The UI settings page customizes what your team sees in the navigation and how the product reads to them. This is admin/owner only.
Tabs on the page
- Sidebar — which sections appear in the left navigation, in what order, with what labels and icons.
- Vocabulary — relabel domain terms ("opportunities" → "deals", "accounts" → "customers") so the product matches how your team talks.
- Views — per-entity default view mappings — which list view loads when a user lands on a module's root.
Common tasks
- Edit a sidebar item's label to match your team's vocabulary.
- Hide a sidebar item for roles that don't use it.
- Override a domain term under Vocabulary. The change ripples across the product.
- Set a default view for an entity — the view that loads first when someone opens that module.
- Save as draft, then publish — most edits stage as a draft so you can preview before pushing org-wide.
Tips
- Don't rename core entities you're going to discuss with Vertiqa support. Your support call gets harder when "leads" means something else in your tenant.
- Use the preview before publishing. Live UI changes that surprise your team produce support tickets.