--- schema_version: "1" id: eb03be47fe1743865687632390730d71307efe7b8044a80e38da1daa824d03d2 title: Configure K-12 Architecture Kit Basics collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_configure_basics.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_configure_basics.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cac5b4c35619f6024395e911dc01475c8246c8302f49a6370d0212db29d793ac description: Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need. products: - Education release: "264" --- # Configure K-12 Architecture Kit Basics Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need. - **[Assign Record Types to Profiles](https://help.salesforce.com/s/articleView?id=sfdo.k12_configure_basics.htm&release=264.0.0&type=5)** Depending on the version that you started with, it's possible that some record type assignments are different in your org. Make sure that these record types are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. - **[Assign Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.k12_configure_basics.htm&release=264.0.0&type=5)** For objects with page layout assignments that vary by record type, and for custom objects, the default page layout assignments can require configuration. Make sure that these layouts are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. - **[Specify the Household Account Model](https://help.salesforce.com/s/articleView?id=sfdo.k12_configure_basics.htm&release=264.0.0&type=5)** When you install K-12 Architecture Kit using the installer, the Administrative account model is enabled by default. Because family relationships are central to K-12 student success, and tracking data about a student's household can be as important as tracking data about students themselves, we recommend that you change the default Account model to Household Accounts. ## Assign Record Types to Profiles Depending on the version that you started with, it's possible that some record type assignments are different in your org. Make sure that these record types are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. Academic Certification Certificate, Degree, Diploma (default) Account Academic Department, Academic Program, Administrative (default), Business Organization, Educational Institution, Household Account, Sports Organization Attribute Credential (default), Student Characteristic Case Incident (default), Positive Behavior Contact Faculty/Staff, Guardian, Student (default) Course Connection Default, Student (default), Teacher Credential Badge (default), Certification, License Customize record type assignments or add assignments to other profiles as needed. 1. From Setup, in the Quick Find box, enter Profiles, then select **Profiles**. 2. Click the profile to assign record types to. 3. Click **Object Settings**. 4. Click an object, for example, **Cases**. 5. Click **Edit**. 6. Select **Assigned Record Types** and **Default Record Type** for the profile. 7. **Save** your changes. ## Assign Page Layouts For objects with page layout assignments that vary by record type, and for custom objects, the default page layout assignments can require configuration. Make sure that these layouts are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. Academic Certification Record Types - Certificate, Degree, and Diploma: EDA Academic Academic Certification Layout Account Record Types - Academic Department: K12 Kit Academic Department Layout - Academic Program: K12 Kit Academic Program Layout - Administrative, Business Organization: HEDA Organization Layout - Educational Institution: K12 Kit Educational Institution Layout - Household Account: K12 Kit Household Layout - Sports Organization: K12 Kit Sports Organization Layout Attribute Record Types - Credential: K12 Kit Credential Layout - Student Characteristic: K12 Kit Student Characteristic Layout Behavior Involvement - Incident Involvement (Default): K12 Kit Behavior Involvement Layout - Positive Behavior Involvement: K12 Kit Positive Behavior Involvement Layout Behavior Response - Incident Response (Default): K12 Kit Behavior Response Layout - Positive Behavior Response: K12 Kit Positive Behavior Response Layout Case Record Types - Incident: K12 Kit Incident Layout - Positive Behavior: K12 Kit Positive Behavior Layout Contact Record Types - Faculty/Staff: K12 Faculty Staff Layout - Guardian: K12 Kit Guardian Layout - Student: K12 Kit Student Layout Course Connection Record Types - Default, Student: K12 Kit Student Course Enrollment Layout - Teacher: K12 Kit Teacher Course Enrollment Layout Credential Record Types - Badge, Certification, and License: EDA Credential Layout For more help, see [Assign Page Layouts to Profiles or Record Types](https://help.salesforce.com/s/articleview?id=sfdo.sfdo_edit_page_layouts.htm). ## Specify the Household Account Model When you install K-12 Architecture Kit using the installer, the Administrative account model is enabled by default. Because family relationships are central to K-12 student success, and tracking data about a student's household can be as important as tracking data about students themselves, we recommend that you change the default Account model to Household Accounts. After making this change, any time you create a new, independent Contact (that is, a Contact that is not part of another Account), K-12 Architecture Kit automatically creates a Household Account for you, based on the Contact's last name. For example, if you create a new Contact record for a student named Bobby Smith, the Smith Household Account is created for you. 1. From the App Launcher ![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/resources-product/images/app_launcher_icon.png), find and select **EDA Settings**. 2. On the System tab, click **Edit**. 3. From Default Account Model, choose **Household Account**. 4. Click **Save**. That's it! You're now all set up to start using K-12 Architecture Kit.