Understand CRM Menu Builder
Understand the global Main Menu and Setup Menu configuration workspaces.
Exact navigationAdmin Area → Setup → Menu Setup → Main Menu
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Understand the global Main Menu and Setup Menu configuration workspaces. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Setup → Menu Setup.
- Choose Main Menu to configure the administrator sidebar.
- Choose Setup Menu to configure Setup navigation.
- Drag items, open item options and save.
- Test with an administrator and a restricted staff account.
Fields, choices and supported possibilities
Main MenuAdministrator sidebar entries.
Setup MenuAdministrator setup entries.
Version2.3.0.
Code-backed validations and workflow rules
- Configuration is global, not per role or per user.
- Core permissions remain the access-control source.
Expected result and verification
- The module overview check completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.