> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize the Page Layout in Skara

Page layout builder helps you to create custom layouts using a visual drag-drop editor. It also enables you to build different layouts based on user roles, teams, or personal preferences.

<iframe width="560" height="315" src="https://www.youtube.com/embed/YrFu8G_o0cM?list=PLyYol_VsdQ5kq3RxvfA2NaXeI_5bAaF1x" title="YouTube video" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

### **Topics covered:**

* [Layout Access](#layout-access)
* [How to Customize the Page Layout for Web](#how-to-customize-the-page-layout)
* [How to Customize the Page Layout for Mobile App](#how-to-customize-the-page-layout-for-mobile-app)

### Layout Access

| Layout Access            | Basic | Pro | Business | Enterprise |
| ------------------------ | ----- | --- | -------- | ---------- |
| Layout Access Org Level  | Yes   | Yes | Yes      | Yes        |
| Layout Access Role Level | ---   | -   | Yes      | Yes        |
| Layout Access Team Level | ---   | -   | Yes      | Yes        |
| Layout Access User Level | ---   | -   | Yes      | Yes        |

### How to Customize the Page Layout

To Customize the Page Layout,

* Navigate to the **Profile Icon** in the top right corner.
* Click on **Set Up**
* Head over to the **Modules** category
* Select any Module from ****Contact orCompany****

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-06-at-6.52.52-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=c113b24b4d6b54e3032f9efe9eab8bd2" alt="Screenshot 2023-10-06 at 6.52.52 PM.png" width="2412" height="1218" data-path="setup/customizations/images/Screenshot-2023-10-06-at-6.52.52-PM.png" />

* Click on the **Customize the Page Layout** option
* Here, you can
  * [Create a New Layout](#create-a-new-layout)
  * [Customize the Default Page Layouts](#how-to-customize-the-page-layout)

### Create a New Layout

To create a New Page Layout,

* Click on the **Create New Layout** option on the right

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-1.30.54-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=db0169cd5072b60bfeb56f4c7d182dc0" alt="Screenshot 2023-10-09 at 1.30.54 PM.png" width="2941" height="797" data-path="setup/customizations/images/Screenshot-2023-10-09-at-1.30.54-PM.png" />

* A pop will open asking for the following details
* **Layout Name**: Enter the layout Name
* **Choose Layout Frame**: Select the appropriate Layout Frame from
  * 3 Column Layout - Default Layout
  * 2 Column Layout - Left Sidebar
  * 2 Column Layout - Right Sidebar
  * 2 Column Layout - Equal width
* Once you have provided the information, click the **Start Customization** button.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-1.34.06-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=58227802143c41d778d763a1771d1c12" alt="Screenshot 2023-10-09 at 1.34.06 PM.png" width="1757" height="850" data-path="setup/customizations/images/Screenshot-2023-10-09-at-1.34.06-PM.png" />

* You will be redirected to the **Visual Layout Builder** Page
* Here, a blank canvas will open with the selected layout frame and one action bar at the top. You can drag-drop the required widget on the screen to create a preferred layout.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-1.47.17-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=f0c457cfabb52f4dd4e25617eb3b4167" alt="Screenshot 2023-10-09 at 1.47.17 PM.png" width="3360" height="1876" data-path="setup/customizations/images/Screenshot-2023-10-09-at-1.47.17-PM.png" />

Build different **Accordions** and **Tabs** to organize the content in a specific structure.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-1.48.53-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=65bd7e6ea61110fb9c770a8d7a1c7af8" alt="Screenshot 2023-10-09 at 1.48.53 PM.png" width="2418" height="1650" data-path="setup/customizations/images/Screenshot-2023-10-09-at-1.48.53-PM.png" />

* You can also **Set the Visibility Rule** from the **+ Add Rule** option
* Set the **Condition Criteria and Save**

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-2.07.53-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=e98792d8602673f974ec51646c8bbede" alt="Screenshot 2023-10-09 at 2.07.53 PM.png" width="2412" height="1649" data-path="setup/customizations/images/Screenshot-2023-10-09-at-2.07.53-PM.png" />

* Once you are done making the changes, you can hit on **Save**.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-1.49.59-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=2b85668d75349f9fc4fd9c90be57a064" alt="Screenshot 2023-10-09 at 1.49.59 PM.png" width="2416" height="486" data-path="setup/customizations/images/Screenshot-2023-10-09-at-1.49.59-PM.png" />

* A pop will open asking for the following information,
  * **Layout Name**: It will display the name that you provided earlier, but you can change it before saving.
  * **Description**: Add a description of the newly created layout.
* Choose if you want to Enable this layout for usage. If you enable the option it will open an option to allow access,
  * **Organization Level**: Everyone in the organization will have access to this layout.
  * **Role**: Only users with specific roles can access this layout.
  * **Teams**: Only users in the specific team can access this layout.
  * **User**: Only specific users can access this layout.
  * Then, **Save** the information

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-2.14.22-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=208447f904d0214b09da1ff6b6d91688" alt="Screenshot 2023-10-09 at 2.14.22 PM.png" width="1680" height="1280" data-path="setup/customizations/images/Screenshot-2023-10-09-at-2.14.22-PM.png" />

<Note>
  \*\*Note: \*\*If you have one layout set as organization level and then you save another then the previous one loses its org level setting and becomes inactive from usage at user level.
</Note>

