Link Shared Web Layouts to Roles

You can link a shared layout to one or more roles using the People Planner Windows application’s Roles and Data Limitations functionality.

As a result of linking a shared layout to a role, you can assign users who have that role the ability to access that shared layout.

The following example shows how an example IncludeBookedResources shared layout is associated with an example Project Manager role. Assigning the Project Manager role to Kyle Love enables this user to access the IncludeBookedResources layout.