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Custom Module Links with Role & Account-Based Visibility

Custom Module Links in Patient Copilot’s Whitelabel Customizer now offer advanced control over who can see specific navigation links and where they appear. By combining role-based visibility with account targeting, admins can create a cleaner, more relevant user experience while protecting sensitive resources. * * * ## What is Custom Module Links with Role & Account-Based Visibility? Custom Module Links allow you to add external or internal links directly into your app’s navigation menu. With the introduction of role-based and account-based visibility, these links are no longer static—they can now be tailored to specific users and locations for a more controlled and personalized experience. This enhancement enables admins to define whether a link should be visible to all users or restricted to admins, as well as limit its appearance to selected accounts (locations). As a result, navigation becomes more intentional, secure, and aligned with operational needs. * * * ## Key Benefits of Custom Module Links with Role & Account-Based Visibility Understanding how this feature improves usability and control can help you better structure your app navigation and user experience. - Targeted Visibility: Display links only to specific users or roles, ensuring relevance and reducing clutter

  • Improved Security: Restrict sensitive or internal links to Admin users only
  • Account-Specific Customization: Tailor navigation experiences for different accounts or client locations
  • Controlled Rollouts: Test new links with a limited group before releasing them broadly
  • Centralized Configuration: Manage title, URL, icon, account selection, and visibility in one place * * * Role-based visibility determines which users can see a custom module link based on their assigned role. This ensures that only the appropriate users have access to certain navigation items, improving both usability and security. - All Users: The link is visible to all users within the selected accounts
  • Admin Only: The link is restricted to users with Admin-level access Example Use Cases: - Internal dashboards visible only to admins
  • Training resources available to all team members * * * ## Account (Location) Targeting Account targeting allows you to control where a custom module link appears by selecting specific accounts (locations). This ensures that only relevant users within those accounts see the link. - Select one or multiple accounts where the link should appear
  • Leave unselected accounts excluded from visibility Example Use Cases: - Client-specific resources for individual locations
  • Region-based tools or integrations * * * ## Unified Custom Module Configuration All settings for custom module links are now managed within a single Add/Edit Module popup. This unified interface simplifies the setup process and reduces the need for multiple configuration steps. Within this popup, you can: - Enter the Title of the link
  • Add the URL destination
  • Choose an Icon for visual identification
  • Select Accounts (Locations)
  • Define Role-Based Visibility * * * ## How To Setup Custom Module Links with Role & Account-Based Visibility Proper setup ensures that your custom links appear only where intended and are accessible to the right users, helping maintain a clean and secure navigation experience. 1. Navigate to Mobile App in your agency left pane.!(https://assets.patientcopilot.ai/77123c723946b0cb.png) 2. Select Customize App to make the changes.!(https://assets.patientcopilot.ai/d80119858e6908c4.png)
  1. Enter the Title, and URL!(https://assets.patientcopilot.ai/017a0b4e85e926ab.png)!(https://assets.patientcopilot.ai/77ed9b45a4f0f844.png) 4. Choose App Logo through Branding.!(https://assets.patientcopilot.ai/10423217a3aed8ce.png)
  2. Click “Add New” to create new modules.!(https://assets.patientcopilot.ai/6450c67d93240ace.png)!(https://assets.patientcopilot.ai/7645b20897bf6452.png)
  3. Click Save * * * ## Frequently Asked Questions **Q1: What happens if I don’t select any accounts? **If no accounts are selected, the link may not appear in any location. It’s recommended to explicitly choose the accounts where the link should be visible. **Q2: Can I assign visibility to roles other than Admin or All Users? **Currently, visibility is limited to All Users or Admin Only. **Q3: Can I edit visibility settings after creating a link? **Yes, you can update role visibility and account selection at any time by editing the custom module. **Q4: Will users be notified when new links are added? **No automatic notifications are sent. Users will see the link appear in their navigation based on the visibility settings. **Q5: Can I use this feature to hide links temporarily? **Yes, by adjusting account selection or role visibility, you can effectively control when and where links are visible. **Q6: Does this affect existing custom module links? **Existing links may need to be reviewed and updated to take advantage of the new visibility controls. * * * ## Related Articles - Whitelabel Customizer Overview