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Conga Support

Editing Account Page Layouts For Roles

In a Conga Orchestrate process, you can assign responsibilities at each Step to different team roles.

To view the team member(s) involved in a process for an Account, add the Team Member related list to applicable Account page layouts:

  1. In Setup, use the Quick Find and type Accounts.
  2. Select Page Layouts.
    account-page-layouts-setup-quick-find.jpg
  3. Select Edit next to the Page Layout in which you're adding the Team Member related list.
  4. Select Related Lists.
  5. Drag and drop the Team Member section onto the page layout.
    clipboard_ebd63603082958061580eba9a02f52bc3.png
  6. Select the Related List Properties (wrench icon) on the Team Members related list.
    clipboard_eb2894a70e3bf30b164d1d2a39ec23e69.png
  7. Add Team Member and Team Role to the Selected Fields frame.
    clipboard_e66015e2fa3491eb9f61ea16b1f0ccd7b.png
  8. Click Ok.
  9. Select the Save button in the Page Layout editor.
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