Understand administrator-only access
Know why staff roles do not receive a CRM Menu Builder capability.
Exact navigationAdmin Area → Setup → Menu Setup
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
Know why staff roles do not receive a CRM Menu Builder capability. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Sign in with a non-administrator test account.
- Confirm Menu Setup is not available.
- Sign in as an administrator and confirm both builders are available.
Fields, choices and supported possibilities
Controller guardUses the CRM administrator check.
Custom capabilitiesNone registered.
Code-backed validations and workflow rules
- Do not expose the controller to non-administrators through navigation changes.
Expected result and verification
- The access test 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.