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Built for organizations that are not generic and should not read as if they were. Replaces custom development to change wording, navigation or a home page. Orgo runs thousands of very different organizations. The Customization section is where you make it fit yours: which languages members can use, what things are called, what the sidebar contains, what the dashboard shows, and how your existing data gets in. Settings sidebar scrolled to the Customization section, listing Workflows, eDocuments templates, Custom Domain, Languages, Texts, Menu Organizer, Dashboard Organizer, Dashboard Welcome and Import, with the demo-only Demo Data and AI Provisioning entries below them and the Developers section underneath Settings → Customization
Every page in this section requires ADMIN_TENANT. Local, HR and financial admins do not see the Settings area.

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What is in the section

Demo organizations get two extra entries, Demo Data and AI Provisioning, for loading sample content. They disappear once the organization is no longer marked as a demo.
The page called Labels in earlier documentation is Texts in the app. The doc page kept its address.

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A sensible order for a new organization

1

Languages

Decide the default and which languages members may pick. Doing this first means every later step, including your wording, is written against the right set.
2

Texts

Replace the handful of phrases that are wrong for your organization: Members to Scouts, Local Center to Troop. You fill in one column per enabled language, which is why languages come first.
3

Import

Bring in your existing records. Import structure before people so references resolve.
4

Menu Organizer

Hide what you do not use, promote what you do, restrict admin sections to the right permissions.
5

Dashboard Welcome

Write the greeting new members land on. This is the highest-read text you will write.
6

Dashboard Organizer

If you turned on Use Custom Dashboard, compose the dashboard sections and widget tiles.
All of it can be changed later. The reason to do languages and wording before inviting anyone is that early members otherwise learn the vocabulary you are about to replace.

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What Customization does not cover

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Troubleshooting

The Settings area needs ADMIN_TENANT. Local center admins, HR and financial roles do not have it, by design.
It appears only when Use Custom Dashboard is on, under Settings → Modules → Users & Profiles → Advanced Settings.
Wording and menu changes reach a member on their next page load or session start. A hard refresh clears anything stuck. Menu and dashboard edits are staged: neither applies until you press save.
Only per tool, and only where the tool provides it. The Menu Organizer has Reset to defaults. Text replacements are removed row by row. Dashboard categories are deleted individually. There is deliberately no single reset for the whole section.