Skip to main content
Use the Settings > Sidebar editor to control what users in your Omni organization see in the navigation sidebar. Instead of Omni’s default list of pages, you can reorder items, rename them, remove ones your organization doesn’t use, and add items for specific content or external links, like a support site or internal wiki.
Embedding Omni? Create a custom sidebar for a curated, branded navigation experience.

​
How it works

The Omni sidebar is made of at least one group. Each group contains items, which can point to a built-in Omni page, an external link, or an existing piece of content in the organization:

​
Default sidebar

Omni’s default sidebar contains all possible built-in pages. See Navigating Omni for more information about these pages.

​
Requirements

Organization Admin permissions are required to access and modify sidebar settings.

​
Creating a custom sidebar

An Omni organization can have one custom sidebar in use at a time. Customizing it starts from the default sidebar: add or remove groups and items, then reorder and relabel items to match your organization’s needs. Your changes stay in a draft until you save them.

​
Adding groups

To add a new navigation group:
  1. In the sidebar, click Settings > Sidebar.
  2. Click + Add group.
  3. Enter a display label for the group.
  4. Add items to the group.

​
Adding items to groups

To add a new item to an existing group:
  1. In a group, click to open the add menu.
  2. Choose an item type:
    • Built-in - Select an Omni page not currently in the sidebar. This option will be disabled if all Omni pages are already included.
    • External link - When prompted, specify a Label and URL, and whether the link should open in a new tab.
    • Content - When prompted, select the content from the content picker.
      When content that isn’t shared with the organization is selected, a Some members badge will display next to the content item. Users that don’t have access to the content won’t see it in the sidebar.
  3. Optional. Enter a display label for the item. Leave empty to use the default label.
    If you specify a custom label for a built-in item, the label will be used everywhere else it appears in Omni. For example, the Share dialog, page titles, browser tabs, etc.
  4. Optional. Click the icon to the left of the item’s display label to select a custom icon, or click Remove icon to restore its default.

​
Reordering items and groups

Drag a group or row by its handle to reorder it. Items can be reordered within their existing group or moved to a different group. You can also move groups by clicking its icon and selecting Move up or Move down.

​
Editing items

To update an existing item, click its icon. The options in this menu depend on the item type:
  • Built-in - If you customized the display label, select Reset to defaults to use the default label instead. This option is disabled if the item’s display label hasn’t been customized.
  • External link - Select Edit link to update the item’s label, URL, or how it opens when clicked.
  • Content - Select Edit to change the content the item links to.

​
Deleting items

To delete a group or item, click its icon and select Delete. Deleting a group also deletes all the items it contains.
Sidebars must have at least one group. You won’t be able to delete a group if it’s the only group in the sidebar.

​
Saving and discarding changes

Changes are held in a draft scoped to your browser session until you save them, so reloading the page doesn’t lose your changes. When finished, click Save to apply the customized sidebar to your organization. To delete the changes and revert to the last saved sidebar, click Discard.

​
Exporting a sidebar

Exporting a sidebar copies a sidebar’s JSON configuration to your clipboard. Click the icon near the top right corner of the page, then Export.

​
Importing a sidebar

To import a sidebar:
  1. Click the icon near the top right corner of the page.
  2. Click Import.
  3. Paste a sidebar exported from this page.
  4. Click Import.
  5. Optional. Change the layout in the editor if needed.
  6. When finished, save your changes.

​
Next steps