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Account Page layouts by Security Role

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Hello everyone, happy New Year!


I've been wondering what the best way to go about this would be.  Essentially, the scenario is as follows:

We have a Sales group, and a Consumables group.  Both have different security roles assigned to them, both require a different layout for the Account Pages.

My initial thought about doing this would be:

  • Creating a new Account form
  • "Enable Security Roles" on the new form, and enabling only the Consumables Group
  • Repeat process for the Sales group
  • Remove the two groups from the original Account form

My hope would be that I can design the Account page to be unique for the Sales and Consumables group.  Would this be the correct process in achieving this? 


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