Creating and Managing Custom Links (Firm Admins) #

At the firm level, Firm Admins have the ability to create custom links that point to external resources. These links can be used to share tools, documents, portals, or any other external URL with firm users and/or clients.

What Are Custom Links? #

Custom links allow your firm to:

• Link to external resources (billing portals, document libraries, scheduling tools, websites, etc.)
• Control who can see each link (firm only, companies/clients, or both)
• Display these links directly in the platform navigation for easy access

How to Create a Custom Link #

1. From the Navy navigation bar, click Settings.
2. Navigate to Custom Links.
3. Click Add Custom Link.
4. Complete the setup:
   • Name the link (this is what users will see).
   • Paste the URL for the external resource.
   • Select an icon for visual identification.
   • Choose whether the link should open in a new tab
     • This is enabled by default.
5. Set visibility permissions:
   • Firm only
   • Companies / clients
   • Both
6. Click Add to save the link.

Where Custom Links Appear #

• Firm-level links appear in the Navy navigation bar.
• Company-level links appear in the Company (Sage) navigation bar.

If a link is shared only with the firm, it:

• Will appear in the Navy navigation bar
• Will not appear in company or client navigation

Example Use Case #

If you create a custom link for a billing portal and set visibility to Firm only:

• Firm admins and firm users will see it
• Clients will not see the link in their company navigation

Key Notes #

• Only Firm Admins can create and manage custom links.
• Visibility settings determine exactly who can access each link.
• Custom links do not duplicate automatically across firm and company views unless explicitly shared.