Layout configuration

Open Org settings → Layout configuration as an organization administrator or a user with configuration management access. A layout defines the tabs and blocks people see; an assignment determines which group receives it.

• Home layout: the managed tabs at the beginning of Home.
• Account page layout: the managed tabs in an account workspace.
• Contact field set and Account field set: the Salesforce fields shown on records, their display order, and which fields users can edit. Field sets require a Salesforce connection.
• Default views: the saved view people open first on Find contacts, Find accounts, Signals, and Tasks. People can still switch to another view.

Each area has its own assignments. For example, East SDRs can receive a prospecting Home layout and a contact field set, while managers receive a reporting Home layout. Layout assignments do not grant permission roles.

Organization administrators and people with configuration management access can also ask Athean in Chat about team Home and account page layouts: who receives each layout and why, what a layout contains, or what one person gets. Athean can also change a team layout or which groups receive it. Before its first team change in a conversation, Athean tells you who the change reaches and asks whether it is for everyone or only for you, as a personal tab. Confirmed changes save immediately, without Review changes. They are recorded in the same history as changes made here, and you can ask Athean to roll a change back.

To arrange your own Home tabs, follow Customize your Home below.

1. Select Create new, choose Home layout or Account page layout, then select Next. The same chooser also offers Contact and Account field sets.
2. Choose Create from scratch or Create from existing layout when available. A copy contains the source's tabs and blocks; its assignments are not copied.
3. Arrange the tabs and blocks, review the preview, and give the layout a clear name and description.
4. Select Create layout. The new layout is saved without an audience. Use Visible to or the Assignments tab to choose who receives it.

To include a dashboard built with Athean, select Add block while arranging a Home or account page layout, then choose Custom dashboard. The editor shows a placeholder instead of the dashboard's content. Placing a dashboard does not share it, so share the dashboard with the layout's audience before you assign the layout; people without access see Dashboard unavailable.

To configure the Salesforce fields shown on accounts and contacts, create a field set using the steps below.

A field set selects the live Salesforce fields your team sees in Athean and which of those fields they can edit back into Salesforce. Manage field sets in Layout configuration with an active Salesforce connection.

1. Select Create new, choose Contact field set or Account field set, then select Next. Find existing sets under Layouts and field sets.
2. Give the field set a name your team will recognize and a description of its purpose.
3. Use Add fields or the first-field control to search Salesforce and select the fields you need. Contact field sets have separate Contact fields and Lead fields sections; configure each object your team uses. Account field sets contain Account fields.
4. Set each field's display name and drag its handle to arrange the order. Review Users can edit for every field: supported fields can start with editing enabled, while Salesforce read-only or unsupported fields cannot be enabled here.
5. Open a field's Display options to adjust its format, tooltip, suffix, or icon when useful. Select Done to apply those choices to the field-set draft.
6. Select Create field set. The new set is saved without an audience. In Assignments, choose it as the area's Default or use Add a group rule for the intended group, then Review changes and Apply.

To change an existing set, open it, edit the fields, and select Save field set. Review the affected people and confirm Save. Field-set edits require this explicit save; closing Display options with Done does not publish them. Saving changes an assigned set for everyone who receives it.

Use Refresh from Salesforce if a new CRM field is missing. If Salesforce field metadata cannot load, saved fields remain in the editor; retry the load before assuming a field was removed. Check the assignment with See what one person gets, then follow View and edit Salesforce fields to check the record experience.

Field sets configure the fields shown and editable on records. CRM sync mappings separately configure record and activity sync behavior.

Open Assignments. Each area has its own card under Layouts, Field sets, or Default views.

1. In the area's Default row, choose what people receive when no group rule matches. Keep Organization default to use the existing setup.
2. Select Add a group rule, choose the Group and its layout, field set, or view, then select Add rule. Review the group's members if the audience is uncertain.
3. Put the rules in priority order using their move controls or drag handles. New rules start at the bottom. Remove a rule that is no longer needed; Undo restores a removal before you apply changes.

The first matching rule wins for each area. A person in several groups receives one choice for that area; choices are not combined. Areas can have different rule orders. A group without a rule provides no override; another matching group can still determine the result before the Default applies.

For example, place a Managers rule before an East SDRs rule if someone in both groups should receive the manager Home layout.

Use a default view to give a team a useful starting point on Find contacts, Find accounts, Signals, or Tasks.

1. Open the source table from its card under Default views. Set the filters and pinned controls you want, arrange the columns where supported, and choose View → Save as new view…. Follow Save a view for the available choices. Save a Find accounts default on the Accounts tab and a Find contacts default on the Contacts tab. Each default can only use views saved on its own tab.
2. Return to Assignments. Select the saved view as that table's Default or add a group rule for it. Views are created and edited on their source tables, not in the layout library.
3. Select Review changes and check both the affected people and any changes to the view's sharing. Apply the assignment when the audience is correct.

