Setup, access and lifecycle
Install version 2.3.0, open the two administrator builders and understand option-based storage.
7 guides
CRM Menu Builder
Open guide →GuideUnderstand CRM Menu Builder
Understand the global Main Menu and Setup Menu configuration workspaces.
Open guide →GuideInstall and activate CRM Menu Builder
Activate version 2.3.0 and initialise both JSON option records.
Open guide →GuideOpen the Main Menu builder
Reach the administrator sidebar configuration screen.
Open guide →GuideOpen the Setup Menu builder
Reach the administrator Setup Menu configuration screen.
Open guide →GuideUnderstand administrator-only access
Know why staff roles do not receive a CRM Menu Builder capability.
Open guide →GuideUnderstand CRM Menu Builder option storage
Know how both menu definitions are stored without module tables.
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