Set Role Permissions on the Layouts You Created

On the List, Edit, and Detail layouts you create, you can make few fields privileged to selective roles. For example, you can show few fields in the Accounts Detail page to the sales managers only and hide them from others.

Add a Role to a Layout

Here is an example of how you can add the Sales Manager role to the Accounts Detail layout:

1. Sign in as the sale administrator or as a setup user.

2. Ensure that you're working in an active sandbox.

3. Go to Navigator > Configuration > Application Composer.

4. On the Overview page, go to Productivity Applications Setup, and then selectCX Cloud Microsoft 365.

5. In the Application Features region, expand Account, and then expand Detail.

6. Select the Standard layout and create a copy.

7. Give a name to the layout you created.

8. In the Assigned Role section, search for and select the Sales Manager role.

9. Move the Parent Account ID field from the Available Fields section to the layout.

10. Save your changes.

11. Publish the sandbox, for your changes to take effect.

When you sign in to Microsoft 365 as a Sales Administrator, you can see the Parent Account ID, which users with other roles can't see.