Skip to main content

Menu

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

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

ColumnDescription
NameThe display name of the menu.
Menu PositionWhere the menu appears in the UI (e.g., SIDEBAR).
StatusWhether the menu is Active or Inactive.
ActionsEdit or delete the menu.
info

Currently, Sidebar is the only available menu position. Additional placement options will be supported in future updates.

Creating a Menu​

To add a new navigation menu to your Area:

  1. Navigate 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. Configure each menu item (see Menu Item Configuration below).
  6. Click Save to create the menu.

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.

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

View all settings
SettingDescription
CollectionThe collection this menu item navigates to. Required. Populates from collections included in the Area.
LabelThe display text shown in the navigation sidebar. Required.
Auth TableLimit visibility to users from specific authentication collections. Supports multiple selections.
Menu IconChoose an icon to display alongside the label in the navigation.
RolesRestrict visibility to specific roles. Available roles depend on the selected Auth Table(s). Supports multiple selections.

Managing Menu Items​

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

ControlActionDescription
EditModify the menu item's label, collection, icon, or role restrictions.
DeleteRemove the menu item from the navigation.
info

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)