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Customizing Your Navigation Bar (Lightning)

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SummaryThe Navigation Bar allows users to quickly find what they need with very few clicks.
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What is a Navigation Bar?

The Navigation Bar is visible at the top of every page. It allows users to quickly click into a tab, and also allows users to access recently-viewed records and lists.

 

How is it Controlled?

The Navigation Bar displayed at the top of the page is controlled by the App you are using. By default, your app will be called Apto.



 

Creating a New App

If you would like to modify the tabs displayed in your Navigation Bar, this can be done by creating a new App. **Please note, only System Administrators have access to App creation.

 

  1. Click the gear icon, then Setup at the top right of the page.

 

  1. In the quick find box, search for and click on App Manager.

 

  1. Click the button for New Lightning App.

 

  1. Use the following App Details & Branding:
    1. App Name: Apto
    2. Developer Name: Apto
    3. Description: Apto Lightning for Brokers
    4. Image: Apto Logo (download here)
    5. Color: #F99A1C

 

  1. Skip Add Options and Utility Bar.

 

  1. Select Tabs to be displayed:
    1. Home
    2. Chatter
    3. Companies
    4. Contacts
    5. Properties
    6. Proposals/Pitches/Pursuits
    7. Listings/Listings & Assignments
    8. Projects/Escrows/In Contract
    9. Comps/Closed Deals/Sales
    10. (Any other tabs you’d like to add)

 

  1. Assign to User Profiles: Select All.

 

  1. Click Save & Finish.

 

Remove an Old App

If you would like to remove an old App from view, follow these instructions.

  1. Click the gear icon, then Setup at the top right of the page.

 

  1. In the quick find box, search for and click on App Manager.

 

  1. Click Edit beside the App you wish to remove.

 

  1. Advance to the “Assign to User Profiles” section.

 

  1. Deselect all Profiles, and click Save.

 

Now you will see your new App in the App Launcher.

 

 

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