Appearance
Mobile app menu
This page sets the bottom menu of the Site Connect mobile app for everyone in your workspace: which features appear, in what order, which ones everybody must keep, and how much people may change it for themselves.
Where to find it
Menu: System › Mobile app · Address: hub.siteconnect.ai/settings/mobile-appWho can use it: Admins and managers can change the menu. People who can only view settings see the page with the note You can view the mobile app settings but not edit them. See Roles and permissions.
What's on the menu
The app's bottom menu holds up to 6 items. The counter at the top right of Workspace default menu shows how many you're using (for example 6/6). The items you can choose from are:
| Item | What it opens in the app |
|---|---|
| Task | Assigned tasks, check in on site |
| Schedule | My tasks, open tasks, availability |
| My work | Hours worked, number of check-ins |
| Project | Sites where I have tasks |
| Chat | Message your coworkers |
| Approvals | Request time off, approve requests |
| Attendance | Clock in to company shifts |
| Personal | Profile, switch workspace, sign out — always there |
Out of the box, the menu is Task, My work, Project, Chat, Approvals and Personal. Task, Approvals and Personal are required, and people may add Schedule to their own menu.
The first slot is the home screen
The app opens on the first item of the menu. Put the screen your crews use most — usually Task — at the top.
Change the workspace menu
- Go to System › Mobile app.
- Under Workspace default menu, arrange the list:
- Use the up and down arrows (Move up / Move down) to change the order.
- Select × (Remove from menu) to take an item off. Required items can't be removed.
- Under Add to menu, select an item to add it. If the menu is full, you'll see The menu is full — remove an Optional item before adding another.
- Decide which items everyone must keep. Each item has a button that reads Required or Optional — select it to switch. Personal is marked Always there: it's where people sign out and switch workspace, so it can never be removed.
- Check the Preview at the bottom. It shows the menu people will see on their phone if they haven't arranged their own.
- Select Save settings.
You'll see Saved — everyone's app switches menus the next time it opens.
To start over, select Reset to default, then Save settings.
Let people arrange their own menu
Under Users customize their menu:
- Tick Let users arrange their own menu to allow it. When it's off, everyone gets the workspace menu above — including people who had arranged their own before.
- Under Items users may add to their menu, tick the items people may add even though they aren't on the workspace menu (for example Schedule).
- Select Save settings.
With this on, people can reorder every item on their menu, remove Optional items, and add only the items you ticked. They do this on the web under Personal settings › Mobile app — see Personal settings and profile.
Good to know
- The menu is set per workspace. Someone who works for two companies can have a different menu in each workspace.
- If you later make an item required, people who arranged their own menu get it back automatically, in the same position as on the workspace menu.
- Changes reach phones the next time the app opens — there's nothing to reinstall.