Open the Main Menu builder
Reach the administrator sidebar configuration screen. 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
Reach the administrator sidebar configuration screen. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Setup.
- Select Menu Setup.
- Select Main Menu.
- Verify the current sidebar hierarchy appears in the drag-and-drop list.
Fields and options to review
Alternative module actionSetup → Modules → CRM Menu Builder → Main Menu.
AccessController requires administrator status.
Rules the system enforces
- No custom non-admin capability is registered.
How to confirm it worked
- Opening Main Menu 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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