Skip to main content
The Menu Organizer lets you control what members see in the sidebar. Organize items into categories, hide features you don’t use, reorder by drag-and-drop, and restrict visibility by role or user type. Settings → Customization → Menu Organizer
Requires Tenant Admin permissions.

​
How to organize the menu

1

Open the Menu Organizer

Go to Settings → Customization → Menu Organizer. You’ll see your current menu structure organized into categories, each containing menu items.
2

Reorder categories and items

Use the drag handles (the grip icon on the left) to drag categories or individual items up or down. Items at the top appear first in the sidebar.
3

Edit category names

Click on a category name to edit it inline. Categories act as section headers in the sidebar — name them to help members find what they need.
4

Set permission-based visibility

Each category can be restricted by role level. Click the permission dropdown on a category to choose who sees it:
  • All permissions — visible to everyone
  • Tenant Admin — only organization-level admins
  • HR — HR managers at organization, local, or regional level
  • Financial — financial managers at any level
  • Local Center Admin — local group administrators
  • Regional Admin — parent local center administrators
5

Filter by user type (optional)

If your organization uses user types, you can restrict categories to specific user types. Only members with that user type will see the category in their sidebar.
6

Add new categories

Click the Add Category button to create a new section. Name it and drag menu items into it.
7

Save

Click Save to apply changes. The new menu structure appears for all members immediately.

​
Default menu items

ItemWhat it links toModule required
DashboardHome page with widgetsAlways available
MembersMember directoryUsers module
GroupsGroup listingsGroups module
EventsEvent calendarEvents module
DiscussionsDiscussion forumDiscussions module
FilesDocument storageDrive module
FeesPayment and fee managementPayments module
NewsletterEmail campaignsNewsletter module
CoursesLearning managementCourses module
SettingsConfigurationAdmin only
Only enabled modules show in the menu. If you don’t see an expected item, check that the corresponding module is enabled in Settings → Organization → Modules.

​
Common setups

​
Minimal menu (simple community)

Show only what members need:
  • Dashboard, Members, Events, Discussions
  • Hide: Files, Fees, Newsletter, Courses, Contacts
A clean sidebar with 5-6 items is easier to navigate than 12.

​
Events-focused (activity-heavy organization)

Move Events to the top of the menu since it’s the most-used feature. Create a category called “Activities” and place Events, Calendar, and Groups inside it.

​
Role-separated menu (large organization)

Create separate categories:
  • “For Everyone” — Dashboard, Events, Discussions (all permissions)
  • “Management” — Members, Stats, Newsletter (HR/Admin permissions only)
  • “Finance” — Fees, Products, Donations (Financial permissions only)
This way, regular members see a clean 3-item menu while admins see the full set.

​
Restoring defaults

Click the Restore Defaults button at the top of the Menu Organizer to reset the menu to the platform default layout. This undoes all reordering, category changes, and permission restrictions.
Restoring defaults removes all your custom categories and permission settings. This cannot be undone — you’d need to reconfigure everything manually.

​
Real-world example

Scenario: A sports federation with 10,000 members — athletes, coaches, referees, and administrative staff.
  1. Category: “My Sport” (all permissions) — Dashboard, Events (renamed “Competitions”), Groups (renamed “Teams”)
  2. Category: “Community” (all permissions) — Discussions, Files
  3. Category: “Coaching” (user type: Coach only) — Courses, Stats
  4. Category: “Administration” (HR/Admin permissions) — Members, Newsletter, Fees, Settings
Result: Athletes see a simple 5-item menu. Coaches see an extra “Coaching” section. Administrators see everything including management tools.

​
Troubleshooting

Hide modules you’re not actively using by removing them from visible categories. You can always add them back later. Aim for 5-7 items maximum for regular members — put admin tools in permission-restricted categories.
Use the permission level and user type filter on each category. Create separate categories for different audiences and set the appropriate restrictions. Members only see categories they have access to.
Check three things: (1) the item is still in a visible category, (2) the category doesn’t have a restrictive permission level set, (3) the corresponding module is still enabled in Settings → Organization → Modules. Disabling a module hides its menu items regardless of Menu Organizer settings.
Menu item names follow your Labels customizations automatically. If you renamed “Members” to “Scouts” in Labels, it should appear as “Scouts” in the sidebar too. If it doesn’t, try a hard refresh (Ctrl+Shift+R) to clear the browser cache.