Third Pane Activation controls which third pane is shown to which users. This allows administrators to tailor contextual information based on personas, roles, user groups, or individual users.

You can create multiple third panes for the same entity. Third Pane Visibility determines:

• Which third pane opens

• Who can see it

• Under what context (persona, user, role, etc.)

This is managed through Grants during Third Pane activation.

Activating the Third Pane

1. Once you finish configuring a Third Pane, the Third Pane entry appears on the Third Pane Layouts page as shown in the following image.

   

2. Enable the toggle to activate the configured Third Pane. The Activate window appears.

   

3. In the Activate window, configure Grants.

4. Click Activate & Publish.

Activation is mandatory for the third pane to be visible on the end user side.

Grants - Controlling Who Sees Which Third Pane

Grants define access and priority for third panes. From the Grants panel, you can assign visibility based on:

• Workspaces

• Persona Apps

• Roles

• User Groups

• Individual Users

Example Use Case

An organization has two personas for the same entity:

• Relationship Manager (RM)

• Regional Head (RH)

You may want:

• RM to see operational details

• RH to see additional privileged insights

This can be achieved by:

• Creating separate third panes

• Assigning each third pane to the appropriate Persona App via Grants

Grant Priority Order

When multiple grants apply, the system resolves which third pane to open using a fixed priority order:

Users → User Groups → Roles → Persona Apps → Workspaces

Example, if

• A third pane is granted to a Persona App*

• Another third pane is granted directly to a User

The User-level grant takes precedence, and that third pane will open.

Global Default

You can enable Global Default to make a third pane universally accessible.

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When Global Default is ON:

• All users

• All persona apps

• All roles and workspaces

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This is useful when:

• Only one third pane should exist

• No role-based differentiation is required

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How End Users Access the Third Pane

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Once activated and granted, third panes can be accessed in multiple ways:

1. From Record Manager (Tabular View)

   • From the three dots available against any record on Record Manager page. Click View Details to open the Third Pane.

2. From Record Page Context

   • When a record is opened, the applicable Third Pane is determined by grants.

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Admins do not need to hardcode which third pane opens. This is fully controlled through visibility rules.