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Built for organizations that use a subset of Orgo and want a sidebar that reflects it. Replaces telling members to ignore half the menu. The Menu Organizer edits the sidebar: the order of categories and items, their names and icons, who sees each one, and any custom links you add on top. Menu organizer with draggable categories, per-item permission dropdowns and the desktop and mobile preview toggle Settings → Customization → Menu Organizer
Requires the Orgo administrator flag. Changes are held locally until you press save (which stays greyed out until you have changed something); nothing is applied as you drag.

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How the sidebar is built

The sidebar has two sections, and members switch between them:
  • Community: the Main category, Groups and Projects.
  • Administration: Communication, Finance and Management.
The Menu Organizer edits the Community categories. The Administration categories (Chapter Info, Communication, Finance, Management and Settings) are managed by Orgo and are not listed in the editor: their contents are already permission-scoped so that a member only sees what their role unlocks. CRM Mode (unified menu) is a switch at the top right of the page. Turning it on merges everything into a single list and drops the Groups category, which suits organizations that use Orgo as a contact database rather than a community. In CRM mode the Administration categories become editable in the organizer too. A second switch, Keep Groups in the CRM menu, appears beside it and puts Groups back into the unified list.

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Editing the menu

1

Reorder

Drag a category by its grip handle to move it, or drag an item between categories. Categories with a padlock instead of a handle cannot be moved.
2

Rename

Click a category name to edit it inline. For an item, click the pencil next to it (or double-click the name) and type a replacement. Enter confirms, Escape discards.
3

Change an icon

Click the icon next to an item. The picker has an Icons tab with a searchable icon list and an Emoji tab.
4

Restrict who sees it

Every category and every item has a permission dropdown. Tick one or more permissions; the entry then shows for anyone holding any of them. Leave it empty for All permissions, meaning every member.
5

Restrict by user type

Where your organization uses user types, a second dropdown limits the entry to selected types. The default is All user types.
6

Hide an item

The x on an item hides it without deleting it. Hidden items stay in the list, greyed out, with a + to restore them.
7

Save

Click save. The new sidebar applies for everyone.
An item’s permission cannot be looser than its category’s. The dropdown greys out any permission weaker than the one already set on the category above it.

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Permissions you can assign

The dropdown groups permissions by tier. Which ones appear depends on your enabled modules and structure. Orgo administrator is offered as a separate top entry: it restricts an entry to accounts that carry the Orgo administrator flag. Note that an organization-wide Admin permission is a different, weaker thing than that flag; see Permissions. The two dropdowns at the top left of the page are filters, not settings. Pick a permission or a user type there to preview which entries that audience would see.

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Default menu contents

This is what a new organization starts with. Items whose module is off never render, whatever the Menu Organizer says. Some entries added to Orgo since an organization was set up (Reports, for example) are added to its sidebar automatically. Community → Main Community → Groups and Community → Projects are generated from your actual groups and projects. The editor shows their headers only, never their contents, so neither can be reordered internally. In the default menu both are also marked as not modifiable, which is why they carry a padlock instead of a grip handle. Projects requires the project management module. The Groups header carries three extra buttons: Manage group categories, Colors (the bullet colour per group kind) and Emojis (an emoji per group, replacing its bullet). Administration → Chapter Info: the chapter’s own details page. Local centers module. Administration → Communication: Email campaigns, Campaign templates, Lists & Segments, Newsletter subscription, Email Log. Administration → Finance: Products, Payments, Subscribers, Local products, Fee payments, Local members fees, Invoices. Administration → Management: Adhesions, Contacts, Badges, Resignation requests, Merge Records, Waitlist, Transfer requests, Moderation queue, Database Queries, e-Documents, Forms, Reports, Companies, Organisation Settings. Administration → Settings (chapter level): Membership fees, Waitlist and Stripe integration for a chapter’s own admins.
Home cannot be renamed, moved, hidden or permission-scoped. It is the fixed entry point.
On a phone, the sidebar menu lists a member’s groups and group categories (five at first, then a Show more row that expands the rest). Projects are not shown in the phone menu.
Add new category creates an empty category you can name, order, permission-scope and fill. New link on a category adds a custom entry. Two kinds: Inline New link form on a menu category with the title field, the Link and Discussion Category radio options and the Full URL input Custom links carry the same permission and user type controls as built-in items, and can be renamed and re-iconed the same way.

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The bottom bar on phones

On a phone, members also get a floating bar at the bottom of the screen with up to five tabs. It follows the same menu, so you do not configure it separately. Hiding Events, Voting or Files, or restricting them with a permission or user type, removes the tab for the members who cannot see the entry. The bar is hidden while the phone’s sidebar menu is open.

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Previewing and resetting

The Desktop and Mobile buttons at the top switch the preview. The mobile view is read-only: it shows the Community and Administration tabs as members see them, with the reminder that changes are made in Desktop mode. Reset to defaults reloads Orgo’s standard menu. It asks for confirmation, then stages the reset like any other edit: nothing is applied until you press save, so you can navigate away to abandon it.
Resetting discards every custom category, custom link, rename, icon change and permission restriction. There is no undo once saved.

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Troubleshooting

Check, in order: the module it belongs to is still enabled under Settings → Modules (a disabled module hides its entries regardless of this page), the item is not hidden (greyed with a +), and its category’s permission is not narrower than you intended.
Both are generated categories, built from your live groups and projects. The editor never lists their contents, and the default menu marks them as not modifiable, so they show a padlock. Groups gets its own colour, emoji and category tools from the buttons on its header.
Expected in normal mode: the Administration categories are managed by Orgo. Turn on CRM Mode (unified menu) if you need them in the editable list.
The bar reads the same menu as the sidebar. The tab is hidden when the entry is hidden here, when its category or the entry is restricted to a permission or user type you do not have, or, if the menu has no such entry, when the module is off under Settings → Modules. Home and Groups are always there.
The category above it is already restricted to a stronger permission. An item cannot be visible to a wider audience than its category. Loosen the category first.
A rename here is a single piece of text used in every language. If you need per-language wording, use Texts instead, which has a column per language.
The organizer is a staging area. Every action, including Reset to defaults, only applies after save.
  • Texts - per-language wording changes across the whole interface
  • Modules - what is available to put in the menu at all
  • Permissions - what each permission actually unlocks
  • Dashboard builder - the dashboard equivalent
  • Customization - everything under Settings → Customization