Edit a Navigation Set

After you create a navigation set, you can edit it to meet changing needs. For example, you might want to include additional reports in a navigation set or remove a component from it.

Editing a navigation set used in a profile does not impact staff members who have permission to customize their navigation sets. See How Custom Navigation Sets Work with Profiles.

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Navigation Sets.
   The Navigation Sets explorer opens.
3. Right-click the navigation set you want to edit and select Open.
   The navigation set opens on the Navigation Sets editor.
4. Click the record type or component you want to edit. Its navigation list displays in the lower portion of the right column on the content pane.
5. To add a report, explorer, or other item to the navigation list, expand the list of Public Reports or Components, drag the item from the left column, and drop it in the lower portion of the right column.
6. To remove a report or item from the navigation list, right-click it and select Remove.
7. Repeat these steps for each navigation list you want to modify.
8. Click Save.