Configure Main Menu order
Drag administrator sidebar entries into the required sequence. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Menu Setup → Main Menu
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 you’ll accomplish
Drag administrator sidebar entries into the required sequence. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Main Menu.
- Drag top-level and child items to the required positions.
- Keep nesting within two levels.
- Select Save Menu.
- Reload the administrator area and verify the sidebar.
Fields and options to review
Position sequenceSaved in increments of 5: 5, 10, 15 and so on.
Maximum depth2.
Rules the system enforces
- The controller forces Dashboard to position 1 when it is the first posted item at position 5.
How to confirm it worked
- Configure Main Menu order 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.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.