Reset the Setup Menu
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Clear saved Setup configuration and return to the runtime default.
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
Clear saved Setup configuration and return to the runtime default. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Setup Menu.
- Select Reset.
- Allow the redirect to complete.
- Check default order and visibility.
Fields and options
Reset valuesetup_menu_active becomes an empty JSON array.
HookThe module fires setup_menu_resetted.
Rules and limits
- Reset removes all Setup Menu customisation.
Check it worked
- Reset the 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.
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