After you create console layouts, assign which layouts users see in the Agent console on the console tab. A user’s profile determines which console layout is seen.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To assign console layouts: | Customize Application |
To assign console layouts:
- From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts.
- Click Console Layout Assignment.
- Select a console layout to assign to a profile via the dropdown list.
- Select the Console tab visibility settings for a profile via the dropdown list. You can only select Console tab visibility settings for profiles assigned to a console layout.
- Click Save.
Note Enterprise, Unlimited, Performance, and Developer Edition users with the Customize
Application permission can assign a console layout to a profile via the profile detail page.
From Setup, enter Profiles in the Quick Find
box, then select Profiles, select a profile name, then click
Edit in the Console Settings section.