--- title: "Customize your Account console view" slug: "customize-your-account-console-view" updated: 2026-06-15T06:53:07Z published: 2026-06-15T06:53:07Z canonical: "help.gong.io/customize-your-account-console-view" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Customize your Account console view > **Who can use this**: Business admin > > **Available on**: Gong Foundation Customize the [Account console](/v1/docs/view-and-manage-accounts-with-the-account-console) view to control which account information your team sees in the **Overview** tab. You can choose which CRM, Gong, and AI fields appear in the **Account details** widget, set a default [AI brief](/v1/docs/catch-up-quickly-with-the-ai-briefer), and manage when changes go live. ![Overview of BitForge account details, including activity and recent interactions.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Account console.png) Account view customization requires **Business admin** permission. #### Before you start: - Confirm the AI brief you want to use has already been published. - Decide which workspace you want to configure if your company uses multiple workspaces, as each one can have its own view. - You can open the account view customization experience from an account page, an account panel, or the Admin center. The steps below start from an account page. > [!NOTE] > Note: > > Once published, changes apply to all users and all accounts in the selected workspace. ## Configure the Account details widget The **Account details** widget helps teams focus on the account information most relevant to their workflow. You can add Gong fields, imported CRM fields, and AI fields configured for your organization. ![Account console view displaying details like industry, activity, and owner information.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Account details.png) To customize the Account details widget: 1. Open an account page. 2. Click the **More actions** icon ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg), and select **Edit account view**. 3. In **Account console view**, select **Account details**. 4. Click **Add field**. 5. Select the fields you want to display. 6. Drag fields using the **Reorder** icon ![Reorder.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Reorder.svg). 7. Click the **Remove** icon ![remove.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/remove.svg) next to a field to remove it. 8. Review the **Preview panel** on the right, to verify the field selections with real account data. The preview updates automatically as you make changes. 9. Click **Save** to keep the changes as a draft, or **Publish** to make the changes live across that workspace. ## Set the default AI brief Setting a default AI-generated brief helps teams start with a consistent account summary whenever they open the Account console, and reduces the need to manually switch between briefs. > [!NOTE] > Note > > Only published account-level briefs are available to select as the default brief. ![Account console view displaying account details and preview options for validation.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Briefs(3).png) To set the default AI brief: 1. Open an account page. 2. Click the **More actions** icon ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg), and select **Edit account view**. 3. In **Account console view**, select **Brief**. 4. **Brief**: Select the published account-level brief you want to use as the default. 5. **Period**: Select a preset time period or create a custom date range. 6. Review the **Preview panel** on the right to confirm the correct brief appears. 7. Click **Save** to keep the changes as a draft, or click **Publish** to make the changes live across that workspace. ## Manage draft and published views You can test and save changes before making them visible to users. Saved changes remain in draft mode until you publish them to the workspace. ### Save a draft Save a draft when you want to continue editing later or review changes before publishing them. To save a draft: 1. Make changes in the account view customization. 2. Click **Save**. ### Publish changes Publish changes when you are ready to make the updated Account console view available to everyone. To publish changes: 1. Review your changes in the **Preview panel**. 2. Click **Publish**. ### Discard unsaved changes Discard unsaved changes when you want to remove recent edits and return to the last saved version. To discard unsaved changes: 1. Click **Discard**. 2. Confirm the action. ## Access Account console customization You can open the account view customization from these additional places in Gong. ### From an account panel Use this option when you are working from the account side panel, such as from an account board: 1. Open the account panel. 2. Click the **More actions** icon ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg). 3. Select **Edit account view**. ### From the Admin center Use this option when you want to manage Account Console settings directly from the admin experience: 1. From the left sidebar, click **Admin center**. 2. Under **Data Studio**, select **Account Console view**. ****Which fields can I add to the Account details widget?**** You can add imported CRM fields, standard Gong fields, and [AI fields configured](/v1/docs/ai-data-extractor) for your organization. ****Which AI briefs can I set as the default?**** Any published account-level AI brief in your Gong account can be selected as the default brief. ****Do changes apply to everyone?**** Yes. After you publish changes, the updated Account console view applies to all users and all accounts in the selected workspace. ****Can different workspaces have different Account Console views?**** Yes. Each workspace can have its own Account console published view. ****Can I undo unpublished changes?**** Yes. You can discard unsaved changes at any time and return to the last saved version. ****Who can customize the Account Console view?**** Only users with the [Business admin permission](/v1/docs/available-permission-settings) in Gong can access and manage account view customization. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).