In order to create a new user record in The Layer, you must have at least one free user access license on your account. If you require additional licenses, please contact your account manager.
Administrators should access the Users section of Settings.
From here, select Create New User.
Fill out the fields are required. Please note that for usernames, you should follow the standard convention for your company, e.g., firstname.lastname (Chris.smith)
Adding more information
After saving, you'll be taken to your new user record. We recommend filling out information on the following tabs:
Personal
This tab contains information such as contact details and address information—mandatory fields: Timezone, Mobile phone, Address Line 1, City and Postcode.
Description
This tab contains an optional text box field, the contents of which can be pulled through to quotations if desired.
Customisations
This tab allows you to set user-specific options relating to quotations, sales orders and more.
System Settings
This tab contains miscellaneous system settings. Most notably, this is where you mark a user record as Active.
Region: This will set the user's date format to either the UK or the US.
Active: Must be ticked to make the user account active and allow the user to login. Please note that you will have to ensure you have enough licenses available to activate a user.
API Login Allowed: Selecting True will allow a user with administrator permissions to masquerade as this account.
Default Case Watcher: If set to True, the user is flagged as a Default Watcher on all cases.
View All Records: This feature allows users to access all records, including those they don't currently own.
Fixed GP Target: This will be the user's target profit. If not required, you can leave the field blank.
Memberships
This tab lets you configure a number of settings, which fall under several headers.
Department Memberships - Allows you to choose a Primary Business Unit for the user, and select any additional units they are a part of.
Calendar Settings - Optional - allows you to specify a specific business unit calendar for the user.
Browsing Stack Settings - This will ensure that the My Stacks widget uses the widget from the user's preferred module. This widget can only draw the stacks from one module.
Custom Report Access Group - Here, you can assign a predefined group that determines which custom reports the user can access, usually based on function and role.
Communication
Here, you should assign the user's Default Agent for both email and calendar. The Allow Calendar Schedule Conflict option, if enabled, will allow multiple appointments to be booked for the same time.
Enable any Notification Streams required.
Note: Opting a user into a scheme in this list will mean that they receive all company notifications, i.e. all signed quote alerts. Leaving an option unchecked will mean that they receive only notifications for their own records.
This section also allows you to set a Preferred Contact Method and also define which contact methods can be used.
Signature
Here, you can design an email signature for the user. This can be as straightforward as copying and pasting their signature from a live email.
If the user has an existing signature that is applied via their Exchange Service or Microsoft Office 365 account, then this will automatically be appended to emails sent from The Layer. If their signature is applied via Outlook, etc, then you will need to recreate their signature here. Follow this article for more information on Signature.
Information
This tab is read-only and contains audit-related information.
Roles
The Roles tab allows you to modify permissions for the user, across various areas of The Layer.
The Jump to... menu can be used to help you find roles for a specific area.
Roles can be set manually or loaded according to the user's requirements via the Load from Group option on the left.
Widgets
These will dictate the visibility of specific widgets and allow for customisation of the news feed and other preferences.
Widgets can be enabled individually. You can also enable Widget Groups for a user. For more detailed information, please refer to this article.
Digests
This will affect the email digests received. These are summary emails covering a range of data points.
Refer to this article for more information on digests.
Intercom Access - The Layer's instant chat support system
Are you seeking to authorise a new team member with access to Layer's support system? You're in the right place! Utilising Intercom, we facilitate instantaneous communication, ensuring your users can engage with our team, who provide exceptional support in real time. This article explains the steps required to onboard a new user effectively.