Workflow

Setup Menu configuration

Configure the administrator Setup Menu while preserving protected entries.

10 connected guidesLive filterPermission-aware instructions
10 guides
Category

CRM Menu Builder

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Configure Setup Menu order

Drag Setup Menu entries into the required sequence.

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Move a Setup Menu item

Reposition one top-level Setup entry.

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Move a Setup Menu child item

Reorder a child inside a Setup group.

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Disable an eligible Setup Menu item

Hide a Setup entry that is not protected.

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Disable an eligible Setup Menu child

Hide an eligible child entry.

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Understand protected Setup Menu items

Know which critical Setup entries cannot be disabled by default.

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Set a Setup Menu icon

Apply a Font Awesome class to a Setup entry.

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Set a Setup Menu child icon

Apply an icon override to a Setup submenu entry.

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Reset the Setup Menu

Clear saved Setup configuration and return to the runtime default.

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