Open the Main Menu builder
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Reach the administrator sidebar configuration screen.
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 this guide helps you do
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
Alternative module actionSetup → Modules → CRM Menu Builder → Main Menu.
AccessController requires administrator status.
Rules and limits
- No custom non-admin capability is registered.
Check 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.
Related guides
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