CRM Menu Builder
Configure the global administrator Main Menu and Setup Menu using drag-and-drop ordering, eligible visibility controls and Font Awesome icon overrides.
5 guides
Setup, access and lifecycle
Install version 2.3.0, open the two administrator builders and understand option-based storage.
Open guide →WorkflowMain Menu configuration
Reorder sidebar entries, disable eligible items and apply icon overrides.
Open guide →WorkflowSetup Menu configuration
Configure the administrator Setup Menu while preserving protected entries.
Open guide →WorkflowIcons, ordering and storage rules
Understand icon states, position values, dashboard handling, new/removed items and JSON storage.
Open guide →WorkflowSecurity, limitations and troubleshooting
Keep permissions separate from visibility and resolve ordering, icon and missing-item issues.
Open guide →No guide in this section matches that filter. Try fewer or broader words, or use the global Help Centre search above.
