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User Administration
User Administration
A collection of articles relating to user and team administration and configuration
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16 articles in this collection
Written by
Nick Kewney,
Raymond Carrel,
and
Chris Smith
Controlling data export with user roles
Information on the various user roles that pertain to data export
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Written by
Raymond Carrel
Updated over a week ago
Changing quotation-related user permissions
Restrictions can be applied from the user's Customisations tab
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Written by
Raymond Carrel
Updated over a week ago
Configuring email notifications schemes
Information on how to determine which email notifications you receive
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Written by
Raymond Carrel
Updated over a week ago
User Role Reference
A guide for administrators outlining the user roles available on the system
Written by
Nick Kewney
Updated over a week ago
Setting up a new user
Information on creating a new user account.
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Written by
Raymond Carrel
Updated over a week ago
Enabling updates for users
Information on how to receive Layer updates by email
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Written by
Chris Smith
Updated over a week ago
How do I add or update my email signature?
Information on configuring your email signature for emails from The Layer
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Written by
Raymond Carrel
Updated over a week ago
Configuring access to reports with Custom Report Access Groups
Report access can be managed across your business with this feature.
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Written by
Raymond Carrel
Updated over a week ago
Delegating lead and customer access in bulk
This can make delegation of multiple records much faster
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Written by
Raymond Carrel
Updated over a week ago
Delegating customer and lead access
How to provide another user with temporary access to a lead or customer record
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Written by
Raymond Carrel
Updated over a week ago
How do I reassign opportunities to another user?
This can be done in bulk, and can include all associated tasks and quotations
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Written by
Raymond Carrel
Updated over a week ago
Deactivating a user
How to deactivate a user account
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Written by
Raymond Carrel
Updated over a week ago
How can I log in as another user?
Administrators with the correct role can log in as another user
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Written by
Raymond Carrel
Updated over a week ago
Setting up user digest feeds
How to configure a daily digest of user updates and activities
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Written by
Raymond Carrel
Updated over a week ago
Masquerading as another user
Find out how administrators can temporarily adopt the settings of another user
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Written by
Raymond Carrel
Updated over a week ago
Setting up a new user based on an existing user account
If you are looking to set up a new user with the same settings as another, there are a few things to check.
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Written by
Raymond Carrel
Updated over a week ago