Getting started
Navigation
Who can use it. Everyone. The marketing site's Features menu is public: anyone browsing summithub.co.nz sees it, signed in or not. The app sidebar is for signed-in staff (customers and field accounts see a short, unsectioned menu with no headings).
What it's for
Two separate menus, both built to stay usable on a laptop-sized screen as the product has grown:
- The Features dropdown in the marketing site's top menu bar lists every feature page, organised into four groups (Sales & Quoting, Job Management, Money, Clients) so a long list of features doesn't turn into one huge scrolling column.
- The app sidebar, on the left of every signed-in screen, groups a staff account's links under four collapsible headings (Work, Clients, Company, Account) for the same reason: an owner with every optional feature switched on can have close to 20 links, more than fits on a typical laptop screen at once.
How to use it
Marketing site Features menu
- Click Features in the top menu bar.
- Click a group name (e.g. "Money") to expand it and see its feature links, each with a one-line description.
- Click a feature link to go to that feature's page.
App sidebar
- Each heading (Work, Clients, Company, Account) is clickable and expands or collapses that group of links.
- Whichever section contains the page you're currently on opens automatically; the others start collapsed.
- Click a heading again at any time to open or close it: your choice sticks as you move around the app, for the rest of your visit.
What it affects
Only how these two menus are laid out: no page, link, or permission changed location or disappeared. Every link that was reachable before is still there; it may just be one click away inside a collapsed group now instead of always sitting on the screen.
Good to know
- On phones and narrow tablets, app pages use a compact title and summary instead of a large coloured banner. Page actions and figures remain available, with more room for the content below. Wider screens retain the full banner.
- On the marketing site, the Solutions dropdown is unchanged: it's a short single list, not grouped.
- Sidebar sections default to collapsed, except whichever one contains the page you're currently viewing.
- Customer and field accounts don't see sidebar section headings at all: their menu is already short enough that grouping isn't needed.
- On a phone, the Features menu appears inside the hamburger menu, with the same four groups, and the app sidebar is replaced by the bottom mobile navigation bar; neither of those was affected by this change.