Setup Menu Configuration

Menu Setup controls how navigation is presented across the app and customer-facing views. It matters because people assume what appears in the menu is what they are supposed to use. Good menu configuration reduces confusion; bad menu configuration creates support tickets.

What Menu Setup is for

• Showing or hiding navigation items intentionally
• Ordering main workflow sections in a cleaner sequence
• Controlling what customers see in the portal
• Keeping setup or admin-heavy tools away from the wrong audience

How to use it well

1. Start from the user’s workflow, not from internal feature inventory.
2. Keep customer-facing navigation simpler than internal staff navigation.
3. Review menu changes after adding new modules so the navigation does not drift into clutter.

Best practices

• Do not expose sections just because they exist. Expose them because the user needs them.
• Use consistent ordering so training and screenshots stay accurate.
• When in doubt, simplify the menu before adding more items.