The assigned view opens on an ordinary visit to that table. A link containing explicit view or filter settings takes precedence. People can switch views, and an unavailable default falls back to the table's usual starting state. Check a person's assignment with See what one person gets, then open the table without a saved filter link to verify the starting view.

Assigning a view can expand who can open it and whose Saved views menu includes it; the review explains those changes. If deleting the view or reducing its sharing is blocked because it is in use, replace or remove its default-view rule first.

1. After changing assignments, select Review changes.
2. Review the affected people and the configuration they will receive. If you changed several areas, review and apply each separately; the remaining changes stay unsaved.
3. Select Apply to make the reviewed assignments active, or Keep editing to revise them.
4. Use See what one person gets to check the resulting layout, field set, or default view and the rule that selected it.

Read membership warnings before applying. Athean may be using the last successfully resolved group membership, so counts and matches can lag a recent group change. Field-set changes can be blocked when the affected membership cannot be confirmed.

For default views, review any notice that saving will share a view with a group or the organization and add it to their Saved views. If you cannot change the required sharing, ask the view's owner or an administrator to help before applying the assignment.

Editing an already assigned layout is a separate change. Saving its tabs, blocks, or field-set contents updates what its assigned users receive. Review the audience before Save changes. Create an unassigned copy if you want to develop a separate version before assigning it.

If another administrator has saved a newer version, follow the conflict message and review the latest saved setup before reapplying your edits.

Managed tabs appear first and are edited through Layout configuration. Users can keep their own custom tabs after them.

On Home, an assigned managed layout replaces the standard Home tab, while personal tabs remain. On account pages, managed tabs replace untouched default tabs; customized default tabs and other personal tabs remain after the managed tabs.

Two people can therefore receive the same managed layout and still have different personal tabs. Use See what one person gets to check their assignment, then distinguish the managed tabs from their personal additions.

Saved changes appear as the workspace refreshes its configuration. If a refresh fails, Athean may retain the last available managed layout and display a warning.

Use a personal Home tab for the information and actions you want together. Personal tabs sit after any tabs managed by your organization.

1. Open Home and select New tab. The empty personal tab opens in edit mode.
2. Use Rename tab beside its name and confirm a descriptive name.
3. Select Add block and choose the content you want. Blocks already on the tab and blocks requiring additional access show why they are unavailable.
4. Drag a block's move handle to reposition it, or focus that handle and use the arrow keys. Drag a corner to resize it. Use a block's remove control to take it off this tab.
5. While editing, drag your personal tabs into the order you want. Managed tabs stay at the beginning.
6. Select Done editing to return to the normal Home view. Select Edit layout whenever you want to make another change.

Personal Home changes save automatically as you make them. Done editing exits edit mode; it is not a separate save step. Let Saving… finish and check for a save error. If Athean reports that a Home change could not be saved, make that change again.

Add the Agents block to review the latest runs of agents that run for you, including participation through groups. Select an agent to open your runs, or View all agents for the full list. This block follows your participation, so it can differ from the agents you own or can browse.

To show a dashboard built with Athean, select Add block, choose Custom dashboard, and search for it by name. Adding it does not change who can open the dashboard; see Add a dashboard to Home or an account page.

Home remembers the tab you select. A link to a specific tab takes precedence; if the remembered tab is no longer available, Home selects an available tab. If the selection could not be saved, select the tab again after resolving the reported error.

To start from the standard Home or a managed tab, select it and choose Edit layout, then confirm Duplicate. Athean creates a personal copy and opens it for editing. You can also use the tab's duplicate control while editing.

You can also ask Athean in Chat or Ask Athean to arrange Home or your account pages. For example: “Create a Home tab called My day with Today's meetings and Tasks side by side, Operator approvals below them, and open Home to that tab.” Athean changes only your personal tabs; to change the standard Home tab or a managed tab, it creates a personal copy and leaves the original unchanged. On Home, blocks it adds or copies start with their default settings, so adjust a block's people or time period on the block itself. An open page shows the change without reloading.

Layout editing requires a sufficiently wide window. If the controls report that editing is unavailable, widen the window to at least 900 pixels. Your administrator manages shared tabs through Layout configuration.

Open Assignment history and choose the area you want to inspect. Each version shows its author, time, group rules, and Everyone else fallback; Current marks the active version.

To return to an earlier assignment arrangement, select Make active version, review the affected people, and select Restore. This creates a new active version with those assignments.

Assignment history changes which layout, field set, or default view people receive. Restoring an assignment does not restore a saved view's earlier filters, pins, or column layout. A layout or field set's own version history controls its contents. Check the correct history for the change you want to reverse.

If a group cannot be deleted because it is assigned here, remove or replace its assignments first. For a configuration that cannot load or resolve membership, contact support.