Navigation profiles let admins tailor the sidebar and the default Assets list for different teams. Use them to give technicians quick access to infrastructure, help vCIOs focus on planning, or organize an account manager’s daily work.

Profiles change presentation only. They do not grant or remove access to organizations, records or actions.

A new profile starts from the native app layout. Creating it does not assign it to anyone or make it the default.

The named profiles shown here are examples, not built-in presets. Personal details in the screenshots are redacted.

Use Add sidebar item to add an asset type or an available product view. Create named groups and drag items or groups into the order you want. The Sidebar preview shows the resulting layout.

Assets, account switching, Settings and Help remain available. Sidebar groups are separate from the categories used on the Assets page.

Sidebar: organize items into groups and review the resulting navigation.

The Assets List tab controls which asset types appear when someone opens Assets. It is independent of the Sidebar: adding Passwords to the sidebar does not add passwords to the default Assets list.

The Assets List preview shows the types included in the default view. Save changes when you are finished.

Choose asset types: Selected items appear above Available items.

All asset types: the picker is hidden and future types are included.

Group edit: choose a Navigation profile, then save the drawer.

In Settings → Navigation, use the settings icon beside New profile to open Group priority. Put the highest-priority group first. Close the dialog with Done, then select Save changes on the page.

If someone belongs to more than one assigned group, the first matching group wins. Profiles are not merged.

Open a profile’s actions menu and select Set as default. The Default badge identifies it. This applies to people who have neither a personal assignment nor a matching group assignment.

To override a user, open Platform → Users, edit the user and choose their Navigation profile at the bottom of the drawer. Select Save changes. Choose Automatic to remove the override.

User edit: an explicit profile overrides groups and the account default.

Lexful chooses one profile in this order:

Select Remove as default to return unassigned users to native navigation while keeping the profile available. You can delete every profile; with no assignments or default, the app uses its native layout.

On the Assets page, Profile view shows the curated list. Select All types to discover other asset types you are allowed to access, then switch back to Profile view when you are finished.

Your sidebar stays the same when you switch views. Search, New and permitted direct links continue to work independently of the profile’s visible types.

Profile view: the Technician profile shows seven asset types.

All types: other authorized asset types become visible without changing the sidebar.

Choose Delete profile from its actions menu, then save the change. Assignments to that profile are cleared so affected users fall back through the normal priority order. Deleting a group removes its navigation priority rule.

Related: Manage groups and access scopes · Manage users and permissions · Set up and manage asset types

A profile can also show All except excluded types. This includes available asset types except the exclusions saved in that profile. New types are included automatically unless excluded. It differs from Choose asset types, which keeps a fixed selected set.

These choices affect presentation only. They do not grant access, block permitted direct links, or change the scope of search and creation.