# 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.

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#### **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.

<figure><img src="/files/JYbq5aquWyN5QO97eneo" alt=""><figcaption></figcaption></figure>

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### **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**.

<figure><img src="/files/9GIS1R5x8MVhNTDJt0Bz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ptTixXJHbMSDKyMln0uE" alt=""><figcaption></figcaption></figure>

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### **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.**

<figure><img src="/files/aTTaAiG4CttHY3vMjau7" alt=""><figcaption></figcaption></figure>

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### **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**. 🚀


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