---
schema_version: "1"
id: 58e0822dc547107c90fe4ef10bd8ab7947b3cb3eb8589fdc1a55400a80d4c356
title: Set Up the Account Record Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_account_record_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0477af6f25057fb44400617e8f08f5e0c949b082c6de66aed80d76ec27528421
description: Configure record pages for the Account object in Education Cloud.
products:
  - Education
release: "264"
---
# Set Up the Account Record Page

Configure record pages for the Account object in Education Cloud.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e81">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e84">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e81 ">To set up the Account record page:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e84 ">
              <p>Education Cloud Full Access </p>
              <p>AND</p>
              <p>View Setup &amp;
                Configuration</p>
              <p>AND</p>
              <p>Customize Application </p>
              <p>AND</p>
              <p>OmniStudio Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">OmniStudio User</p>
            </td>

          </tr>
        </tbody>
      </table>

- **[Create Account Record Pages](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5)**  
    Create record pages for students and alumni for the Account object in Lightning App Builder.
- **[Set Up a Relationship Graph for Person Accounts](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5)**  
    Set up a relationship graph in Actionable Relationship Center that you can use on the Account record page.
- **[Add Components to the Account Record Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5)**  
    Add and configure Lightning Web Components to the student and alumni Account record pages.
- **[Activate the Record Pages](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5)**  
    After you configure your pages, make them the default record pages for the Student Success and Alumni Relations apps.
- **[Set Up the Person Account Record Page for Financial Aid Insights](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_account_record_page.htm&release=264.0.0&type=5)**  
    Equip staff with a comprehensive view of a student's financial aid data directly in Salesforce. By configuring Lightning web components on the Person Account record page, staff can access student applications, awards, cost estimates, and disbursements without navigating to external systems.

## Create Account Record Pages

Create record pages for students and alumni for the Account object in Lightning App Builder.

### Create a Student Record Page

1. From Setup, in the Quick Find box, enter App Manager, and then select **App Manager**.
2. Next to Student Success, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png) , and then select **Edit**.
3. Click **Pages**, and then select **New Page**.
4. Click **Record Page**, and then click **Next**.
5. Enter a label for the record page. For example, enter Student Record Page.
6. In the Object field, search for and then select **Account**.
7. Under Choose Page Template, select **Three Regions**, and then click **Done**.

### Create an Alumni Record Page

1. From Setup, in the Quick Find box, enter App Manager, and then select **App Manager**.
2. Next to Alumni, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png) , and then select **Edit**.
3. Click **Pages**, and then select **New Page**.
4. Click **Record Page**, and then click **Next**.
5. Enter a label for the record page. For example, enter Alumni Record Page.
6. In the Object field, search for and then select **Account**.
7. Under Choose Page Template, select **Three Regions**, and then click **Done**.

## Set Up a Relationship Graph for Person Accounts

Set up a relationship graph in Actionable Relationship Center that you can use on the Account record page.

1. From Setup, in the Quick Find box, enter Account Settings, and then select **Account Settings**.
2. Click **Edit**.
3. Select **Allow users to relate a contact to multiple accounts**, and then save your changes.
4. In the Quick Find box, enter Group Membership Settings, and then select **Group Membership Settings**.
5. Enable Group Membership.
6. In the Quick Find box, enter Actionable Relationship Center, and then select **Actionable Relationship Center**.
7. Click **New Relationship Graph**.
8. Select **Education Cloud Person Account Relations**, and then click **Create Graph**.
9. Enter a label and developer name, and then save your changes.

## Add Components to the Account Record Page

Add and configure Lightning Web Components to the student and alumni Account record pages.

### Student Record Page

![Student Account page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_student_record_page.png)

