Sidebar Layout
The Sidebar page lets Super Admin users control how the main JPCRM sidebar appears for users.
Use this page to:
- Reorder modules in the left sidebar
- Move child menu items under the correct parent section
- Search for a specific module
- Control which roles can see each sidebar item
- Save or reset sidebar layout changes
This helps keep navigation clean and role-specific, so users only see the areas that are relevant to their work.
Sidebar layout page
Section titled “Sidebar layout page”The main page shows the current sidebar structure.
Each item represents a sidebar menu option, such as:
- Home
- Document Portal
- Communications
- Channels
- Chat
- Opt In/Out
- Surveys
Parent items, such as Communications, can contain child items beneath them. For example, Email, Channels, Chat, Opt In/Out, and Surveys sit under Communications.
Reordering sidebar items
Section titled “Reordering sidebar items”Each sidebar item has a drag handle on the left.
Use the drag handle to move an item into a different position.
For example, an admin can move Document Portal above or below another module. While moving an item, JPCRM highlights the drop area so you can see where the item will be placed.
This is useful when you want the most-used modules to appear higher in the sidebar.
Parent and child items
Section titled “Parent and child items”Some sidebar items are grouped.
A parent item is the main section. A child item is a menu option inside that section.
Example:
Communications is the parent section.
Its child items may include:
- Channels
- Chat
- Opt In/Out
- Surveys
Keeping child items under the correct parent helps users find features faster.
Search modules
Section titled “Search modules”The Search modules field helps you quickly find a sidebar item.
Type the name of a module or menu item, and JPCRM filters the list so you do not have to scroll through every group.
This is useful when there are many sidebar items.
Groups count
Section titled “Groups count”The number beside the search field shows how many sidebar groups exist.
For example, 16 groups means there are 16 main sidebar groups configured in the system.
Visibility button
Section titled “Visibility button”Each sidebar item has a Visibility button.
Use this to decide which user roles can see that item in the sidebar.
When you click Visibility, JPCRM opens a role visibility panel for that item.
Role visibility panel
Section titled “Role visibility panel”The Role visibility panel shows the selected sidebar item and a list of roles.
Each role has a checkbox.
If a role is checked, users with that role can see the sidebar item.
If a role is unchecked, users with that role will not see the sidebar item.
Roles may include:
- Super Admin
- Admin
- Admin Support
- Franchise Owner
- Franchise Manager
- Quality Assurance
- Sales
Some roles may be marked as default, depending on how the system is configured.
Done button
Section titled “Done button”After changing visibility settings, click Done to close the role visibility panel.
This confirms the selection on the screen, but the full sidebar changes still need to be saved.
Save changes
Section titled “Save changes”Click Save changes after updating the sidebar order or visibility settings.
This applies the changes to the system.
Click Reset if you want to undo unsaved changes and return the sidebar layout to its previous state.
Important note
Section titled “Important note”Be careful when changing sidebar visibility.
If a role is removed from a sidebar item, users with that role may no longer be able to access that area from the main menu. Always check that each role still has access to the tools they need before saving changes.