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How do I customize the navigation menu?

< 1 min read

Users whose role includes navigation-management permission can reorder menu items, hide items, edit their presentation, and add organization-specific links.

Reorder or hide menu items #

  1. Open Organization and select Customize Navigation.
  2. Drag items into the preferred order. Nested items remain grouped under their parent section.
  3. Use the eye control to show or hide an item.
  4. Use the edit control to change an editable item’s settings.
  5. Select Save Changes.

Customize Navigation screen with draggable menu items and custom-link controls

Add a custom link #

  1. Enter a label and a complete URL.
  2. Choose an icon.
  3. Choose whether the link opens in the same window or a new tab.
  4. Select Add Custom Link, then save the menu.

Reset the menu #

Select Reset to Default only when you intend to discard the organization’s navigation customizations. After any change, test the menu with both an administrator and a standard member because permissions can still hide inaccessible destinations. If a role can open this editor unexpectedly, a Super-Administrator should review that role’s effective permissions before anyone saves a change.

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