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Create Custom Entity or People Pages

Alix
Alix
  • Updated

Automate data grouping and streamline user workflows by creating custom entity oe people pages tailored to specific team roles.

Overview

Custom pages allow administrators to build tailored entity or people pages that group specific system and custom fields in one central location. These pages can be configured for visibility by role, ensuring only relevant users see specific content. This helps teams organize data around actual operational structures (e.g., tax, fund, legal), which reduces interface clutter, maintains proper data separation, and improves overall platform usability.

Availability: Customers with the Scale Configurability add-on.

Create a New Custom Page

  1. Click the Profile icon in the top right corner of the screen

  2. Select Settings

  3. Click Display Settings to open the configuration area

  4. Click the + New button at the top right of the page

  5. Select Page from the dropdown to create a new page

  6. In the New Page modal, enter a Name for the page, such as "Tax Details" or "Bank Accounts", and select either Entity or Person for its Location

  7. Click Create

  8. Click Save

  9. In the newly created custom page, set the initial Page visibility to determine whether the page is active (Visible) or hidden (Not visible) within the Entities

Note: When the page isn't visible, it won't be shown for any users, and you won't be able to grant permissions to it in custom roles.
 

Add Sections and Fields to Custom Pages

  1. Open the newly created custom page within the Display Settings area

  2. Click + Add section to introduce a new content block to the page layout

  3. Label the new section header, such as "Details" or "Tax Details"

  4. Click + Select fields

  5.  Select Existing to import existing System Fields or Custom Fields into the section

  6. To add existing fields, click Select existing fields

  7. In the Select fields modal, check the boxes next to the desired fields and click Save

    • Note: Use the Filters (Field type, Question type, Page) to refine the results or search for a specific field using the Search bar

  8. Alternatively, click Create custom field to generate an entirely new field directly within this page layout

  9. Define the custom field parameters, including the field name, requirement status, and question type, such as Short Answer

  10. Set the field-level edit permissions to either All Users or Admins Only to restrict who can modify the data field

  11. Click Save to apply the layout updates and surface the fields on the custom page

Configure Role-Based Access and Visibility

  1. Navigate to the Access section and click on the Roles and Permissions tab

  2. Select the specific Custom Role that requires access to the custom page, such as a specialized tax or fund user role

  3. Access the Entity Permissions configuration grid

  4. Locate the specific custom page name within the permissions list

  5. Toggle the visibility settings to ensure only the selected Custom Role has viewing access to this page, keeping the view hidden for all other team members

  6. Click Save to finalize the security and visibility updates

Video Instructions