> ## Documentation Index
> Fetch the complete documentation index at: https://orgo.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Customization

> Make Orgo match your organization — language, terminology, navigation, dashboard, and data import

Orgo is designed to work for thousands of different organizations, but your scouting troop isn't an engineering company. Customization lets you change the language, rename "Members" to "Scouts", rearrange the sidebar, configure the dashboard, and import your existing data — all without writing code or touching the underlying system.

**Settings → Customization**

<Note>
  All customization features require **Tenant Admin** permissions. Only organization administrators can access the Settings menu.
</Note>

***

## What you can customize

<CardGroup cols={2}>
  <Card title="Languages" icon="globe" href="/platform/customization/languages">
    Enable multiple languages so members use Orgo in their preferred language. Supports 11 languages including English, French, German, Spanish, Romanian, and more.
  </Card>

  <Card title="Labels & Terminology" icon="font" href="/platform/customization/labels">
    Rename "Members" to "Scouts", "Groups" to "Patrols" — match Orgo's vocabulary to yours. Override any default term per language.
  </Card>

  <Card title="Menu Organizer" icon="bars" href="/platform/customization/menu-organizer">
    Rearrange, hide, or rename sidebar navigation items. Create custom categories and control visibility by role and user type.
  </Card>

  <Card title="Dashboard Organizer" icon="grid-2" href="/platform/customization/dashboard-organizer">
    Choose which widgets appear on the member dashboard and in what order. Drag-and-drop categories with different layout types.
  </Card>

  <Card title="Dashboard Welcome" icon="hand-wave" href="/platform/customization/dashboard-welcome">
    Create a personalized welcome message with dynamic fields and target different messages to different user types.
  </Card>

  <Card title="Data Import" icon="upload" href="/platform/customization/import">
    Bulk-import members, local centers, roles, events, badges, products, and more from CSV files.
  </Card>
</CardGroup>

***

## Recommended setup order

When setting up a new organization, customize in this order to avoid rework:

<Steps>
  <Step title="Set the default language">
    Go to **Settings → Customization → Languages**. Enable the languages your members speak and set the primary default. Do this first so everything is in the right language from day one.
  </Step>

  <Step title="Customize terminology">
    Go to **Settings → Customization → Labels**. Rename the 5-6 terms that differ for your organization (e.g., "Members" → "Scouts") before anyone sees the platform. You'll need to provide translations for each active language.
  </Step>

  <Step title="Import existing data">
    Go to **Settings → Customization → Import Data**. Bring in your member database from CSV. Import in this order: Local Centers first, then Roles/User Types, then Members — so references resolve correctly.
  </Step>

  <Step title="Organize the sidebar menu">
    Go to **Settings → Customization → Menu Organizer**. Hide modules you're not using, move important items to the top, and set permission-based visibility for each category.
  </Step>

  <Step title="Configure the dashboard">
    Go to **Settings → Customization → Dashboard Organizer**. Pick 3-5 widgets that matter most — upcoming events, recent discussions, quick links — and arrange them by priority.
  </Step>

  <Step title="Write a welcome message">
    Go to **Settings → Customization → Dashboard Welcome**. Greet members with a personalized message. Use dynamic fields to personalize the greeting and target specific user types if needed.
  </Step>
</Steps>

<Tip>
  You can change all of these settings at any time. But getting languages and labels right before inviting members saves confusion — members won't see outdated terminology during onboarding.
</Tip>

***

## Real-world example

> **Scenario**: A national scouting organization with 5,000 members across 150 troops, operating in French and German.

1. **Languages**: Enable French (default) and German. Members choose their preference on first login.
2. **Labels**: Rename "Members" → "Scouts", "Groups" → "Patrols", "Local Center" → "Troop", "Events" → "Activities".
3. **Import**: Upload troop list (CSV with troop names and regions), then import scout database with troop assignments.
4. **Menu**: Hide "Fees", "Newsletter", and "Courses" since the org doesn't use them yet. Move "Activities" (events) to the top.
5. **Dashboard**: Enable Upcoming Activities, My Patrol, and a Welcome Message.
6. **Welcome**: A personalized greeting using dynamic fields — each scout sees their own name and troop.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the Customization section in Settings">
    Customization requires **Tenant Admin** permissions. If you're a local admin or regular member, ask your organization's main administrator for access.
  </Accordion>

  <Accordion title="Changes I made aren't visible to members">
    Most customization changes apply immediately. If members don't see updates, ask them to refresh their browser. For language and label changes, members may need to log out and back in for all cached text to update.
  </Accordion>

  <Accordion title="I want to undo all customizations and start fresh">
    Each customization tool has its own reset option. The Menu Organizer has a "Restore Defaults" button. For labels, clear individual overrides. For the dashboard, remove categories and re-add the defaults. There's no single "reset everything" button — this prevents accidental resets.
  </Accordion>
</AccordionGroup>

***

## Related

* [Branding](/platform/organisation/branding) — Visual customization (logos, login background)
* [Modules](/platform/organisation/modules) — Enable/disable platform features
* [Organization Info](/platform/organisation/organisation-info) — Name, contact details, and financial settings