Can I tailor the platform navigation to my merchants?

Short answer

Menu configuration happens once, at your level. You rename entries, reorder them inside their zone and set which ones stay visible, and that configuration applies to every company and merchant account below you, which holds the experience consistent across your whole portfolio. Roles and permissions then determine what each user reaches inside that menu, and a reset action restores the original names and visibility at any time.

In detail

Yes. Menu configuration happens once, at your level, and applies to every company and merchant account below you.

What you can change

  • Rename entries, so the platform uses the words your merchants know.
  • Reorder entries inside their zone, so the most used sections come first.
  • Set which entries stay visible, so modules your merchants do not use stay out of the way.

Because the configuration cascades, the experience stays consistent across your whole portfolio. You do not maintain one menu per merchant, and a new merchant account inherits the navigation from day one.

Menus and permissions work together

The menu decides what the platform shows. Roles and permissions decide what each user can reach inside it. A finance user and an operations user under the same merchant see the same structure, but each opens only the sections their role allows. Read-only stays the default, and explicit permissions apply when a change matters.

A reset action restores the original names and visibility at any time, which makes it safe to experiment.

In a cascading structure, governance controls decide whether a program below you can customize the menu for its own companies and merchant accounts. You can delegate that right or keep navigation centrally managed.

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