The left-hand side Main Menu provides flexible options for customization. You can rearrange existing items, add custom menu items, and control menu visibility based on user roles.
Step-by-Step: Menu Customization
1. Access Menu Settings
- Navigate to Advanced Settings
- Select the General sub-tab
- Locate the Menu and Settings section
2. Understanding the Menu Settings Table
| Column | Description |
| Parent Menu | Numerical value that defines the order of menu items (editable) |
| Sub Menu Name | Label or title of the menu item |
| Is Active | Defines if the menu item is visible to users (can be role-based) |
| Is Default | Indicates if the item is system default (Yes) or a custom item (No) |
| Is Deleted | Shows if the item has been marked as deleted (Yes/No) |
| Actions | Allows you to edit or perform operations on the menu item |
3. Adding a Custom Menu Item
- Click the Add New Button
- Enter the desired Title for the new item
- Select the Parent Menu under which the item will be nested
- Enter a URL (link to external web address or company resource)
- Choose an Icon from available options
- Specify:
- Is Active: Set to Yes to make it visible
- Deleted: Typically No when creating new items
- Click the Add button to save the new menu item
4. Rearranging Menu Order
- In the Position field, change the numerical value for the menu item
- Use Add, Edit, or Find buttons to apply the change
- The new order is reflected for all users across the system
