# Cases: Account prebuilt modules

> Display all Accounts linked to a Case with the Account module, choosing the account type and title field, with customizable visibility rules.

Source: https://help.withpersona.com/articles/5NGkI9YtshcFq7yfLqqw81/
Section: Cases > Features > Layout

## What is the Case Account module?

The **Case Account module** is a prebuilt component that can be added to a Case Template. It displays all related Accounts on a Case. You can attach an Account to case using the [Attach Object to Case step](https://help.withpersona.com/articles/68OO1Ovqk7xRcYUDVMbWYa/) in a Workflow. You can also customize when fields are displayed on the module and define logic that governs when it appears.

![account](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/cases/account.png '1419x355')

## How do you add a Case Account module?

1.  Navigate to the Dashboard, and click on **Cases > Templates**.
2.  Find and click on the Case template you want to edit, or **Create** a new template.
3.  Navigate to the **Tab** you want to add a Case component to. Click an empty space to view the Component Library.
4.  In the right toolbar, search for ‘**Account**.’
5.  Drag and drop the **Account module** into your Case UI and reposition it by dragging it around.

    ![caseaccountcomponent](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/cases/caseaccountcomponent.png '686x449')

6.  Click on the **Account module** on the right toolbar you can customize how information is displayed on the module.
    1.  Under **Settings**, you can select the “Account type” to display from the dropdown menu.
    2.  Under **Settings**, you can set the "Title field key," which determines the account field used as the header text for each account (for example, `business_name`). Account `full name` serves as the default if left empty. If you would like to hide any empty fields from the Case view, click the box next to “Hide empty fields”
    3.  Under **Module Layout**, you can change:
        1.  Dynamic height: Module will grow or shrink to fit its contents.
        2.  Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your case requirements. You can read more about **Visibility Configuration** below.
    4.  Under **Advanced Options > Module Enablement**, you can define custom control conditions that determine when the **Account module** is enabled or disabled. Advanced options are typically configured for specific customers by a Persona team member.
7.  Click the **“Delete”** button if you want to remove the component from the Case UI.

## Visibility Configuration

If you toggle this on you will have two options to customize visibility.

![visibility](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/cases/visibility.png '398x210')

1.  **Basic** visibility allows you to set rules on the **Account module** to determine when it will be visible. You can read more about **Basic Visibility Configuration** below.
2.  **Advanced** visibility allows you to set logic to control when the **Account module** is enabled or disabled based on custom conditions. Advanced options are typically configured for specific customers by a Persona team member.

## Basic Visibility Configuration

Visibility configuration consist of three main components:

1.  **Field**: The object that will have a condition linked to it.
2.  **Condition**: How the field is compared to the value (e.g., equals, does not equal).
3.  **Value**: The value to test against.

    ![visibilityconfig](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/cases/visibilityconfig.png '796x290')

### Creating Visibility Configuration

- **AND Statements**: Combine multiple conditions that must all be true for the rule to pass. Add these using the **"Add"** button.
- **OR Groups**: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking **"Add OR Group"**.

## How to Use Visibility Configuration

1.  Click on the **Account module**, and go to **Module Layout** and toggle the button next to **Visibility** in the right toolbar.
    1.  Click on “**Empty rule**” to see **Visibility Configuration**.
    2.  Create a logical rule by filling in the three boxes following **Show if**, which correspond to an object, its condition, and its value being assessed, respectively. When that logical rule passes, the **Account module** is shown.
    3.  (Optional) Add additional logical rules by clicking either ”**Add**” (if you want to add 'AND' rules, where all must be passed to continue) or ”**Or group”** (if you can also nest a group of OR statements within an AND statement).

## Plans Explained

### Case Account module component by plan

|                               | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| ----------------------------- | --------------- | -------------- | ----------- | --------------- |
| Case Account module component | Limited         | Limited        | Available   | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).