The Navigation customization feature allows workspace admins to personalize the left navigation for everyone in their workspace. Admins can reorder navigation items, hide items that aren't used, move items into the More menu, and restore the default layout at any time.
Any changes made to the navigation apply to all users in the workspace immediately.
Who can customize the navigation?
Navigation customization is available for Premier and Enterprise subscriptions.
Only Workspace Owners and Workspace Admins can customize the navigation. Other users will see the navigation as configured by their workspace admin but cannot make changes themselves.
Where can I find the Navigation settings?
To access the Navigation editor:
- Click the gear icon in the upper-right corner of Wealthbox.
- Select Workspace Settings.
- Click Navigation.
From this page, you can customize how the left navigation appears for your workspace.
What can be customized?
The Navigation editor is divided into two sections:
Workspace
Items displayed directly in the left navigation.
More
Items displayed within the collapsible More section at the bottom of the navigation.
You can drag items between these sections or reorder them within each section.
Note: Changes apply to every user in the workspace.
Which navigation items can be customized?
Most navigation items can be reordered, hidden, or moved between Workspace and More.
The following items cannot be customized:
- Home — Always displayed at the top of the navigation.
- Activity Page (if enabled) — Always displayed directly below Home and does not appear in the Navigation editor.
Customize Your Navigation
Reorder navigation items
To change the order of navigation items:
- Open Workspace Settings → Navigation.
- Drag a navigation item up or down within either section.
- Drag items between the Workspace and More sections as needed.
The updated order is saved automatically and becomes visible to everyone in the workspace.
Hide a navigation item
If there are features your team doesn't use, you can remove them from the navigation.
To hide an item:
- Open Workspace Settings → Navigation.
- Click the ⋯ menu next to the item.
- Select Don't show.
The item will no longer appear in the navigation for workspace users but will remain available in the Navigation editor so it can be restored later.
Move an item into the More menu
To reduce clutter in the main navigation, you can move less frequently used items into the More section.
To do this:
- Open Workspace Settings → Navigation.
- Click the ⋯ menu next to the item.
- Select Move to More.
The item will appear under the More menu instead of the primary navigation.
Reset the navigation to the default layout
If you'd like to restore the original Wealthbox navigation:
- Open Workspace Settings → Navigation.
- Click Reset to default.
- Confirm the reset.
This restores the original navigation order and visibility for the entire workspace.
Frequently Asked Questions
A navigation item is missing. How do I restore it?
The item may have been hidden by a workspace admin.
To restore it:
- Go to Workspace Settings → Navigation.
- Locate the hidden item.
- Change it back to Always show.
The item will immediately reappear for all users.
Why don't I see the Navigation settings?
There are two common reasons:
- You are not a Workspace Owner or Workspace Admin.
- Your subscription does not include Navigation customization.
Navigation customization is available on Premier and Enterprise plans.
Can I restore the original Wealthbox navigation?
Yes.
Click Reset to default from the Navigation settings page to restore the original navigation layout for your workspace.
Why don't I see the AI item in the Navigation editor?
The AI navigation item only appears for subscriptions with AI features enabled.
When available, the AI item is locked in the navigation and cannot be moved or hidden.