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User Administration

User Administration

A collection of articles relating to user and team administration and configuration

Nick Kewney avatar R C
17 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
Nick Kewney avatar
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 yesterday

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

Managing widget groups

Information on using widget groups to create widget dashboards for users
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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