Customising the Menu Based on Your Role | Mobile

Customising the Menu Based on Your Role | Mobile

Commnia allows you to customise your mobile and tablet menu depending on your role. This helps ensure that the most relevant tools are front and centre for your daily tasks.


Step 1: Select Your Role

When you first log in to Commnia on mobile or tablet:



  1. You’ll be greeted with the Onboarding screen.


  2. Select your role from the listed options.



    • You can scroll through or use the search bar to find your role.




  3. Tap Next to continue.


Step 2: Preview the Suggested Menu


Based on your selected role, Commnia will suggest a set of relevant menu categories:


  • These are tailored to your job function.



  • You’ll see a preview of the suggested menu layout.


Step 3: Customise the Menu (Optional)


You can fully customise what appears in your menu:

Remove Items:


  • Tap Customise.



  • Press the X icon to remove individual items.



  • If an item is part of a group, confirming will remove all options in that group.


Add Items:


  • Tap Add Items.


  • Use the plus icon to:


    • Add entire groups.



    • Add individual tools from a group.


Step 4: Customise the Home Screen


In addition to the menu, you can tailor your Home Screen:


  • Tap the Home Screen icon.



  • Remove tools using the remove icon.



  • Add new tools via Add Items, just like in the menu.

  • Finalise by selecting Save.


Step 5: Customise the Quick Menu


The next step is customising your Quick Action Button:

  • Tap the Customise Button.

  • Each Tab can be customised

  • Remove tools using the remove icon.

  • Drag and Drop to re-arrange

  • Add new tools via Add Items, just like in the menu.

  • Finalise by selecting Save.



Summary

With role-based customisation, Commnia ensures that each user sees exactly what they need
Whether you're a Site Manager, Document Controller, or Estimator, your workspace is now tailored to how you work.


    • Related Articles

    • Document Register Overview | Mobile

      1. Accessing the document register To access the document register, you must first select a project and navigate to the home screen. Additional details located here. You can either search or manually scroll to select a project. Once you have selected ...
    • Create a New Contact | Mobile

      Only System Administrators can create internal user accounts. From the Main Menu, select Contacts. Tap the + button to create a new contact. By default Project Contact List will always be displayed. Complete the required detail fields for the new ...
    • How to Attach Forms to a Location | Mobile

      From Home, select QR Locations. The Locations list will be displayed. Tap View Details below a location that you wish to attach a form to. Once you have opened a location, tap the + button inline with Forms. You will be given 2 options; Create new ...
    • How to Attach Existing Forms to a Location | Mobile

      From Home, select QR Locations. The Locations list will be displayed. Tap View Details below a location that you wish to attach a form to. Once you have opened a location, tap the + button inline with Forms. You will be given 2 options; Create new ...
    • Photos Overview

      Commnia photos and videos allow users to store and keep record of images for each project. Accessing Photos From Home, navigate to Photos and Videos. Commnia Photos Key Features 1. Search The search feature is based on the photos description. Type in ...