To save a layout that hasn't previously been saved
- On the main toolbar of Personal Dashboard or Investigate, click Layouts.
- Click Save Layout As.
The Layout Properties window appears.
- Type a name for the layout.
- Select the appropriate permissions from the following:
- Private. Can only be used by the owner. This is the default.
- Public All. Can be applied by anyone, but the layout can only be modified by the owner.
- (Optional) Enter details in the Brief Description box.
- (Optional) Enter information in the Additional Details box.
- Click OK.
If the layout was previously saved, select Save Layout. This saves the changes made to the active layout.