Step 1. Add groups in the setup page
The groups represent the category under which you classify the CRM features. For example, in the standard setup the groups are - Channels, Users and Controls, Automation etc. You can add a new group based on your business requirement.
Step 2. Add menu and submenu in each group
Each application that you add is called a submenu and all these submenus are collectively called a menu. For example, in the standard setup under Channels group Social is a menu that hosts several features like Twitter, Facebook and Google+ which are the submenu. As per your requirement you can add a menu and submenu to the groups in the setup page.
Step 3. Add action to the submenu
Adding an action requires you to link the application that you added in the submenu to a widget. You can either link the submenu to an existing widget or create a new widget and link it.
Step 4. Choose permission for the submenu
In the next step, you will have to choose an appropriate permission for the submenu features from the list of permission. Depending on the type of action these features perform you can choose the permission from the list of options. Below are the permissions that you can choose:
- Module customization
- Manage automation
- Zoho CRM API access
- User management
- Migrate data from other CRM
- Social Admin
- Personal Social Profiles
Step 5. Toggle on/off the submenu visibility
You can toggle off the visibility of any feature as and when required. If you want to restrict access to a feature temporarily you can simply toggle off the visibility until it's required again. The feature that's visibility is turned off will appear greyed out in the setup page.
To customize the CRM Setup page
- Go to Setup and click Customize Setup.
- In the Setup Layout Editor page, click +Menu.
In the Menu Properties page, do the following:
- Enter the Menu name.
- Enter the Submenu name.
- In Action, click the Link icon > select a Widget and click Install.
Alternately, you can also create a new widget.
- In Permissions, choose a permission from the drop-down list.
- Click Done.
- It is mandatory to add a menu inside a group and submenu within a menu.
- You can toggle off the visibility of any submenu as required.
- You can delete a submenu if it is no longer used.