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            Pin and Hide a Collection

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            Pin and Hide a Collection

            End users can pin and hide their collections giving them more options with customizing their homepage. Admins and managers have the option to pin collections to end-user homepages and promote trusted content among groups and teams.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Enterprise, Professional, Unlimited, and Developer Editions.
            Also available with CRM Analytics, which is available for an extra cost in Performance, Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To pin and hide a collection:
            Enhanced Folder Sharing
            Run Reports AND Create and Customize Dashboards
            To pin and hide a collection with CRM Analytics items: Use CRM Analytics
            Pin and hide a collection for another end user: Manage CRM Analytics
            1. Pin a collection to your home page.
              1. Click the gear icon in the Collections panel on your homepage.
                Manage collection button.
              2. Locate the collection you want to pin on the Manage Collections page and click the checkbox in the Pinned column for the collection.
                Manage collection page.
              3. Click Save.
            2. Hide a collection from your home page.
              1. Click the gear icon in the Collections panel on your homepage.
              2. Locate the collection you want to hide and uncheck the checkbox in the Show column.
              3. Click Save.
            3. Pin or hide a collection for another end user. Requires the Manage Analytics user permission.
              1. Open a collection.
              2. Click the Share button.
                Collection share button.
              3. Use the Group dropdown menu to filter your search by user, group, or role.
                Finding user.
              4. Type in a name in the User field. Click the match that it finds.
              5. Assign a role by clicking the Role dropdown menu.
                Collection Roles
                Viewer View contents of the collection.
                Editor Add, remove, and reorder items in the collection.
                Manager Change sharing settings, edit collection properties, and delete the collection.
              6. Click Add.
                Pinning collection to user's home page.
              7. Click the Pin to Home checkbox. To hide a collection that’s already pinned, you can uncheck Pin to Home to remove the collection from the end user’s home page.
              8. Click Save.
             
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