To configure this feature:

1. Ensure the following features are configured:

   • Managing Users in Align
   • Using Functional Profiles
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.

4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   crm_layout_profile__v	CRED	All	All	Edit
   aln_functional_profile__v	CRED	All	crm_layout_profile__v	Edit
   aln_roster_member__v	CRED	All	crm_layout_profile_override__v crm_imported_layout_profile__v	Edit

6. Navigate to Admin > Configuration > Objects > aln_roster_member__v > Layouts.

7. Place the following fields on the appropriate layouts:

   • crm_layout_profile_override__v
   • crm_imported_layout_profile__v
8. Ensure the crm_layout_profile_override__v field has an active outbound field mapping in the integration with Vault CRM.

When the next import occurs, active layoutprofile__sys records import as crm_layout_profile__v records ith the following properties:

• name__v = The value of the name__v field from the corresponding layoutprofile__sys record
• status__v = active__v
• vault_crm_record_id__v = The value of the id field from the corresponding layoutprofile__sys record

Assigning Layout Profiles to Functional Profiles

Once layoutprofile__sys records are imported as crm_layout_profile__v records, Align operational users can assign a layout profile to multiple users at once using functional profiles:

1. Edit the appropriate aln_functional_profile__v record.
2. Use the CRM Layout Profile field to search for and select the appropriate crm_layout_profile__v record.
3. Select Save.

If a layout profile associated with one or more functional profiles is deleted, the corresponding crm_layout_profile__v record is not deleted during the next import. Instead, an error displays in the import log informing users that the crm_layout_profile__v record must first be disassociated from all functional profiles.

Manually Overriding a Roster Member's Layout Profile

By default, individual roster members' associated layout profile is inherited from their associated functional profile. However, users can override this functionality with a specific layout profile per aln_roster_member__v record.

Roster members must be designated as Align-mastered in order to manually override their layout profile.

To override a roster member's layout profile:

1. Edit the appropriate aln_roster_member__v record.
2. Use the crm_layout_profile_override__v field to search for and select the appropriate layout profile.
3. Select Save.