Customizing your navigation with Team Essentials and My Pins

Guru's left navigation can be tailored for your whole team or just for you. Admins can pin the most important resources to a shared Team Essentials section, while every user can build their own shortcut list with My Pins.

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Access Required

Team Essentials: Admin access is required to manage workspace pins. My Pins: Any Guru user can pin items they have access to.

Understanding the Home tab

The Home tab in the left navigation is your starting point in Guru. It shows two sections:

• Team Essentials — resources your admin has pinned for the whole team or for your group. These appear at the top and are read-only for users.
• My Pins — your personal shortcuts, which you manage yourself below Team Essentials.

Managing Team Essentials (admins)

Setting up Team Essentials

1. In Guru, go to Manage → Team Essentials.
2. Click Add a resource to search for an agent, page, or collection.
3. Select the item you want to pin. It appears in the Team Essentials table.
4. Drag rows to reorder them — the order here is the order users see.

Each pinned resource uses its own existing permissions. If a user doesn't have access to a pinned item, it won't appear for them.

✍ Note: Team Home (the house emoji pin) is included by default as the starting point for the workspace. Admins can remove it if needed.

Previewing what users see

1. From Manage → Team Essentials, open the Preview as dropdown.
2. Select a user or group to see which Team Essentials pins are visible to them.
3. A banner shows how many items are hidden from that user based on their permissions.
4. Preview mode is read-only — exit it to make edits.

Managing My Pins (all users)

Adding a pin

1. Click the + button in the My Pins section on the Home tab.
2. Search for an agent, page, or collection and select it.

You can also pin items from their action menu — look for the Pin option on any agent, page, or collection.

Pinned items appear in My Pins on the Home tab and also at the top of their respective section: pinned pages appear at the top of the Pages panel, pinned collections at the top of Collections, and pinned agents at the top of Agents.

Reordering and removing pins

• Reorder. Drag pins up or down to change their order.
• Remove. Click the unpin icon on any pin and confirm in the dialog.

My Pins are personal — other users can't see or change them.

Frequently asked questions about Team Essentials and My Pins

Can users reorder or remove Team Essentials pins? No. Team Essentials pins always appear at the top of the Home tab and are read-only for users. Users can manage only their own pins in the My Pins section.

What happens if an admin pins something a user doesn't have access to? It won't appear for that user. Pinned items always respect the item's existing permissions.

What is the Team Home pin? Team Home is a default workspace pin (house emoji) that serves as the starting point for the workspace. Admins can remove it if they choose.

Can I pin the same item to both Team Essentials and My Pins? Yes. A workspace pin and a personal pin can point to the same resource.