Move a Main Menu item
Reposition one top-level administrator sidebar entry. 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
Reposition one top-level administrator sidebar entry. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Main Menu.
- Drag the item by its handle.
- Drop it at the target top-level position.
- Save and verify.
Fields and options to review
Top-level itemA sidebar menu entry.
Rules the system enforces
- Do not nest it deeper than the supported two levels.
How to confirm it worked
- Move a Main Menu item 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
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