Menu access

Menu access decides which sections are on each person’s left menu, so everyone sees the part of Ansvisor they use. A Brand & PR manager can work without Content and Audit in the way; an agency partner can see only the content work. It only hides. A section off someone’s menu still opens from a link, and what their role can do there doesn’t change. To change what someone can do, change their role in Settings → Team.

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Fold a group

Each titled group on the left menu, Analytics and Execution, folds under its title: click the title, and the chevron on its right turns. The menu opens with every group open; a folded group stays folded in that browser and opens by itself on one of its pages. Chat and Agent Center above the groups, and Reports and Competitors below them, have no title and don’t fold. With the menu narrowed to icons, every item shows.

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Who changes menus

Admins change menus, and can let managers do it too: in Settings → Menu access → Who can change menus, switch a manager on. A manager who changes menus sees Menu access in Settings, and nothing else of the admins’ settings. They change what each role sees and every non-admin’s menu, never an admin’s. Only admins choose who changes menus. A manager who becomes another role stops changing menus. Someone who leaves the organization leaves their menu behind.

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Choose what each role sees

Settings → Menu access → Sections each role sees lists the left menu’s sections, by its groups, with a column for each role. Tick what a role sees; each box is saved as you click it.

• Admin is always Everything.
• Action Center is on everyone’s menu and can’t be turned off: it’s where the work is.
• Use a set… fills a role’s column from a work area’s ready-made set (below), or Everything. Adjust it from there.

Until an admin hides something, every role sees every section.

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Change one person’s menu

Settings → Menu access → People lists everyone but the admins. Each person shows:

• their role;
• the work areas they picked;
• their menu: named after their role, like Analyst’s menu, or Custom: +Prompts, −Content when it differs from their role’s;
• how many sections it keeps.

Customize opens their sections, ticked as their role has them:

• tick or untick a section to show or hide it for that person alone, even one their role hides;
• a change from the role is marked shown for them or hidden for them;
• each box is saved as you click it;
• Use Analyst’s menu (named after their role) takes their changes back.

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Pick what you work on

Each person can say what they work on or lead. Their menu then keeps only those areas’ sections: Mentions and Citations are tabs of Visibility, and stay sections of their own: a menu without them shows Visibility with the tabs it keeps. Pick one or more; none means every section. Settings is always on the menu, with your API keys and MCP. What do you work on? is asked once:

• when you sign up, after your competitors and before you choose a plan;
• when you join from an invitation, on your first sign-in, with the workspace’s name and your first name, like Welcome to Acme Workspace, Ada;
• on a self-hosted install, the first time the admin opens the dashboard.

Skip: show me everything keeps every section. Change your answer any time in Settings → Account → Your work areas, which also shows your menu and why a section is off it: Hidden by your admin or Not in your work areas.

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How a menu is worked out

A person’s menu is:

1. their role’s sections;
2. changed by their own exceptions (People → Customize);
3. narrowed to the sections of their work areas, when they picked any.

Action Center always stays. Nobody takes a section off an admin’s menu; only an admin’s own work areas narrow it. A section added to Ansvisor later is on everyone’s menu until someone hides it. When something is off your menu, the bottom of the sidebar says how much, as 3 sections off your menu, with Change leading to your work areas.