Configure Setup Menu order
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Drag Setup Menu entries into the required sequence.
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 this guide helps you do
Drag Setup Menu entries into the required sequence. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Setup Menu.
- Drag eligible top-level and child items.
- Keep maximum depth at two.
- Save Menu.
- Reload Setup and verify.
Fields and options
Position sequence5, 10, 15 and so on.
Maximum depth2.
Rules and limits
- Protected items can be reordered but cannot be disabled when the view omits their checkbox.
Check it worked
- Configure Setup Menu order 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.
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