How to Restrict Users from Accessing Certain Information Using Listing Page Layout in Kylas CRM
Overview
In Kylas CRM, the Listing Page Layout feature allows admins to control what data is visible to different users on the listing (table) view of each module—like Leads, Deals, Contacts, Companies, etc. This capability is crucial for maintaining data confidentiality, simplifying the interface for different teams, and improving focus by hiding irrelevant fields.
In this article, you'll learn how to restrict user access to specific fields on the listing page without affecting record-level access or permissions.
Table of Contents
Prerequisites
What is Listing Page Layout?
Steps to Configure Layout and Restrict Visibility
Use Cases
Benefits
Best Practices
Conclusion
Prerequisites
Before proceeding, ensure the following:
You must be an Admin user with access to the Settings section.
The modules (Leads, Deals, etc.) you want to configure must already have custom fields or default fields.
User roles and teams should already be created if you want different layouts for different groups.
What is Listing Page Layout?
The Listing Page Layout in Kylas CRM determines which columns (fields) appear in the list view of a module for different user profiles. It allows admins to:
Hide sensitive or irrelevant information from specific users or roles.
Customize the experience per team (e.g., Marketing vs Sales).
Improve visibility for only what matters to each user.
This layout only affects the table view, not detailed record access.
Steps to Configure Layout and Restrict Visibility
Step 1: Go to Settings
Log in to your Kylas CRM account.
Click on the Profile icon. Under your profile click on Gear Icon (CRM Settings) in the top right.
Step 2: Navigate to “Listing Page Layout”
Under the “Customization” section, select Layout.
Step 3: Choose the Module
Select the module you want to configure (e.g., Leads, Deals, Contacts, Company, Tasks).
This functionality is applicable only to custom layouts, as system layouts have profile access already set to "All" by default.
Step 4: Customize the Fields
You’ll see a list of available fields (system and custom).
Select only the fields you want this role/team to view.
Drag and drop to reorder if needed.
Uncheck or exclude fields that should remain hidden.
You’ll see a list of available fields (system and custom).
Select only the fields you want this role/team to view.
Drag and drop to reorder if needed.
Uncheck or exclude fields that should remain hidden.
Step 4: Select the User Profile
Choose the user role or team for which you want to configure the listing layout.
Step 6: Save
Click Save to apply the changes.
The selected users will now only see the defined columns in the module’s list view.
Use Cases
Use Case | Description |
Hide deal margin or commission info | Prevent junior staff from seeing sensitive financial data |
Different views for Sales and Marketing | Sales sees contact & pipeline data; Marketing sees source & campaign info |
Focused view for interns or telecallers | Show only name, phone number, and status |
Region-wise layout | Show location-specific info to regional teams |
Benefits
Benefit | Description |
Enhanced Data Confidentiality | Prevents unwanted field-level visibility across teams |
Simpler User Experience | Reduces clutter and improves focus for each user role |
Role-Based Customization | Tailor list views to specific departments or teams |
Better Performance | Lighter UI loads faster with fewer visible columns |
Best Practices
Create separate roles for different teams before customizing layouts.
Use custom fields where necessary and restrict their visibility smartly.
Review listing layouts periodically to adapt to business process changes.
Combine with field-level security and record-sharing rules for stronger control.
Conclusion
Using the Listing Page Layout in Kylas CRM, you can effectively control what information each team member sees on the listing page—ensuring confidentiality, clarity, and role-appropriate focus. It’s a powerful, non-invasive way to streamline user access without complex permission management.
Start customizing today to improve productivity while keeping sensitive business information in the right hands!
Related Articles
Deal Form Layout
"Deal" is one of the prime business entities demanded in order to track the Sales Flow. It comes with different stages and with specific information in order to visualize the sales pipeline and estimate business revenues. Kylas CRM allows you to ...Assign Different Profiles to the Layout - Deal
This article covers the steps on how you can assign different profiles to the Layout. Prerequisites 1.Permissions: Configuration Management > Layout > Basic Access: Toggle on "Create" & Administrative Access: "Update All" 2. Product Plans: Elevate 3. ...How to Import Meetings in Kylas?
This article covers the steps on how to import the meetings in Kylas. Prerequisites Permissions: Any user with permission to Create meetings. Product Plans: Elevate Activities to be Completed: None Steps Step 1. Navigate to the CRM settings> ...How to Share the Company Records?
Company Records play a crucial role in the CRM structure, since they hold all the details pertaining to the customer's business type, industry they are dealing with, all the point of contacts you would be dealing within that organization. There might ...How to add custom fields in Deals Module?
Kylas CRM provides the user the option to add custom fields in certain Modules, which is critical for his business. For example, for a company selling e-learning content for school students, it will be necessary to add the estimated value and actual ...