The menu is how you get around TripWorks. It holds search, the pages your team uses most, a More menu for everything else, and your notifications and account options. You can keep it as a bar across the top of every page or dock it down the left side.
In this article
Everyone on your team sees the pages they have access to. Someone with the right permission can choose which pages appear for the whole company, or set up a different menu for a specific group. Anyone can choose their own home page, and where the menu sits on their screen.
What's new
The menu has a fresh look, and your pages are all still there.
- Your home page is pinned first. The first item in the menu opens your home page, wherever you are.
- Put the menu on the left or the top. Each person picks the position they like. See Put the menu on the left or the top.
- Customize menu moved into your account menu. The sliders button at the end of the bar is gone. People who can change the menu now find Customize menu… in their account menu and at the bottom of More.
- Pages you can't open stay out of your way. If a pinned page isn't available to you, it doesn't show in your menu.
- Notifications open in a side panel, with tabs for what's new, flagged items, alerts, and reminders.
What's in the top menu
From left to right:
- Search. Type into Search everything to find a booking, guest, or page. See Search across TripWorks.
- Your menu. The pages your company pinned. Out of the box these are your home page, Sales, Calendar, Manifest, Guests (or your account's word for guests), Register, and Reports. The first item reads Home, or the name of the page you chose as your home page.
- More. Everything else in TripWorks that you have access to, grouped by area, like Sales & operations, Catalog & setup, and Insights. People who can manage users also find Guides under Catalog & setup.
- Notifications. The bell shows your unread notifications. Beacon, the AI assistant, stays on the tab at the edge of your screen.
- Your account menu. Switch companies, open your settings, customize your menu and home page, move Beacon, or sign out.
On a phone or a narrow browser window, the menu collapses into a compact bar with the same items.
Put the menu on the left or the top
Prefer your pages in a column down the side? Move the menu to the left. This choice is just for you, on the device you're using, so you can keep a left menu at your desk and a top bar on a front-counter tablet.
- Open your account menu (your picture at the right end of the menu).
- Under Customize layout, select Customize menu.
- Next to Position, choose Left or Top.
With the menu on the left, your pinned pages run down the side, with Ask Beacon, Setup, Notifications, and your account at the bottom. Select the double arrow at the top to collapse it to icons and open it again. On the Setup and Reports pages, which have their own side menu, it collapses to icons on its own.
The left menu needs a screen at least the width of a small tablet. On a phone you always get the compact bar.
Each person only sees the pages they have permission to open. If a teammate is missing a page you can see, check their permission group.
Choose your Home page
Your Home page is the screen TripWorks opens when you log in or select the logo. Anyone can set their own.
- Open your account menu (your picture at the right end of the menu).
- Under Customize layout, select Customize menu.
- Select Set home page and pick a page, like Calendar or Manifest. To go back to your team's choice, pick the option that starts with Default.
If you don't choose one, TripWorks uses your group's Home page, then your company's, then the Dashboard. Guides without access to the Dashboard open to the Manifest instead.
Move or hide Beacon
Open your account menu and select Customize menu. With the menu across the top, use Beacon to put the Beacon tab on the Left or Right, or Hide it. With the menu on the left, choose In the menu to keep Ask Beacon in the side menu, or Hidden. This setting applies to the device you're on, so you can keep it at your desk and hide it on a front-counter tablet.
Customize the menu for your team
Learn how to manage permission groups
To open the editor, open your account menu, select Customize menu, then select Customize menu… under For everyone at your company. You can also select Customize menu at the bottom of More. Changes save as you make them and show up for your team right away. Select Done when you finish, and you can undo your item changes there if you change your mind. To start over, select Reset to default.
- Editing. Choose Everyone or a specific group.
- Drag handle. Drag an item to reorder it, or focus it and press Alt plus an arrow key.
- Add item. Pin another page.
- Change. Set the Home page for this menu.
- Some people won't see these items. Who can't open a page you pinned.
- Pick who you're editing for. Start with Everyone, the menu your whole company sees. You can also give a permission group its own custom menu.
- Add a page. Select Add item, search for the page, and add it.
- Arrange it. Drag items into the order you want, or focus one and press Alt plus an arrow key. Items after the line go into More.
- Adjust an item. Select an item's ••• to rename it, change its icon, swap it for a different page in the same spot, or remove it.
If some people can't open a page you pin, the editor tells you with Some people won't see these items. The page stays in the menu for everyone who has access and is hidden for everyone else. The editor always lists every pinned page, so you can still see and arrange it.
Menus for specific groups
A group with a custom menu sees that menu instead of the Everyone menu. A group without one follows Everyone.
When a person belongs to more than one group with a custom menu, use Group priority to decide which one they get. They see the menu of their highest-ranked group.
You can also set a Home page for the company or for a group. Each person's own Home page choice still comes first.
Examples
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Dock the menu on the left at the front desk. On the desk computer, set Position to Left so Register and Manifest are always one click away down the side.
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Give your front desk a tighter menu. Create a custom menu for the Front Desk group with just Register, Manifest, and Calendar, and set their Home page to Register.
- Put Waivers up front during busy season. Add Waivers to the Everyone menu so your team can check signatures in one click.
- Rename a page to match how your team talks. Rename Sales to "Bookings" in the menu so new staff find it right away.
- Send managers straight to the numbers. Set the Managers group's Home page to Reports.
Frequently asked questions
Where did the sliders button go?
It moved. Open your account menu, select Customize menu, then Customize menu… under For everyone at your company. It's also at the bottom of More. Both only show for people who can change the menu.
Why can't I change the pages in the menu?
Changing the menu for your company or a group requires the Manage company profile permission. Ask an account admin to add it to your permission group. You can still set your own menu position, home page, and Beacon position without it.
Can I change the menu just for myself?
Partly. The pages in the menu are set for the company or for a group, so your team sees the same thing. Just for yourself, you can put the menu on the left or the top, choose your home page, and choose where Beacon sits.
I moved the menu to the left. Why is it back on top on my other computer?
Menu position is saved on each device and browser. Set it once on each computer or tablet you use.
Why does my first menu item say Register instead of Home?
The first item always opens your home page and shows that page's name. If you chose Register as your home page, it reads Register. Change it under Customize menu, then Set home page.
A teammate says a page is missing from their menu. Why?
The menu only shows pages a person has permission to open, so a page you can see may be hidden for them. Check their permission group. If they belong to a group with its own custom menu, they see that menu instead of the Everyone menu.
Do menu changes affect everyone right away?
Yes. Changes save as you make them, and your team sees them the next time their page loads. When you finish editing, you can undo your item changes if you change your mind.
Someone is in two groups that each have a custom menu. Which do they see?
The menu of whichever group is ranked higher under Group priority in the editor. Reorder the groups there to change it.
Can I edit the menu while I'm offline?
No. Editing pauses while you're offline, and any change you just made saves once TripWorks is reachable again. You can still use the menu to get around.
Do reseller agents see this menu?
No. Reseller agents keep their own navigation. See How to navigate TripWorks as a reseller agent.
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