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Settings and Configuration
Settings and Configuration

A collection of articles relating to the many configuration options available to system administrators

How to set-up and activate company Terms & Conditions in the Layer
How to create a new base category
Understanding the "VAT on Funds" option
Uploading your company logo
How to create a form in The Layer
Managing lead sub-statuses
Creating and using custom fields
Understanding Business Units
Managing Widget Groups
Resource Planner
How do I customise The Layer to suit my organisation?
Providing access to knowledgebase articles via your customer portal
Integrating the self-service portal with your website
Using customer warnings
Understanding users & business units in The Layer
Customising grid views
Configuring data validation