How to assign a page layout to a profile

This feature is only available in the new Insightly.

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:

  1. Go to System Settings > Objects and Fields.
    Create_Page_Layout_1.png
  2. Click on the object type that you want to assign a layout from. 
    screenshot-crm.insightlynext.com-2018-04-03-07-45-32.png
  3. Click Layout Assignments > Edit Assignments.
    Assign_Page_Layout_1.png
  4. 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!)
    Assign_Page_Layout_2.png
  5. Click Save Assignments.
    Assign_Page_Layout_3.png
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