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With the Sidebar Customizer you define how the side navigation looks for each role. This gives every team member a clean navigation tailored to their tasks – and lets you decide whether they may adjust it further themselves.

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Overview

Configuration is done per role. Use the role dropdown at the top to select the role you are editing. All settings on the page then apply to that role.

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Customization Permissions

Two toggles control the fundamental behavior of the selected role:
  • Allow sidebar customization — users of this role may adjust their own sidebar navigation. When disabled, all users of the role see only the default sidebar configured here.
  • Show Business plan pages in navigation — sets the default for the role, applied as long as a user has not set their own preference.

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Default Sidebar for [Role]

In the main area you configure the default sidebar for the selected role. This configuration applies to all users of the role who have not made their own adjustments.

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Controls

  • Add group — creates a new navigation group.
  • Drag — drag an entire row to reorder entries or nest them.
  • Double-click — renames an entry.
  • Trash — removes an entry.
  • Reset — discards your changes and restores the original state.
  • Save — applies the configuration to the role.
On the right, a live preview reflects your changes instantly.

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Sub-entries & Default Sub-pages

Entries can contain sub-entries to build a multi-level navigation. Examples:
  • Events → Outbound Links, Scroll Depth
  • User Behavior → Activity History, Consent Segmentation, Sitemap
  • UTM → AI Visibility, Conversions
In addition, an entry can have a defined default sub-page – the page opened when clicking the parent entry (e.g. Events → Events Overview).

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Relationship with Permissions

The Sidebar Customizer is closely tied to two permissions from Roles & Permissions:
  • “Manage navigation sidebars” (admin permission) — allows setting the role defaults here.
  • “Customize sidebar” (capability) — allows end users to adjust their own sidebar (corresponds to the Allow sidebar customization toggle).
Managing (admin) means: defining the default navigation for an entire role. Customizing (capability) means: changing your own personal sidebar. See the “manage” vs. “use” distinction on the Roles & Permissions page.