Why Manage Access to Settings?
Settings access determines who can adjust critical configurations in The Layer. While some users need full access, others may only need permissions for specific areas based on their job roles and responsibilities. Let’s make sure you strike the right balance between empowering your team and maintaining control.
Granting Full Access
If a user needs full reign over Settings, you’ll need to assign them the Settings User Role.
Steps to Grant Full Access:
Navigate to Settings > Users.
Click on the user’s name to open their profile.
Go to the Roles tab and find the Settings role under Modules.
Assign the role and click Save.
💡 Pro Tip: Users with the CRM Administrator role automatically have full Settings access—no extra steps needed!
⚠️ Warning: Assigning the CRM Administrator role also overrides all other settings and grants the user full visibility of all Widget Dashboards. Use this role with caution❗
Granting Partial access
Sometimes, a user only needs access to specific sections of Settings—like managing service-related settings or integrations. Here’s how to grant that level of control.
Steps to Grant Partial Access:
Open the Settings > Users section.
Select the user’s name and go to the Settings Items tab.
Tick the checkboxes for the specific components you want the user to access. Components are grouped by function, so review the full list to ensure nothing is missed.
Click Save.
🔄 Reminder: The user may need to log out and back in to see their new access reflected in the Settings area.
Where Will Users Find Their Access to Settins?
Once access is granted, users can click the Settings link in the top-right corner of their screen. Depending on the permissions you’ve assigned, they’ll only see the relevant sections of Settings.
🔄 Note: The user may need to log out and log back in to see the updated access reflected in their Settings area.
Example
A user has been granted access to service-related settings in the image below. Their view of the Settings area is streamlined to include only what they need—no distractions, no confusion!
By carefully managing who gets access to which parts of Settings, you can:
Keep sensitive areas secure.
Empower your team to focus on their responsibilities.
Ensure smooth workflows without unnecessary permissions.
💬 Need further assistance?
If you have questions or need additional help, don’t hesitate to contact your Layer Admin. They’re here to ensure everything runs smoothly for you!