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User Administration
Setting up a new user
Setting up a new user

Information on creating a new user account.

R
Written by Raymond Carrel
Updated over a week ago

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 need more licenses, speak to 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, for username, you should follow the standard convention for your company, e.g. firstname.lastname.

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 UK or US.

  • Active: Must be ticked to make the user account active and allow the user to login. Please note 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, flags the user as a Default Watcher on all cases.

  • View All Records: This will allow the user to access all records including ones they don't currently own.

  • Fixed GP Target: This will be the target profit for the user. 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 pre-defined group that will determine 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. Please 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 visa their Exchange Service or Microsoft Office 365 account, then this will automatically be appended to emails send from The Layer. If their signature is applied visa Outlook etc then you will need to recreate their signature here.

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 side.

Widgets

These will dictate the visibility of certain widgets, and allow for customisation of news feed and other preferences.

Widgets can be enabled individually. You can also enabled Widget Groups for a user. For more detailed information, check out this article.

Digests

This will affect email digests received. These are summary emails covering a range of data points.

Check this article for more information on digests.


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