Setup Menu configuration

Disable an eligible Setup Menu item

Hide a Setup entry that is not protected.

Audience: CRM administratorsPermission: AdministratorModule v2.3.0
Exact navigationAdmin Area → Setup → Menu Setup → Setup Menu
Before you begin
  • Confirm the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide covers

Hide a Setup entry that is not protected. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open Setup Menu.
  2. Open item options.
  3. Select Disabled when the checkbox is available.
  4. Save and verify.

Fields, choices and supported possibilities

EligibilityDisabled control is omitted for protected slugs and collapsible cases defined by the view.

Code-backed validations and workflow rules

  • Core permissions and direct URLs remain separate.

Expected result and verification

  • Disable an eligible Setup Menu item completes without a validation or permission error.
  • The refreshed report, menu or saved-template page shows the expected state.
  • A second authorised user sees only the records and navigation allowed by their core CRM permissions.

Security, privacy and operational checks

  • Test changes with a non-production record or a controlled administrator account before wider rollout.
  • Do not use navigation visibility as a substitute for core CRM record permissions.