1. Implementing Sales
  2. Create and Enter a Sandbox with Page Composer as Your Tool

Create and Enter a Sandbox with Page Composer as Your Tool

You can create different Workspace infolet configurations for the whole enterprise, or for specific job roles. If you're configuring different configurations of Workspace infolets for different job roles, then you must create separate sandboxes for each job role.

  1. Navigate to Configuration > Sandboxes.

  2. Click Create Sandbox.

  3. In the Create Sandbox page, enter a name and select Page Composer as the tool.

  4. If you want to create different infolet configurations for different user roles, select the job role:

    1. Click Edit in the Support Context column for Page Composer.

    2. In the Edit Sandbox Context window, select Job Role and select the job role you want to configure.

      Each job role can access different saved searches and can have a different infolet configuration on their page.

    3. Click OK.

  5. Click Create and Enter.

    The Sandbox toolbar appears at the top of the page.

  6. Click Home to return to the home page.

  7. In the sandbox, select Page Composer from the Tools menu.

    The Page Composer toolbar appears underneath the sandbox toolbar.