Action Centres — Areas & sections

Action Centres are organised into areas and sections. Areas are the top-level groupings shown in the left-hand navigation, each with its own name, icon and path name. Sections are folders inside an area that group related Action Centres together. This structure keeps large numbers of Action Centres tidy and easy to navigate.

Areas

An area is a top-level Action Centre grouping. Each area:

• Appears as an item in the left-hand navigation.
• Appears as a tab on Settings → Features → Action centres, where Action Centres and areas are managed.
• Has a searchable Area icon chosen from SwiftFox's icon library.
• Has a Path name that forms part of the address used to reach the area.

Use areas to separate broad domains of work — a finance area, a membership area and a cases area, for example — so each team lands in the right place. Some Action Centre types are best given an area of their own: see Organisation Action Centre (Document ID: 414).

Creating an area

1. Go to Settings → Features → Action centres.
2. Select Manage Areas, at the right-hand end of the tab strip.
3. Select Add area.
4. In the New Area panel, enter the Area name.
5. Choose an Area icon. Type in the field to search the icon library.
6. Enter the Path name. The product describes this as "Appears in the navigation URL."
7. Select Save.
8. Refresh the page. The new area now appears in the left-hand navigation and as a tab on the Action centres settings page.

You can also reach this from the arrow beside the Create Action Centre button, which offers Create new area.

The path name cannot be changed later

This is the one decision in this guide you cannot revisit. The Path name field carries the note:

Appears in the navigation URL. Cannot be changed after creation.

Once an area has been saved, its name and icon can still be edited, but its path name is fixed. If you need a different path, create a new area and move the Action Centres into it.

Because the path forms part of the address, it is worth choosing something short, lower-case and stable — the product's own example is membership. Avoid working a team name or a year into it if either is likely to change.

Managing existing areas

Open Manage Areas again to see the areas already set up, listed with their name and icon. From here you can edit an area's name and icon. The path name is fixed, as above.

Sections

Inside each area, Action Centres are grouped into sections. Sections let you cluster related Action Centres — for example grouping receipt-related Action Centres in one section and invoice-related ones in another.

• On the Action Centre landing page, an area's sections are listed down a second column, with their Action Centres grouped inside them.
• On Settings → Features → Action centres, the sections in the selected area are listed with the Action Centres they contain.
• A section is set on the Basics step of the Action Centre builder. The Section field reads "Type to add new or select existing", so you can pick an existing section or create one by typing a new name.

Sections are whatever your account creates — the sections you see in your own account are examples, not built-in defaults.

Organising existing Action Centres

From Settings → Features → Action centres, each Action Centre can be:

Each Action Centre in the list carries three controls:

• Edit action — reopens the Action Centre builder so you can change its name, icon, area, section, type-specific settings, columns, filters or permissions.
• Move action — opens a Move action panel: "Create a new folder or select an existing one to move this action centre into it." Use this to move the Action Centre between sections. You can also change the Section field on the builder's Basics step.
• Archive action — retires the Action Centre from active use while retaining it. An archived Action Centre offers Unarchive action in the same position, so the change can be undone. There is no delete control: archiving is how an Action Centre is retired.

Icons and path names

• Icons are chosen from a searchable library, both for areas and for individual Action Centres, giving the navigation a clear visual structure.
• Path names are set per area when the area is created, and become part of the address used to reach that area's Action Centres. They cannot be changed afterwards.

For the end-to-end flow of building an Action Centre inside an area and section, see Creating an Action Centre & permissions (Document ID: 152).