There are two primary entities below "Company" level in The Layer. These are users and business units.

Users are members of staff who use The Layer.

Business units represent logical departments within the company to which users can be attached and act as containers for users. They're useful to ensure the users are included in relevant notification schemes, are included in lists for particular tasks and feature in departmental widgets.

Business units are very different to roles and role groups in the sense that they are designed to 1) give an organisation a high level structure and 2) provide translation between a company's departments and Layer modules. For granular control over user accounts, see role groups and roles.

Defining business units

Administrators can set up, rename and delete business units from Settings - Business Units.

Assigning business units to users

From an individual user profile, a Layer user can be attached to a primary business unit, as well as having the ability to add additional memberships for users who work across multiple departments.

This can be done from Settings - Users - Edit - Memberships under Department Memberships.

Mapping business units to Layer modules

It's important to map business units to Layer modules in order to ensure your users are attached to the correct groups. This is important to ensure the users receive the relevant notifications and are included in lists for particular functionality.

This is changed from Settings - Company Setup - Defaults.

Example configurations

Example 1: Single user organisation

Example 2: Multiple department organisation

Below is a list of the functions enabled for each business unit.

Commission Request

Users mapped via core Commission Requests BU will:

  • Receive internal "commission Request Received/ Updated" notifications

Presales

Users mapped via core Presales BU:

  • Appear in the list for lead reassignments

  • Appear in the list for lead delegations

  • Are configurable for appointment targets

  • Are shown in the upcoming expiries widget

  • Are shown in the appointment feedback (team) widget

  • Are shown in the appointment bookings (team) widget

  • Are shown in the completed calls widget

  • Are shown in the 'Leads opened' widget

  • Are shown in the Telesales Performance widget

Sales

Users mapped via core Sales BU:

  • Appear in the list of potential appointment attendees in appointment tasks

  • Are shown in the list of neglected feedback (team) widget

  • Are shown on sales leader board widget

  • Are shown on opportunities by status widget

  • Are shown on quotations by status widget

  • Are shown on the sale by agent widget

  • Appear on shared calendars for sales/ appointments

Service

Users mapped via core Service BU:

  • Are available for selection on the On-duty portal staff global aside widget

  • Are shown on the case by category widget

  • Are shown on the case by company widget

  • Are shown on the case by status widget (user/team)

  • Are shown on the cases overdue widget

  • Are shown on the ratings widget sets

  • Are available as case watchers

In conclusion by mapping users to business units this is also useful for sending emails via workflow for groups.

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