Menu

The Menu tab lets you define custom navigation structures for users within an Area. Set which collections appear in the sidebar, assign icons, and control visibility based on roles and authentication sources.

Go to Areas, select an Area, then click the Menu tab.

Menu list

The main view displays all configured menus for the current Area in a searchable table.

Column	Description
Name	The display name of the menu.
Menu Position	Where the menu appears in the UI (for example, SIDEBAR).
Status	Whether the menu is Active or Inactive.
Actions	Edit or delete the menu.

note

Sidebar is the only available menu position.

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Creating a menu

To add a new navigation menu to your Area:

1. Go to Areas → select your Area → Menu tab.
2. Click the Add Menu button.
3. Enter a Name for the menu.
4. Click + Add Menu Item to begin adding navigation entries.
5. Set each menu item (see Menu item configuration below).
6. Click Save to create the menu.

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Editing a menu

Modify an existing menu's structure and items:

1. Click the icon in the Actions column.
2. Update the Name or modify menu items.
3. Edit or remove existing items as needed.
4. Click Save to apply changes.

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Menu item configuration

Each menu item links to a collection and can be restricted to specific roles. Click + Add Menu Item to open the configuration dialog.

Setting	Description
Collection	The collection this menu item navigates to. Required. Shows collections included in the Area.
Label	The display text shown in the navigation sidebar. Required.
Auth Table	Limit visibility to users from specific authentication collections. Supports multiple selections.
Menu Icon	Choose an icon to display alongside the label in the navigation.
Roles	Restrict visibility to specific roles. Available roles depend on the selected Auth Table(s). Supports multiple selections.

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Managing menu items

After adding items to a menu, you can manage them directly from the menu form:

Control	Action	Description
	Edit	Modify the menu item's label, collection, icon, or role restrictions.
	Delete	Remove the menu item from the navigation.

note

Menu item visibility is cumulative with Area-level permissions. Users must have both:

1. Access to the Area (via Area roles)
2. Access to the specific menu item (via item roles)

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Related

See these pages for related area configuration:

• Areas overview — Overview of all area configuration options
• General configuration — Define which collections are available in the Area
• ACL — Set granular permissions for collections