Category

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 connected guidesLive filterPermission-aware instructions
5 guides
Workflow

Setup, access and lifecycle

Install version 2.3.0, open the two administrator builders and understand option-based storage.

Open guide →
Workflow

Main Menu configuration

Reorder sidebar entries, disable eligible items and apply icon overrides.

Open guide →
Workflow

Setup Menu configuration

Configure the administrator Setup Menu while preserving protected entries.

Open guide →
Workflow

Icons, ordering and storage rules

Understand icon states, position values, dashboard handling, new/removed items and JSON storage.

Open guide →
Workflow

Security, limitations and troubleshooting

Keep permissions separate from visibility and resolve ordering, icon and missing-item issues.

Open guide →