Open the Setup Menu builder
Reach the administrator Setup Menu configuration screen.
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
Reach the administrator Setup Menu configuration screen. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Setup.
- Select Menu Setup.
- Select Setup Menu.
- Confirm current Setup entries appear.
Fields, choices and supported possibilities
Alternative module actionSetup → Modules → CRM Menu Builder → Setup Menu.
AccessAdministrator only.
Code-backed validations and workflow rules
- Protected setup items remain available for safety.
Expected result and verification
- Opening Setup Menu 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.