Layouts

Layouts in Infinity are customizable page setups that allow Admins to define and control the recommended content for users. They ensure that important charts, reports, and dashboards appear at the top of the Curated Page, making navigation easier.

Why Use Layouts?

• Curated Experience: Ensures users see the most relevant charts and reports.

• Role-Based Control: Assign layouts to roles, making it easy to manage what different users can access.

• Streamlined Navigation: Eliminates the need for users to manually search for key insights.

Creating a Layout

Follow these steps to create a layout in Infinity:

Step 1: Navigate to Layouts

1. Click on the Settings Icon in the left panel.

2. Select User Management from the menu.

3. Click on the Layouts tab.

Step 2: Add a New Layout

1. Click "Add Layout."

2. Enter a Layout Name.

3. To customize : add folders, sub-folders, charts, and storyboards.

4. Arrange and organize items as required.

5. Click "Save."

Your new layout is now available for assignment to roles.

Assigning a Layout to a Role

Once a layout is created, you can assign it to a specific role so that all users with that role see the designated layout.

Steps to Assign a Layout to a Role

1. Navigate to User Management and click on the Roles tab.

2. Select the role you want to assign a layout to.

3. In the Layout section, select the newly created layout from the dropdown list.

Now, all users assigned to this role will see the defined layout in their Curated Page under the Recommended Section.

Ensuring Users Have Permissions for Assigned Charts

When setting up a layout, users must have the correct permissions for the charts included in the layout.

Steps to Manage Chart Permissions

1. Navigate to the Charts section.

2. Locate the chart that appears in the assigned layout.

3. Click the three-dot menu and go to Permissions.

4. Ensure the Role assigned to the layout has at least Read Access.

5. Click Save.

If users do not have the correct permissions, they won't be able to see the charts included in the layout.

The user with assigned layout would see the layout on the recommended section of their curated page.

Best Practices for Using Layouts

✔ Keep layouts simple and relevant – Only include the most critical charts and reports. ✔ Use folders and subfolders – Helps users navigate large sets of data. ✔ Ensure roles have the right permissions – Prevents access issues for assigned layouts. ✔ Regularly update layouts – Keep content fresh and relevant based on business needs.

Layouts in Infinity provide a powerful way to curate and control the user experience. By assigning layouts to roles and ensuring proper permissions, admins can ensure that users always see the most important data first. 🚀