> ## 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.

# Menu Organizer

> Rearrange, hide, and rename sidebar navigation items — with permission-based visibility and custom categories

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**

<Note>
  Requires **Tenant Admin** permissions.
</Note>

***

## How to organize the menu

<Steps>
  <Step title="Open the Menu Organizer">
    Go to **Settings → Customization → Menu Organizer**. You'll see your current menu structure organized into categories, each containing menu items.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add new categories">
    Click the **Add Category** button to create a new section. Name it and drag menu items into it.
  </Step>

  <Step title="Save">
    Click **Save** to apply changes. The new menu structure appears for all members immediately.
  </Step>
</Steps>

***

## Default menu items

| Item            | What it links to           | Module required    |
| --------------- | -------------------------- | ------------------ |
| **Dashboard**   | Home page with widgets     | Always available   |
| **Members**     | Member directory           | Users module       |
| **Groups**      | Group listings             | Groups module      |
| **Events**      | Event calendar             | Events module      |
| **Discussions** | Discussion forum           | Discussions module |
| **Files**       | Document storage           | Drive module       |
| **Fees**        | Payment and fee management | Payments module    |
| **Newsletter**  | Email campaigns            | Newsletter module  |
| **Courses**     | Learning management        | Courses module     |
| **Settings**    | Configuration              | Admin only         |

<Tip>
  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**.
</Tip>

***

## 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.

<Warning>
  Restoring defaults removes all your custom categories and permission settings. This cannot be undone — you'd need to reconfigure everything manually.
</Warning>

***

## 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

<AccordionGroup>
  <Accordion title="Members are confused by too many menu items">
    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.
  </Accordion>

  <Accordion title="I want different menus for different member types">
    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.
  </Accordion>

  <Accordion title="A menu item disappeared for all members">
    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.
  </Accordion>

  <Accordion title="The menu labels aren't matching my custom terminology">
    Menu item names follow your [Labels](/platform/customization/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.
  </Accordion>
</AccordionGroup>

***

## Related

* [Dashboard Organizer](/platform/customization/dashboard-organizer) — Customize the dashboard layout
* [Labels & Terminology](/platform/customization/labels) — Rename default terms platform-wide
* [Modules](/platform/organisation/modules) — Enable/disable features (controls which items are available to organize)