> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omni.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Customizing your organization's navigation sidebar

> Build a custom sidebar for your organization with a visual, drag-and-drop editor and live preview.

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.

<Tip>
  **Embedding Omni?** Create a custom sidebar for a curated, branded navigation experience.
</Tip>

## 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:

| Type                                                                     | Links to                               | Visibility                                                |
| ------------------------------------------------------------------------ | -------------------------------------- | --------------------------------------------------------- |
| <Icon icon="table-columns" className="icons" /> **Built-in**             | An Omni page, such as **My documents** | All users                                                 |
| <Icon icon="up-right-from-square" className="icons" /> **External link** | An external page                       | All users                                                 |
| <Icon icon="folder" className="icons" /> **Content**                     | An existing folder or document in Omni | Users with at least **Viewer** permissions on the content |

<h3 id="default-sidebar">
  Default sidebar
</h3>

Omni's default sidebar contains all possible built-in pages. See [Navigating Omni](/content/navigate) for more information about these pages.

## Requirements

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

<h2 id="custom-sidebar">
  Creating a custom sidebar
</h2>

An Omni organization can have one custom sidebar in use at a time. Customizing it starts from the [default sidebar](#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](#save-discard).

<h3 id="add-groups">
  Adding groups
</h3>

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](#add-item).

<h3 id="add-item">
  Adding items to groups
</h3>

To add a new item to an existing group:

1. In a group, click <Icon icon="plus" className="icons" /> 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.
     <Note>
       When content that isn't shared with the organization is selected, a <Badge color="gray" icon="lock" size="sm">Some members</Badge> badge will display next to the content item. Users that don't have access to the content won't see it in the sidebar.
     </Note>

3. **Optional.** Enter a display label for the item. Leave empty to use the default label.

   <Note>
     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](/share), page titles, browser tabs, etc.
   </Note>

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.

<h3 id="reorder">
  Reordering items and groups
</h3>

Drag a group or row by its handle <Icon icon="grip-vertical" iconType="solid" className="icons" /> 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 icon="ellipsis-vertical" className="icons" /> icon and selecting **Move up** or **Move down**.

<h3 id="edit">
  Editing items
</h3>

To update an existing item, click its <Icon icon="ellipsis-vertical" className="icons" /> 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.

<h3 id="delete">
  Deleting items
</h3>

To delete a group or item, click its <Icon icon="ellipsis-vertical" className="icons" /> icon and select **Delete**. Deleting a group also deletes all the items it contains.

<Note>
  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.
</Note>

<h2 id="save-discard">
  Saving and discarding changes
</h2>

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**.

<h2 id="export">
  Exporting a sidebar
</h2>

Exporting a sidebar copies a sidebar's JSON configuration to your clipboard. Click the <Icon icon="ellipsis-vertical" className="icons" /> icon near the top right corner of the page, then **Export**.

```json expandable theme={null}
{
  "groups": [
    {
      "id": "home",
      "items": [
        {
          "builtinId": "home",
          "type": "builtin"
        },
        {
          "builtinId": "chat",
          "type": "builtin"
        },
        {
          "builtinId": "routines",
          "type": "builtin"
        },
        {
          "builtinId": "skills",
          "type": "builtin"
        }
      ]
    },
    {
      "id": "personal",
      "items": [
        {
          "builtinId": "favorites",
          "type": "builtin"
        },
        {
          "builtinId": "my-documents",
          "type": "builtin"
        },
        {
          "builtinId": "activity",
          "type": "builtin"
        }
      ]
    },
    {
      "id": "shared",
      "items": [
        {
          "builtinId": "hub",
          "type": "builtin"
        },
        {
          "builtinId": "shared-with-me",
          "type": "builtin"
        }
      ]
    },
    {
      "id": "all",
      "items": [
        {
          "builtinId": "all",
          "type": "builtin"
        },
        {
          "builtinId": "trash",
          "type": "builtin"
        }
      ]
    }
  ],
  "version": 1
}
```

<h2 id="import">
  Importing a sidebar
</h2>

To import a sidebar:

1. Click the <Icon icon="ellipsis-vertical" className="icons" /> icon near the top right corner of the page.
2. Click **Import**.
3. Paste a sidebar [exported from this page](#export).
4. Click **Import.**
5. **Optional.** Change the layout in the editor if needed.
6. When finished, [save your changes](#save-discard).

## Next steps

* [Organization settings](/administration/settings)