Setup, access and lifecycle
Install version 2.3.0, open the two administrator builders and understand option-based storage.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand CRM Menu Builder
Understand the global Main Menu and Setup Menu configuration workspaces.
Install and activate CRM Menu Builder
Activate version 2.3.0 and initialise both JSON option records.
Open the Main Menu builder
Reach the administrator sidebar configuration screen.
Open the Setup Menu builder
Reach the administrator Setup Menu configuration screen.
Understand administrator-only access
Know why staff roles do not receive a CRM Menu Builder capability.
Understand CRM Menu Builder option storage
Know how both menu definitions are stored without module tables.