Navigation Menu Designer Overview

Use the Navigation Menu Designer to customize the Ajera CRM Navigation menu to better suit your company's needs. You can add new menu items, rearrange existing menu items, or delete menu items. The changes you make apply to all users.

The changes that you make using the Navigation Menu Designer override any changes that you make on the Labels tab of Configuration > System Settings. For example, if you renamed Employee to Associate on the Labels tab, the node label in the Navigation menu remains as Employee Info Center if there is an entry for that node in the Designer. The Designer takes precedence and displays the node label.

Only employees with an Admin type role can access the Navigation Menu Designer. There is not a separate security role for the Navigation Menu Designer.

When you add a menu level, Ajera CRM also adds it in Security as an option that can be restricted by role. The level displays in Security in the same place as it was added to the menu. For example, if you add a menu item in Utilities > Advanced Utilities, this is also where it is located in Security. Similarly, if you rearrange items in the menu, they are rearranged in Security.