### Customize the Default Layouts

To customize the Default Layout

* Hover on the **Default Layout** option, **Actions** button will appear
* Click on the **Actions** button and select the **Edit** option.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-2.15.38-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=f18c835a33d04fad683782f43329648b" alt="Screenshot 2023-10-09 at 2.15.38 PM.png" width="2415" height="1182" data-path="setup/customizations/images/Screenshot-2023-10-09-at-2.15.38-PM.png" />

* You will be redirected to the **Layout Builder Page**.
* Here, you can drag and drop the Widgets to align with your specific business processes.
* You can choose to enable/disable the given Actions under the Quick Actions for Module Card

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2024-02-21-at-1.06.19-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=14a211e17287cc5febaf36fa134bfef8" alt="Screenshot 2024-02-21 at 1.06.19 PM.png" width="3360" height="1940" data-path="setup/customizations/images/Screenshot-2024-02-21-at-1.06.19-PM.png" />

* Once done, **save** the changes.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-2.38.19-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=635814aef6e767b5434b2e8bd70a5a42" alt="Screenshot 2023-10-09 at 2.38.19 PM.png" width="3357" height="1876" data-path="setup/customizations/images/Screenshot-2023-10-09-at-2.38.19-PM.png" />

* Once you click on the Save option a pop will open asking for the following information
* Here, you can
  * **Change the Layout Name**
  * **Add the Description**
  * **Enable/Disable the Layout for Usage**
  * **Change the Layout Access**
  * Once done, **save** the information.

<img src="https://mintcdn.com/salesmate/fzAGi9g-1MLF05VN/setup/customizations/images/Screenshot-2023-10-09-at-2.40.45-PM.png?fit=max&auto=format&n=fzAGi9g-1MLF05VN&q=85&s=12562d902d9db293498050d192532865" alt="Screenshot 2023-10-09 at 2.40.45 PM.png" width="1648" height="1294" data-path="setup/customizations/images/Screenshot-2023-10-09-at-2.40.45-PM.png" />

### How to Customize the Page Layout for Mobile App

Once you have moved the customize layout option, you will be able to customize the mobile layout by toggling on the **Enable Custom Mobile Layout** option from the top right bar.

<img src="https://mintcdn.com/salesmate/yB6W4yDkBbhQMQL3/setup/customizations/images/mceclip1-2.png?fit=max&auto=format&n=yB6W4yDkBbhQMQL3&q=85&s=932df19db33a7ea5a7df56b3e330cb1a" alt="mceclip1.png" width="2874" height="1358" data-path="setup/customizations/images/mceclip1-2.png" />

Here you will get an option like,

* **Copy Layout from Desktop:** This will copy all the widgets, sections and settings that has applied to the desktop layout.
* **Start Fresh:** This will create a blank layout without any widgets, that allows you to select the widgets based on your requirements.

<img src="https://mintcdn.com/salesmate/yB6W4yDkBbhQMQL3/setup/customizations/images/mceclip2-2.png?fit=max&auto=format&n=yB6W4yDkBbhQMQL3&q=85&s=d17b97b9907cee5146c7db886f575141" alt="mceclip2.png" width="2832" height="1342" data-path="setup/customizations/images/mceclip2-2.png" />

* You can also switch between the Web, Mobile, and Tab layout.

<img src="https://mintcdn.com/salesmate/UDyyzzsp63MKe1XZ/setup/customizations/images/mceclip3.png?fit=max&auto=format&n=UDyyzzsp63MKe1XZ&q=85&s=8b623e4d384e72833e08f5e45ddf40ac" alt="mceclip3.png" width="2826" height="1342" data-path="setup/customizations/images/mceclip3.png" />

You can add widgets from the right panel. Here you will get options like,

* **New Widgets:** That helps to display the widgets that are available for the mobile layout.
* **Reusable Widgets:** This will allow you to quickly copy widgets from other layouts.
  * **Select Layout:** Select the specific layout from which you would like to copy the widget.
  * **Screen Type:** Select the Desktop or Mobile as the screen type.

<img src="https://mintcdn.com/salesmate/UDyyzzsp63MKe1XZ/setup/customizations/images/mceclip4.png?fit=max&auto=format&n=UDyyzzsp63MKe1XZ&q=85&s=9118f0deb8dab5af3c8a81ed7720b085" alt="mceclip4.png" width="2834" height="1340" data-path="setup/customizations/images/mceclip4.png" />

Once the layout has been created, you can hit save and enable the layout to use for the mobile app.

To disable the mobile layout:

* Move to the custom layout that has an active mobile layout.
* Toggle off the **Enable Custom Mobile Layout** from the top bar

<img src="https://mintcdn.com/salesmate/UDyyzzsp63MKe1XZ/setup/customizations/images/mceclip6.png?fit=max&auto=format&n=UDyyzzsp63MKe1XZ&q=85&s=370ffb69e79cb79e08ad7d58cf38907e" alt="mceclip6.png" width="2830" height="1338" data-path="setup/customizations/images/mceclip6.png" />

* It will give a pop-up message for the confirmation.

<img src="https://mintcdn.com/salesmate/UDyyzzsp63MKe1XZ/setup/customizations/images/mceclip5.png?fit=max&auto=format&n=UDyyzzsp63MKe1XZ&q=85&s=9b2bd390c03827c72a4f34d8959d88ad" alt="mceclip5.png" width="2832" height="1336" data-path="setup/customizations/images/mceclip5.png" />

* Hit "**Yes**" to disable the mobile layout.
