls it | What it does |
First-time content | Default System Setting | Seeds what a user sees when they first open Navigator - which Quick Actions, Quick Panels, and Quick Sections are pre-configured for them based on their role. |
Org admin availability | Customer Evo Org Admin | Overrides persona defaults for your organisation. You can pin items so users always see them and cannot remove them, or hide items so users can never see them, regardless of what their persona configured. |
Product access control | Your Access products | Final filter. If a user does not have a licence or permission for the underlying product, the item will not appear in Navigator - regardless of what their persona or availability settings specify. |
📌Note: First-time content only influences what a user sees on first load. After that, users can adjust their own Navigator - unless you have restricted this using Roles & Permissions (see below).
⚠️Important: Product access control is always the final check. A pinned item will still not appear if the user does not have access to the underlying product.
How personalisation is controlled
Separately from what appears in Navigator, you can control whether users are able to personalise their own Navigator setup - that is, whether they can add, remove, or rearrange Quick Actions, Quick Panels, and Quick Sections for themselves.
This is managed through Roles & Permissions in Access Evo and has no effect on what content is visible. A user with personalisation disabled still sees everything their first-time content and availability settings determine - they just cannot change it themselves.
Access Evo Administrators within your Organisation can access the Roles & Permissions page from their menu in the top right-hand corner.
Permission | What it controls |
Edit Quick Actions | Whether the user can add, remove, or reorder their own pinned Quick Actions. |
Edit Quick Panels | Whether the user can add or remove Quick Panels from their Navigator. |
Edit Quick Sections | Whether the user can create, rename, or reorganise their own Quick Sections. |
When a personalisation permission is removed, the user's Navigator is locked to whatever configuration is in place at that point - whether that is their first-time content or their own previous setup. It remains locked until the permission is restored.
⚠️Important: The ability to restrict a user’s personalisation can only be applied to custom roles within Evo. The default roles of User & Admin cannot have these restrictions applied.
Configure availability
Availability lets you pin or hide Quick Actions, Quick Panels, and Quick Sections across your organisation. Use it to ensure the right tools are always visible to your users, or to remove items that are not relevant to your organisation.
State | What it means for users |
Pinned | The item always appears in the user's Navigator and cannot be removed by them. |
Hidden | The item is not visible to users at all and cannot be added by them. |
⚠️Important: Any new items added to Navigator are visible to users by default. You need to explicitly hide them if you do not want users to see them.
Set availability for your organisation
Open Navigator Admin - Shield Icon on the left panel in Navigator.
Click Availability.
Click Configure on the Organisation Defaults card.
🤓Tip: You'll see three sections - Quick Panels, Quick Actions, and Quick Sections - each showing the current number of configured items.
Click Configure next to the section you want to manage.
In the panel that opens, browse or search the available items on the left.
Click + next to any item to add it to your configured list on the right.
For each item, use the pin icon to pin it or the hide icon to hide it from users.
Click Save changes - These take effect the next time your users load Navigator.