--- title: Allowing Users to Personalize Listviews and Layouts (When Using Roles) description: Administrators can allow users to customize and save layouts on their own. Allowing users to customize their layouts removes friction from the customization process and lets individual users customize their workflows independant of others who share their roles. image: https://customer.syspro.com/hs-fs/file-1214387296-png/customer_blog/docking-list-view-layout.png --- [![](https://customer.syspro.com/hs-fs/hubfs/SYSPRO_WORD_COBALT.png?width=1200&height=319&name=SYSPRO_WORD_COBALT.png)](http://syspro.com) ![Customer View](https://customer.syspro.com/hs-fs/file-746879232-png/customer_blog/customer-view-tangram.png?width=450&name=customer-view-tangram.png "Customer View") - [SYSPRO Home](http://www.syspro.com/) - [Blog Home](https://customer.syspro.com) - [Support Zone](http://support.syspro.com/distributor/main.php) - [Contact](http://www.syspro.com/contact/) ## [Allowing Users to Personalize Listviews and Layouts (When Using Roles)](https://customer.syspro.com/allowing-users-to-personalize-listviews-layouts) Posted by [Canada Support Team](https://customer.syspro.com/author/canada-support-team) Jul 17, 2014 9:30:00 AM When using roles in SYSPRO 6.1, Administrators can design SYSPRO screen listviews and docking pane layouts against a role so that operators linked to the role see the same screen layouts. Administrators can also choose to allow users to further personalize their own listviews and modify their screen layouts within the role. Allowing users to personalize their SYSPRO screens enables them to organize listviews and docking panes in a way that is most useful and efficient for them. ## Settings There are two security settings that control whether users (who are a member of a role) are allowed to modify their listviews and docking pane layouts. ![activities-layout-list-view](https://customer.syspro.com/hs-fs/file-1247919461-png/customer_blog/activities-layout-list-view.png) These settings allow the users to personalize the default role design layout by pinning/unpinning panes, removing columns, and resizing columns and these changes will be saved the next time they re-open this program. The user cannot add fields, columns or panes that were not part of the role’s original design layout. If these two security activities are de-selected and operator is part of a role, any changes they make to the docking pane and list view layouts are not saved once they exit the program. The next time they open the program, the default role design layout will be restored. The settings to allow (or disallow) users from modifying listviews and columns are configured either at Role level or at Operator level within Role Management. ![activities-fields-configuration](https://customer.syspro.com/hs-fs/file-1247934481-png/customer_blog/activities-fields-configuration.png) ## Role-Level Settings If **Activities and fields** are **Configured by role**, then use the following procedure to allow users to customize and save layouts in SYSPRO 6.1: 1. Open the **Role Management** window and select the desired role. 2. Under **Role configuration**, set **Activities and fields** to **Configured by role**. 3. Click on the magnifying glass icon at the far right of the **Activities and fields** settings to open the **Role Activities and Fields Maintenance** window. 4. In the **Activities** section of the **Security** pane, set **Activity selection** to **List** and click **Edit** to open the **Activities** window. 5. With the **Activities** window you can filter the long list of activities: type **CTRL+F** to **Filter Text** and type "roles" to filter the activities to just the two you need. 6. Select **Save docking layout when using roles** and **Save list view layout when using roles** 7. Click **Accept and Close** to save the settings. ![filter-activities-role](https://customer.syspro.com/hs-fs/file-1245675724-png/customer_blog/filter-activities-role.png) You can find these same settings in SYSPRO 7 under **Administration** > **Security** > **Roles**. ## Operator-Level Settings If **Activities and fields** are **Not configured by role**, then use the following procedure to allow users to customize and save layouts in SYSPRO 6.1: 1. Within **Operator Maintenance**, **Security** tab, set **Activities selection** to **List** and click **Edit** to open the **Activities** window. 2. With the **Activities** window you can filter the long list of activities: type **CTRL+F** to **Filter Text** and type "roles" to filter the activities to just the two you need. 3. Select **Save docking layout when using roles** and **Save list view layout when using roles** 4. Click **Accept and Close** to save the settings.  ![filter-activities-operator](https://customer.syspro.com/hs-fs/file-1252020947-png/customer_blog/filter-activities-operator.png) SYSPRO 7 users can access these settings under **Administration** > **Security** > **Operators** and then select **Selection** in the **Activities** section of the **Security** tab.   [![support-zone-registration](https://customer.syspro.com/hs-fs/hub/239680/file-700683845.png)](http://support.syspro.com/log_in.php?event=register&read=true) [![SYSPRO7](https://customer.syspro.com/hs-fs/hub/239680/file-1095819675.jpg)](http://infozone.syspro.com/syspro7) ### Subscribe to Email Updates ### Recent Posts ### Module Spotlight - [![](https://customer.syspro.com/hs-fs/file-700182983-png/customer_blog/module_graphics/inventory-forecasting.png)](http://www.syspro.com/resources/factsheets/inventory_forecasting_factsheet.pdf) ### Inventory Forecasting Produce and measure automatic or manual forecasts. - [![](https://customer.syspro.com/hs-fs/file-701839046-png/customer_blog/module_graphics/lot-traceability.png)](http://www.syspro.com/resources/factsheets/lot_factsheet_h-res.pdf) ### Lot Traceability Track materials through receipt, manufacture, assembly, inspection, stocking and distribution. ### Become a Customer Case Study   - Raise your company's image - Promote your brand - Demonstrate your leadership [Learn More](https://digital.syspro.com/become-customer-case-study) ### From the Smarter ERP BLog © 2026 Syspro ![](https://googleads.g.doubleclick.net/pagead/viewthroughconversion/1062870112/?value=1.00¤cy_code=CAD&label=vimiCOirmgMQ4Ljo-gM&guid=ON&script=0)