Using the Module Menu

The Module Menu is a list of modules customized to your organization. The menu is typically organized in the general order in which modules will be used. To use the module menu:

Expand a section of the menu

Collapse a section of the menu

Add the module onto the workspace

Modules can be renamed, grouped and/or reordered. To make changes to your custom module menu bar, contact your Customer Success Manager or email with details on your preferred order and module names.

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