How navigation follows access

Fencify uses team access to decide which sidebar items appear for delegated users. Leads, quotes, calendar, projects, documents, invoicing, materials, suppliers, fence models, labour rates and integrations are shown according to the member access and financial visibility settings.

Delegated users see a simpler profile menu than the account owner. Owner-only account, configuration and team management links stay with the account owner.

Checking a member navigation setup

1. Open the team member update page.
2. Review team role and member type.
3. Open System access and review the permission matrix.
4. Check whether the member needs finance-related areas.
5. Save changes and review the team workspace permission badges.

Areas commonly affected

• Quotes and Invoicing depend on financial visibility as well as module access.
• Labour Rates appears inside Materials and Rates only when financial visibility allows it.
• Integrations are kept in the System area for account-level review.
• Import Wizard remains available from the profile menu.