Workflow

Security, limitations and troubleshooting

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

13 connected guidesLive filterPermission-aware instructions
13 guides
Category

CRM Menu Builder

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Guide

Understand why menu visibility is not permission

A disabled menu entry is hidden from navigation but the module does not revoke route or record permissions.

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Guide

Understand unsupported label and URL editing

The supplied builder cannot rename labels or change destination URLs.

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Guide

Understand unsupported arbitrary menu creation

The module edits existing runtime items and cannot create a new destination.

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Understand the absence of client-portal menu control

Only the administrator sidebar and Setup Menu filters are registered.

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Understand unsupported audit, import, export and user preview

No module activity log, configuration import/export or preview-as-user workflow is implemented.

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Guide

Understand unsupported automation and integrations

No cron, API or webhook is registered.

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Understand option persistence after deactivation

The supplied source registers activation but no deactivation/uninstall cleanup hook.

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Troubleshoot a missing menu item

Core permission, module activation, saved disabled state or stale runtime registration may hide it.

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Troubleshoot a menu icon that does not render

The class may be invalid or unsupported by the CRM Font Awesome version.

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Guide

Troubleshoot an item that returns after saving

New runtime items absent from saved JSON are appended, and protected items cannot be disabled.

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Troubleshoot menu order after module updates

Removed items are ignored and newly added items are appended, which can change the visible order.

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Guide

Verify CRM Menu Builder after deployment

Run a controlled Main Menu and Setup Menu change/reset test.

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