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Create Custom Entity or People Pages (Administrators Only)

Alix
Alix
  • Updated
The new Custom Page Builder empowers administrators to design tailored pages for entities and people, combining system and custom fields into highly configurable, drag-and-drop layouts. This feature gives your organization greater control over how essential data is organized and presented, enabling you to build purpose-built workspaces for specialized departments such as Tax, Finance, or Compliance.

Overview

A dedicated interface that allows admins to construct custom entity or person pages using an intuitive drag-and-drop builder. Users can search and pull any accessible system or custom field into configurable sections, utilizing real-time preview and layout controls.

Availability: Customers with the Scale Configurability add-on.

Important: The Display Settings section is only available to Administrators.

Build a Custom Page

1. Access the Page Builder
  • Log in with Administrator permissions

  • Click the Profile icon in the top right corner of the screen

  • Select Settings

  • Click Display Settings to open the configuration area

  • Click the + New button at the top right-hand corner and select Page from the dropdown menu to launch the builder in Build view

2. Initialize the Page

  • 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

  • Click Create to enter the workspace canvas

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

Note: When the page isn't visible, users won't see it, and you can't grant permissions to it in custom roles.
 
3. Set Up Sections
  • Begin by creating logical groupings for your data by adding a Section (e.g., "Tax Details" or "Tax Compliance"). Click Add Section to start.
  • Click the pencil icon next to its name to edit the section Name and setting its visibility (Visible or Not Visible)
  • Sections serve as the foundational blocks where your fields will live. Add as many sections as needed to organize the page effectively.
4. Search and Add Fields
  • Use the Field Library search bar to locate specific data points to add to your section
    • Default Fields: Pull in system data points
    • Custom Fields: Bring in team-created properties tailored to your organization
  • Click the + Add button to add fields within a section
  • Alternatively drag a field or click to add a field within the section 
5. Customize the Layout
  • Once your fields are added to a section, use the drag-and-drop functionality to reorder and arrange them
  • You can easily move items between sections and define exactly how the data should flow on the screen
6. Preview the Design
  • Click Preview at any point during the build process to see exactly how the page will render for your end-users
  • This allows you to verify that dropdowns, side-by-side pairing fields (like Tax Country and Tax Region), and checkboxes display cleanly and harmoniously
7. Save and Publish
  • Once you are satisfied with the layout, click Save
  • Ensure you toggle the page to Visible
  • The custom page will now instantly appear as a dedicated, clean tab within your active entity profiles for your users to access.
Note: To delete a page, click the red Delete Page button. 

Configure Role-Based Access and Visibility

  1. Navigate to the main 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

For a complete walkthrough of the Page Builder interface, including step-by-step guidance on adding sections, managing fields, and utilizing the preview function, please watch the demonstration video below.