1. Switch to the Version 2 Sidebar 0:17
Open the NRDS web application sidebar settings.
Change the sidebar from Version 1 to Version 2.
Confirm the interface updates to the cleaner Version 2 layout.
Use Version 2 as the base for all further customization.
2. Open the Sidebar Editor 0:28
Click the pencil/edit icon at the top of the sidebar.
Review the edit window that appears.
Drag and drop items to rearrange them as needed.
Move any sidebar item to a new position to improve organization.
3. Reorder Sidebar Items 0:41
Identify items that should be grouped together, such as dashboards, maps, and surveys.
Drag items into the preferred order.
Place related tools near each other for easier navigation.
Continue adjusting until the sidebar matches the desired workflow.
4. Create a Group 0:55
Click the green add button at the top of the editor.
Select the option to add a group.
Enter a group name, such as a functional category.
Drag related items into the group.
Click Save to apply the changes.
Reopen the editor to verify the grouped items display together.
5. Create a Section 1:32
Use the add option to create a section.
Enter a section name.
Move related items into the section.
Save the configuration.
Confirm the section expands downward rather than to the right, unlike a group.
6. Add a Custom Link 1:52
Choose Add Link in the sidebar editor.
Enter a clear label for the link.
Paste the destination URL.
Use the three-dot menu if needed to finalize or edit the link details.
Save the sidebar.
Test the link to confirm it opens the intended destination.
Note: external URLs open in a new tab.
7. Customize Icons and Colors 2:42
Select a sidebar label or item to customize.
Choose a custom icon or select from available icons.
Apply a color to the icon if desired.
Optionally change the text color for better visibility or branding.
Save the changes and verify the visual update in the sidebar.
8. Hide Unneeded Items 2:54
Identify sidebar items that should not be visible.
Click Hide on the selected item.
Save the configuration.
Confirm the item no longer appears in the sidebar.
Use this step to reduce clutter and simplify navigation.
9. Create and Manage Multiple Configurations 3:17
Build a sidebar layout for one use case, such as a simplified or role-specific view.
Hide or show items as needed for that configuration.
Save the configuration.
Create additional configurations for other workflows or user needs.
Switch between configurations to confirm each one displays correctly.
Example: hide the Admin tab in one configuration, then restore it in another.
10. Add Items to Favorites 4:50
Select the item you want to prioritize.
Click Add to Favorites.
Save the sidebar configuration.
Confirm the item appears at the top of the sidebar.
Use favorites for frequently accessed tools or pages.
Cautionary Notes
Always save after making changes; unsaved edits will be lost.
Verify links before sharing the sidebar configuration with others.
Be careful when hiding items so you do not remove access to important tools.
If using external URLs, confirm they open in a new tab as expected.
When managing multiple configurations, make sure you are editing the correct one before saving.
Tips for Efficiency
Group related tools together to reduce scrolling and speed up navigation.
Use sections for larger categories and groups for tighter clusters of tools.
Add favorites for the pages you use most often.
Use custom icons and colors to make important items easier to identify.
Create separate configurations for different roles or tasks to keep the sidebar clean and relevant.
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