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Setup Pages Tab - Manage Page Layouts

The Setup Pages tab controls the layout used in Step 1 of the Setup Wizards. There are multiple wizards that are used to create entities in the system. The layouts you can choose from are created on the Manage Summary Pages page or the Manage Sub Pages page.

You can also change other steps in our entity setup wizards. To learn more, see our Replace Wizard Steps walkthrough.

To change the page layout of step 1 of a setup wizard:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Page Layouts link in the Company Administration column.

    The Manage Page Layouts page opens.

  3. Select the Setup Pages tab.

    The Setup Pages page opens.

  4. Select the page layout you want to use for the appropriate entity setup wizard from its field.

  5. Click Update at the bottom-center of the page.

    The page refreshes. The wizard layout is updated.