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Save Layouts

 To save a layout that hasn't previously been saved

  1. On the main toolbar of Personal Dashboard or Investigate, click Layouts.
  2. Click Save Layout As.
    The Layout Properties window appears.
  3. Type a name for the layout.
  4. Select the appropriate permissions from the following:
    1. Private. Can only be used by the owner. This is the default.
    2. Public All. Can be applied by anyone, but the layout can only be modified by the owner.
  5. (Optional) Enter details in the Brief Description box.
  6. (Optional) Enter information in the Additional Details box.
  7. Click OK.

If the layout was previously saved, select Save Layout. This saves the changes made to the active layout.

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