After you've created a custom layout, you may want to control who can see it. For example, you might want your accountant to see a billing layout and your project manager to see a different layout with specifications and requirements. You can even test a new Page Layout by temporarily assigning it to administrators. You'll do this by assigning layouts to profiles.
You will need to be using Advanced Permissions to assign a Page Layout to a user. If you are using Simple Permissions, your layouts will apply to your entire organization.
To assign a layout to a profile:
- Go to System Settings > Objects and Fields.
- Click on the object type that you want to assign a layout from.
- Click Layout Assignments > Edit Assignments.
- On the left is a list of each of your profiles. On the right are dropdown lists of your Page Layouts. Select a layout for each profile. To test a layout, you can assign it to the Administrator role. (Remember to switch it back when you're done!)
- Click Save Assignments.