Reset the Main Menu
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Clear the saved sidebar JSON and return to the runtime default menu.
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
Clear the saved sidebar JSON and return to the runtime default menu. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Main Menu.
- Select Reset.
- Allow the reset route to complete.
- Check the default order/icons/visibility.
Fields and options
Reset valueaside_menu_active becomes an empty JSON array.
HookThe module fires aside_menu_resetted.
Rules and limits
- Reset removes all saved sidebar customisation.
Check it worked
- Reset the 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.
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