Give colleagues your side-panel layout

Two kinds of layout live on a record's page, and they are shared differently.

• Tabs you add, such as a custom layout tab, are one layout for the whole workspace. Everyone with access sees the same tab, so there is nothing to copy.
• The side panel on the left of a sale, an activity, a customer, a contact, a lead, a subscription or an order is arranged by each person for themselves. This is the one an administrator can hand out.

Share the side panel

You need to be an administrator.

1. 1Open any record of the kind you want to share, for example a sale.
2. 2Arrange the side panel the way you want it, using ⟦Redigera layout⟧ at the bottom of the panel.
3. 3While you are still editing, choose ⟦Dela layout⟧.
4. 4Choose ⟦Alla i arbetsytan⟧, or ⟦Välj personer och team⟧ and tick the teams and people.
5. 5Leave ⟦Använd den också för nya användare⟧ ticked if new colleagues should start with this layout.
6. 6Choose ⟦Dela layout⟧.

What happens

• The people you chose get your fields in your order in that panel. Their own arrangement of that panel is replaced; everything else they have set up is kept.
• With the default switched on, anyone who has never arranged that panel themselves sees your layout, including people who join later. As soon as they change it, their own version takes over.
• Colleagues who have the page open see the new layout the next time they load it.
• Each kind of record has its own panel, so share the sale's panel from a sale and the activity's panel from an activity.