This panel allows you to adjust modules visible in the default menu as well as the menu available for different fields and the Portal.
Menu configuration can be found in Software configuration → Standard modules → Menu - Configuration
To customize the menu, first select which menu you want to edit from the drop-down list in the upper right corner. If a role does not have a custom menu configured, all users who have that role will see the items shown in the "Default Menu":
To help create menus for individual roles more easily, the menu copy function has been added to the YetiForce CRM system. After clicking the "Copy menu" button, a selection window will appear with a list of available menus. After selecting one of the previously created menus, you will be able to further modify them for the previously selected role. Thanks to this solution, you don't have to create numerous menus from scratch, but use those created earlier and modify them according to what users with a given role should see in the menu.
Menu items can be edited, deleted, or reordered. To edit or delete an item, right-click it and then select the appropriate action. Changing the order of the items visible in the menu is done by dragging and dropping items - this way you can also group different menu items. The menu in this view is collapsed by default, to see what is in each group, just press the small arrow to the left of the module label, or double-click the module name with the left mouse button.
To add a new menu item, click the "+Add new menu item" in the upper right corner of the screen, and then select the type of the element. You can pick the following types: