Only see what you need to in the new Layout Assignments

If you're on Professional or Enterprise plan, you can now design functional layouts and assign them to the right user or group of users in your organization.

Insightly customers using Advanced Permissions can create up as many Page Layouts as needed. Then, these custom layouts can be assigned to Advanced Permissions profiles.

From then on, users who bear that profile will only see what they need to see: Sales reps see sales fields, Service reps see service fields. It also applies read-only and required fields settings to that user group for enhanced security and data integrity.

Learn more about Layout Assignments in our Help Center. 




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