Understand administrator-only access
This guide explains that why staff roles do not receive a CRM Menu Builder capability.
Where to goAdmin Area → Setup → Menu Setup
Before you start
- Verify 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 helps you do
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.
Follow these steps
- Sign in with a non-administrator test account.
- Verify Menu Setup is not available.
- Sign in as an administrator and confirm both builders are available.
Fields and options
Controller guardUses the CRM administrator check.
Custom capabilitiesNone registered.
Rules and limits
- Do not expose the controller to non-administrators through navigation changes.
Check it worked
- 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.
Related guides
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