Disable an eligible Setup Menu item
Hide a Setup entry that is not protected. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Menu Setup → Setup Menu
Before you start
- Verify 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 you’ll accomplish
Hide a Setup entry that is not protected. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Setup Menu.
- Go to item options.
- Select Disabled when the checkbox is available.
- Save and verify.
Fields and options to review
EligibilityDisabled control is omitted for protected slugs and collapsible cases defined by the view.
Rules the system enforces
- Core permissions and direct URLs remain separate.
How to confirm it worked
- 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.
Continue with related guidance
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