Understand the absence of client-portal menu control
Only the administrator sidebar and Setup Menu filters are registered. 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
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
Only the administrator sidebar and Setup Menu filters are registered. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Reproduce the behaviour with a controlled administrator account.
- Manage client-portal navigation through supported theme/module hooks outside this module.
- Test the resulting navigation with an administrator and a restricted staff account.
- Reset or restore the intended menu configuration after the test.
Fields and options to review
Verified behaviourOnly the administrator sidebar and Setup Menu filters are registered.
Rules the system enforces
- Only the administrator sidebar and Setup Menu filters are registered.
How to confirm it worked
- Understand the absence of client-portal menu control 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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