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Arrange the sidebar the way you work. Your changes affect only your own account. Your IT provider manages shared settings, templates, and user permissions.

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Before you start

  • Open Settings > User Settings and scroll to the Sidebar order card. Every signed-in user can use it.
  • The editor lists only the pages available to your account. Your MSP controls the default layout and which modules exist.
  • Nothing changes until you click Save order.

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Keep the desktop sidebar expanded

1

Open the sidebar

On desktop, move the pointer into the icon rail on the left, or tab into the navigation.
2

Dock it

Click Keep sidebar expanded beside the logo. The sidebar stays open and the page moves beside it.
3

Collapse it again

Click Collapse sidebar beside the logo to return to the icon rail. Moving the pointer back into the rail opens it again.
Your choice is remembered in this browser across page changes and reloads, and shared with other open tabs. If browser storage is unavailable, it lasts until the next full page load. On phones, click Toggle menu in the top bar to open the navigation. Docking is a desktop setting.
Expanded sidebar with the Collapse sidebar button beside the logo and Navigation settings positioned alongside it.

Docked desktop navigation in MSPortal Demo. Available pages depend on your account.

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Reorder pages and sections

1

Open Settings > User Settings

Scroll to the Sidebar order card.
2

Move pages

Drag the handle beside a page to move it within its section or into another section.
3

Create a section (optional)

Enter a Category name and click Add category. Drag pages into the new section. Click a custom section’s name to rename it, and use Move category up and Move category down to reorder it.Delete category returns the section’s pages to their default sections. It does not delete the pages or their records.
4

Save

Click Save order. Until you save, the editor shows Not applied until you save.
Sidebar order editor with page sections, Disabled modules, Save order, and Reset my order.

Personal layout editor in an MSP Demo session. Available pages depend on your account.

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Add a settings shortcut

1

Find the Settings panel

In Sidebar order, find the Settings panel. It lists the settings pages your account can open, such as Settings: Companies.
2

Drag a page into a section

Drag the settings page into the section where you want it. A page you have placed shows In sidebar in the panel.
3

Save

Click Save order.
A shortcut does not grant extra access. To remove one, click Remove from navigation and save.

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Hide or restore a page

1

Hide the page

Drag an unused page into Disabled modules, or click Remove from navigation on it.
2

Save

Click Save order.
3

Restore it later (optional)

Drag the page from Disabled modules back into a section, then click Save order.
An item marked Disabled by your administrator is locked by your MSP and cannot be restored here.
Hiding a page changes navigation only. It does not revoke permissions, disable an integration, or delete any records.

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Restore the default layout

1

Reset

In Sidebar order, click Reset my order. The editor loads your company or organization default.
2

Review and save

Check the layout, then click Save order. Reset alone does not save the change.
Custom links and dashboards that your administrator placed in the sidebar can be reordered here. New links and shared defaults are set in shared navigation settings by your MSP.

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Troubleshooting

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Frequently asked questions

No. Sidebar order is your personal layout. Your MSP manages company and organization defaults separately.
No. Removing a page from navigation only hides its sidebar entry.
Click Reset my order, review the staged default, then click Save order.