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Shape MSPortal’s left-hand navigation to match how your team works. You can reorder pages, group them into your own sections, hide modules you do not use, add up to 20 custom links to outside tools, pin dashboards, and add settings shortcuts. This page is for MSP admins who set defaults for everyone. Each person can also arrange their own sidebar (see Arrange your personal sidebar).

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Before you start

  • You need a role with Navigation settings permission to open Settings > Customization > Navigation. Without it, the page does not appear in the settings menu.
  • Sidebar layouts cascade across three levels. A lower level overrides the one above it.
  • Custom links and the Dashboards panel appear in the tenant default and company editors. The personal editor covers reordering, custom sections, settings shortcuts, and hiding modules.
Navigation settings Applies to selector with All companies default selected.

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Keep the desktop sidebar expanded

This setting is saved per browser and is available to every user.
1

Open the sidebar

On desktop, move the pointer into the icon rail on the left, or tab into the navigation. The sidebar opens.
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, group and hide pages

1

Open the Navigation editor

Go to Settings > Customization > Navigation. The left column mirrors your sidebar, with the built-in sections (Planning, Operations, Protection, and MSP Tools) and every page inside them. Check the Applies to selector at the top so you edit the layout you intend.
2

Reorder pages

Grab the handle next to a page and drag it up, down, or into a different section.
3

Create your own section

Type a name in Category name and click Add category. Drag pages into the new section. Click a custom section’s title to rename it, and use Move category up and Move category down to reorder it. Delete category returns its pages to their default sections.
4

Hide a module

Drag a page into the Disabled modules panel, or click Remove from navigation on the page. Hidden modules disappear from the sidebar for the affected users.
5

Save

Click Save order. Until you save, the editor shows Not applied until you save.
To return to the baseline layout, click Reset default (tenant default) or Reset company override (company editor). Reset stages the baseline, so click Save order to apply it.
Disabling a module only hides it from the sidebar. It does not change what users can access. Manage access with user roles.
Add your own links to the sidebar, such as documentation sites, vendor portals, or internal tools. Custom links always open in a new tab.
1

Open the Navigation editor

Go to Settings > Customization > Navigation. The Custom links panel appears to the right of the sidebar layout.
2

Create a link

Enter a link name and a URL, then click Add link. Only HTTP and HTTPS URLs are accepted, and you can create up to 20 custom links.
3

Drag it into the sidebar

Drag the new link from the Custom links panel into any sidebar section, including your own custom sections, and position it wherever you like.
4

Save

Click Save order to apply the layout.
Hover over a link in the Custom links panel to edit or delete it. Dragging a placed link back into the panel removes it from the sidebar without deleting the link, so you can place it again later.

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Pin a dashboard

Put any dashboard one click away by dragging it into the sidebar.
1

Find the dashboard

In the Navigation editor, use the search box in the Dashboards panel to filter the list. The panel shows client-visible shared dashboards, including external dashboard links you have configured.
2

Drag it into a section

Drag the dashboard into any sidebar section. A dashboard already placed in the sidebar shows an In sidebar badge in the panel.
3

Save

Click Save order to apply the layout.
You can also pin a dashboard from Settings > Dashboards using its Pin to Sidebar option. Dashboards pinned that way appear in the Planning section by default, and the Navigation editor lets you move them anywhere.

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Add a settings shortcut

Place individual settings pages directly in the sidebar. The Settings panel in the Navigation editor lists the settings pages available to your account, such as Settings: Companies or Settings: Integrations.
1

Drag a settings page into a section

Drag the page from the Settings panel into any sidebar section. A page already placed shows In sidebar in the panel.
2

Save

Click Save order to apply the layout.
A shortcut does not grant access. Each user sees a settings shortcut only when they could open that page from the settings menu, so users without the required permission do not see it. To remove a shortcut, drag it back into the Settings panel or use Remove from navigation, then save. Users can also add settings shortcuts from their personal Sidebar order.

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Set a company override

1

Choose the company

In Settings > Customization > Navigation, open the Applies to selector and choose a company. Companies without a saved override use All companies (default).
2

Edit the layout

Reorder, group, hide, and add custom links as described above. Modules disabled at the tenant level appear locked here and cannot be re-enabled.
3

Save

Click Save order.
4

Return to the default

To edit the tenant default again, click Edit all companies (default).
To remove one company’s override, click Reset company override and then Save order without editing the baseline. The company follows the all-companies default again. If you edit the staged baseline before saving, you create a customized layout instead. Reset all company overrides is a separate action on the all-companies view. Its confirmation deletes every company’s saved layout immediately, without waiting for Save order, and cannot be undone. Personal layouts still apply on top. Do not use it to reset just one company. If a company’s layout fails to load, retry before you edit it. Do not save over it with a guessed default.

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Set a personal sidebar order

Each user can rearrange their own sidebar without affecting anyone else. The personal editor does not have custom links or a dashboards panel.
1

Open your preferences

Go to Settings > User Settings and scroll to Sidebar order.
2

Arrange your sidebar

Drag items between sections, create custom sections, and move anything you do not use into Disabled modules. Custom links and pinned dashboards placed by your administrator can be reordered here too.
3

Save

Click Save order. Click Reset my order to stage a return to your company or tenant default, then save.
Modules your administrator disabled show Disabled by your administrator and cannot be re-enabled from the personal editor.

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Troubleshooting

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Frequently asked questions

No. The editor stages layout and custom-link changes until you click Save order.
No. Confirming it immediately removes all company layout overrides. Reset default and Reset company override stage a baseline until you click Save order.
No. Sidebar visibility is a navigation preference. Use roles and record visibility controls for access.
Yes. Use the Settings panel in the editor (see Add a settings shortcut above).