With the student Account record page open in Lightning App builder, add these components to the page.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:30%">
              <col style="width:70%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e476">Component</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e478">Configuration Steps</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Student Profile Flexcard (1)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Flexcard</strong> component into the left column. </li>
                    <li>In the Flexcard Name menu, select <strong class="uicontrol">EDUStudentProfileCard</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Advising Center Flexcard (1)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Flexcard</strong> component below the student profile Flexcard, or where desired. </li>
                    <li>In the Flexcard Name menu, select <strong class="uicontrol">EDUStuSuccessAdvisingCenter</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Timeline (1)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">Drag the <strong class="uicontrol">Timeline</strong> component to the left column below the student profile or advising center Flexcard component.</td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Action Launcher (2)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Action Launcher</strong> component to the center column. </li>
                    <li>To associate actions with a record page, create an Action Launcher deployment. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Tabs (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Tabs</strong> component to the center column. </li>
                    <li>Set up these tabs: <ol>
                        <li>Cases </li>
                        <li>Interaction Summary </li>
                        <li>Academics </li>
                        <li>Appointments </li>
                        <li>Staff Scheduler </li>
                      </ol>
                    </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Cases (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Cases</strong> tab. </li>
                    <li>Add and configure the Related List-Single component for Cases. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Interaction Summary (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Interaction Summary</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">Interaction Summaries</strong> component. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Academics (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Academics</strong> tab. </li>
                    <li>Add and configure the <strong class="uicontrol">Related List-Single</strong> component for Academic Term Enrollments. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Appointments (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Appointments</strong> tab. </li>
                    <li>Add and configure the <strong class="uicontrol">Related List-Single</strong> component for Appointments. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Staff Scheduler (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Staff Scheduler</strong> tab. </li>

                    <li>Add and configure the <strong class="uicontrol">Staff Appointment
                        Scheduling</strong> component.</li>

                    <li>Apply other customizations as necessary. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e476 ">Interest Tags (4)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e478 ">Drag the <strong class="uicontrol">Interest Tags</strong> component to the right column.</td>
              </tr>
            </tbody>
          </table>

### Alumni Record Page

![Alumni Account record page layout template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_alumni_account_record_page.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:30%">
              <col style="width:70%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e652">Component</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d151657e654">Configuration Steps</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Highlights Panel (1)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">Drag the <strong class="uicontrol">Highlights Panel</strong> component to the center column.</td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Alumni Profile Card (2)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Flexcard</strong> component to the left column. </li>
                    <li>In the Flexcard Name menu, select <strong class="uicontrol">EDUAlumniProfile</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Timeline (3)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Timeline</strong> component to the left column below the Alumni Profile card. </li>
                    <li>For Timeline Configuration, select <strong class="uicontrol">Alumni Activities</strong>. </li>
                    <li>Click <strong class="uicontrol">OK</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Action Launcher (4)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Action Launcher</strong> component to the center column below the Highlights Panel. </li>
                    <li>To associate actions with a record page, create an Action Launcher deployment. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Life Events (5)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">Drag the <strong class="uicontrol">Events and Milestones</strong> component to the center column below the Action Launcher.</td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Tabs (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Drag the <strong class="uicontrol">Tabs</strong> component to the center column below the Life Events component. </li>
                    <li>Set up these tabs: <ol>
                        <li>Engagement </li>
                        <li>Relationships </li>
                        <li>Education </li>
                        <li>Employment </li>
                        <li>Details</li>
                        <li>Portal Profile Preference </li>
                        <li>Related</li>
                      </ol>
                    </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Engagement (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Engagement</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">Flexcard</strong> component and for the name, select <strong class="uicontrol">ServiceExcellenceGenericAlertCard</strong>. </li>
                    <li>For Maximum Number of Alerts (1-20), enter <kbd>3</kbd>. </li>
                    <li>Below the Flexcard component, add the <strong class="uicontrol">Dynamic Related List-Single</strong> component. </li>
                    <li>For Related List, select <strong class="uicontrol">Cases</strong>. </li>
                    <li>For Related List Type, select <strong class="uicontrol">List</strong>. </li>
                    <li>For Number of Records to Display, enter <kbd>3</kbd>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Relationships (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Relationships</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">ARC Relationship Graph</strong> component. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Education (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Education</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">Related List-Single</strong> component. </li>
                    <li>For Related List, select <strong class="uicontrol">Person Education</strong>. </li>
                    <li>Add the <strong class="uicontrol">Related List-Single</strong> component. </li>
                    <li>For Related List, select <strong class="uicontrol">Person Academic Credentials</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Employment (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Employment</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">Related List-Single</strong> component. </li>
                    <li>For Related List, select <strong class="uicontrol">Person Employments</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Details (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Click the <strong class="uicontrol">Details</strong> tab.</li>
                    <li>Add the <strong class="uicontrol">Record Detail</strong> component.</li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Portal Profile Preference (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Portal Profile Preference</strong> tab. </li>
                    <li>Add the <strong class="uicontrol">Related List-Single</strong> component. </li>
                    <li>For Related List, select <strong class="uicontrol">Person Public Profile Preference Sets</strong>. </li>
                    <li>For Related List Type, select <strong class="uicontrol">Enhanced List</strong>. </li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Related (6)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <ol>
                    <li>Select the <strong class="uicontrol">Related</strong> tab.</li>
                    <li>Add the <strong class="uicontrol">Related Lists</strong> component.</li>
                  </ol>
                </td>
              </tr>
              <tr class="">
                <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e652 ">Interest Tags (7)</td>
                <td data-label="Configuration Steps" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e654 ">
                  <p style="margin-bottom:0;">Drag the <strong class="uicontrol">Interest Tags</strong> component to the right column.</p>
                </td>
              </tr>
            </tbody>
          </table>

