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Pin and unpin pages

Pin pages to create a personalized navigation menu for the pages you use most often.

Pinned pages help you create shortcuts for the pages you visit most often. Unpinning a page removes the shortcut from your pinned area but does not remove access to the page.

Examples of pages to pin:

  • customer accounts
  • subscriptions
  • invoices
  • payments
  • reports
  • revenue work areas
  • configuration pages
  1. Navigate to the page that you want to pin.
  2. Select the pin option for that page.
  3. Confirm that the page appears in your pinned area.
  4. To unpin a page:
    1. Go to your pinned pages list.
    2. Locate the page that you no longer need.
    3. Select the unpin icon.
    4. Confirm that the page is removed from your pinned list.