# Configuring Account views with Layout Editor

> Arrange modules like Inquiries, Reports, and Signals on each Account Type with the drag-and-drop Layout Editor, plus height and visibility controls.

Source: https://help.withpersona.com/articles/6vTs9Xe6Z72JKNf8cy4F7w/
Section: Accounts > Introduction > Using Accounts

## Overview

Within each Account Type, organizations have the ability to modify how information is arranged and displayed. Since accounts are meant to be a source of truth for an entity’s identity data, Persona equips organizations with a flexible drag-and-drop tool to build identity records that reflect their business needs. This may be helpful in the following scenarios:

- Customize how account data is displayed per account type (e.g. surfacing the most frequently referenced information at the top of the template)
- Consolidate data from multiple sources in one place and organize data by its source
- Easily view and access related records

  ![Account Layout Editor](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/account-layout-editor.gif '1600x900')

## Configure your Account Layout

To modify your Account layout, use the layout editor to drag-and-drop modules into the desired location. Modules are prebuilt components (e.g. Inquiries, Reports, Verifications) containing specific kinds of information that may be useful when performing business or user lookups.

1.  From the left navigation menu, select **Accounts > Types** to view your existing list of Account Types.

    ![Create Account Type](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/create-account-types.png '1600x522')

2.  Clicking on an Account Type will open the Layout Editor. On this page, you’ll see the Account layout, along with a right panel showing the Component Library. The Component Library features a variety of prebuilt Modules that serve as building blocks for your template (see below for all available prebuilt Modules).
3.  Drag and drop your preferred Module into the layout to customize the experience for viewing your accounts. For advanced configurations, we also provide settings for Dynamic Height and Visibility.

![Module configurations](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/module-configurations.png '384x310')

- **Dynamic Height** automatically grows or shrinks modules to fit its contents.
- **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 requirements. You can read more about [Cases: Visibility Configuration](https://help.withpersona.com/articles/2Q9Z1rKNix3YYxUoEnFtLc/) here.

## Layout Modules

Modules available in the Account Layout Editor include the following:

### Build Your Own

| **Module Name** | **Description**                                                                                        |
| --------------- | ------------------------------------------------------------------------------------------------------ |
| Data Table      | A configurable table for showing selected data in a custom table.                                      |
| Data Display    | A configurable block for showing selected data fields in a custom arrangement.                         |
| Gallery         | Displays a gallery of images, such as captured documents or selfies.                                   |
| Graph           | Renders a link/relationship graph connecting this record to related entities.                          |
| Related Records | Learn more about Related records [here](https://help.withpersona.com/articles/6XsAeLSbjDP5WaVxuYySz1/).                            |
| Account         | Embeds any linked account record(s) and its details.                                                   |
| Cases           | Lists any case(s) associated with this account.                                                        |
| Inquiry         | Surfaces any linked Persona inquiries.                                                                 |
| Report          | Shows links to reports (e.g., a watchlist or adverse-media report) tied to the record.                 |
| Transactions    | Shows transaction records associated with the record.                                                  |
| Verification    | Displays the details of verification(s) (document, selfie, database, etc.) associated with the record. |

### List Matches

| **Module Name** | **Description**                                       |
| --------------- | ----------------------------------------------------- |
| Relations       | Shows entities related to this account via relations. |
| Documents       | Shows documents associated with the account.          |
| Integration Log | Shows logs of external integration/workflow calls.    |

### Account Management

| **Module Name** | **Description**                                                                           |
| --------------- | ----------------------------------------------------------------------------------------- |
| Comments        | Lets reviewers read and post internal notes on the record.                                |
| Event Timeline  | A chronological feed of activity and events on the record.                                |
| Info            | Shows the core fields of the case or account record (status, key attributes) at a glance. |
| Tags            | Displays and lets agents apply labels/tags to the record.                                 |
| Signals         | Surfaces Persona fraud and risk signals for the record.                                   |
| Markdown        | Renders static rich text or instructions authored in Markdown.                            |