After you add the components, save your changes and continue to the next section.

## Activate the Record Pages

After you configure your pages, make them the default record pages for the Student Success and Alumni Relations apps.

See Also:

- [Add and Customize Tabs on Lightning Pages Using the Lightning App Builder](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages_add_tabs.htm&type=5)
- [Model Faculty, Staff, Students, and Alumni](https://help.salesforce.com/s/articleView?id=sfdo.ec_model_faculty_staff_students.htm&release=264.0.0&type=5 "Use the Person Account object to model faculty, staff, students, and alumni.")
- [View Events Using Timeline in Salesforce](https://help.salesforce.com/s/articleview?id=ind.timeline.htm&type=5)
- [Create an Action Launcher Deployment](https://help.salesforce.com/s/articleview?id=ind.create_an_action_launcher_deployment.htm&type=5)
- [Related List - Single](https://help.salesforce.com/s/articleview?id=experience.rss_related_record_list_single.htm&type=5)
- [Activate Lightning Experience Record Pages](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5)

## Set Up the Person Account Record Page for Financial Aid Insights

Equip staff with a comprehensive view of a student's financial aid data directly in Salesforce. By configuring Lightning web components on the Person Account record page, staff can access student applications, awards, cost estimates, and disbursements without navigating to external systems.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
            <caption>Required Editions</caption>
            <colgroup>
              <col style="width:100%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and
                    <strong>Developer</strong> Editions with with these enabled licenses and add-ons:
                  </p>
                  <ul>
                    <li>Education Cloud license</li>

                    <li>Agentforce for Education add-on license</li>

                    <li>Data 360 as part of an Agentforce add-on or as a standalone license</li>

                  </ul>
                </td>

              </tr>
            </tbody>
          </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d151657e1063">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e1063 ">To update the Person Account page and configure components:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d151657e1063 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

### Configure the Financial Aid Year Filter for Staff

The Financial Aid Year Filter is a required component that must be present on the page to use other financial aid components.

1. Open an active Person Account record page in Lightning App Builder.
2. Optionally, add a new tab for financial aid insights.
3. Drag the **Financial Aid Year Filter** component onto the page.
    
    You can add one instance of the component per page.
4. Select the component to open the properties pane.
5. Deselect **Show help button**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note The button is supported only in Experience Cloud.
6. Optionally, select **Show external link button** and configure the **External Link Button URL** to enable staff to navigate directly to your external financial aid management system.
7. Save your changes.

### Configure Financial Aid Information Components for Staff

Add any combination of optional financial aid components to the Person Account record page.

1. In Lightning App Builder, drag any of these components onto your Person Account record page.
    
    You can arrange them in tabs or accordions for better organization.
    
    - Financial Aid Highlights
    - Financial Aid Overview
    - Financial Aid Checklist
    - Financial Aid Applications
    - Financial Aid Awards
    - Financial Aid Disbursements
    
    For details about how each component displays data and calculates totals, see [Financial Aid Components](https://help.salesforce.com/s/articleView?id=sfdo.ec_financial_aid_components.htm&release=264.0.0&type=5 "Learn how the financial aid components display data and calculate totals for students, prospects, and staff.").
2. For any component with an external link, configure the **Show external link button**, **External Link Button Label**, and **External Link Button URL** attributes.
3. Save and activate the page.