Go to Layer Systems
All Collections
Settings and Configuration

Settings and Configuration

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

Nick Kewney avatar R C +1
40 articles in this collection
Written by Nick Kewney, Raymond Carrel, Caroline Livingstone and 1 other

How to create a new base category

M
Written by Michaela Gormanova
Updated over a week ago

How to set-up and activate company Terms & Conditions in the Layer

M
Written by Michaela Gormanova
Updated over a week ago

Understanding the "VAT on Funds" option

A reference for users who have VAT on Funds enabled
R
Written by Raymond Carrel
Updated over a week ago

Uploading your company logo

Information on your own company logo as it appears in The Layer
R
Written by Raymond Carrel
Updated over a week ago

How to create a form in The Layer

M
Written by Michaela Gormanova
Updated over a week ago

Managing lead sub-statuses

Information on configuring sub-statuses for lead records
R
Written by Raymond Carrel
Updated over a week ago

Creating and using custom fields

Information on custom fields
R
Written by Raymond Carrel
Updated over a week ago

Understanding Business Units

Business units represent logical 'departments' within the company to which users can be attached and act as containers for users.
M
Written by Michaela Gormanova
Updated over a week ago

Resource Planner

This calendar allows users to quickly and easily schedule appointments
M
Written by Michaela Gormanova
Updated over a week ago

Managing Widget Groups

Creating, amending, and removing users and widgets from dashboard widget groups.
C
Written by Caroline Livingstone
Updated over a week ago

How do I customise The Layer to suit my organisation?

There are thousands of customisation points available on your Layer instance, from Data Management utilities to templating and custom fields
Nick Kewney avatar
Written by Nick Kewney
Updated over a week ago

Providing access to knowledgebase articles via your customer portal

The portal also lets you share public articles with your customers
R
Written by Raymond Carrel
Updated over a week ago

Integrating the self-service portal with your website

How to link The Layer's self-service support portal with your site
R
Written by Raymond Carrel
Updated over a week ago

Using customer warnings

How to enable customer balance and on-hold warnings to support and inform sales users
R
Written by Raymond Carrel
Updated over a week ago

Understanding users & business units in The Layer

Information on Business Units and how to configure them
R
Written by Raymond Carrel
Updated over a week ago

Customising grid views

Information on customising certain grid views
R
Written by Raymond Carrel
Updated this week
Quotations and Sales

Adding details of linked assets to quotation output

Details of linked assets can be added to customer quotations
R
Written by Raymond Carrel
Updated over a week ago

Reordering fields in Data Capture

You can reorder fields to suit your business' preferences
R
Written by Raymond Carrel
Updated over a week ago

Mandatory sub-company setting

An optional setting for users of sub-companies
R
Written by Raymond Carrel
Updated over a week ago

Working with sales order check list tasks

Information on using and configuring sales order check lists
R
Written by Raymond Carrel
Updated over a week ago

Configuring web lead forms

Information on configuring a web lead form
R
Written by Raymond Carrel
Updated over a week ago

Understanding a quotation's default validity period

Information on how a quote's "Valid until" date is set
R
Written by Raymond Carrel
Updated over a week ago

Configuring Lead and Customer Sources

Information on managing your lead and customer sources
R
Written by Raymond Carrel
Updated over a week ago

Setting visibility of a field on record and grid views

How to show fields in certain parts of the system
R
Written by Raymond Carrel
Updated over a week ago

Configuring quotation approval rules - examples

Some example quotation authorisation rules that can be set up
R
Written by Raymond Carrel
Updated over a week ago

Configuring and using sub-companies

Information on using sub-companies to represent subsidiaries
R
Written by Raymond Carrel
Updated over a week ago

Configuring visibility of product categories in the quotation builder and customer asset grid

R
Written by Raymond Carrel
Updated over a week ago

Configuring quotation authorisation

An optional feature that can provide more control over quotations
R
Written by Raymond Carrel
Updated over a week ago

Enabling opportunity asset mapping for a product classification

This will let you link existing assets to new lines if the new line is of a particular classification
R
Written by Raymond Carrel
Updated over a week ago

Setting a minimum profit threshold for quotations

Information on configuring this feature for your users
R
Written by Raymond Carrel
Updated over a week ago

Opportunity Value Source

What is an opportunity value source and how does it work?
M
Written by Michaela Gormanova
Updated over a week ago
Security

Understanding Two-Factor Authorisation (2FA)

Information on how 2FA works in The Layer
R
Written by Raymond Carrel
Updated over a week ago

Setting up two-factor authentication

Information on this optional level of security
R
Written by Raymond Carrel
Updated over a week ago
Service

The Customer Portal and what users can do with it

Information on the customer portal, which allows users to create their own service cases
R
Written by Raymond Carrel
Updated over a week ago

Self-service customer portal website integration

Information on setting up the customer portal
R
Written by Raymond Carrel
Updated over a week ago

Understanding SLA and non-SLA case statuses

Information on how you can configure an on-hold case status to pause the SLA timer
R
Written by Raymond Carrel
Updated over a week ago

Configuring case breach reasons

You can define the list of case breach reasons selectable when a case breaches SLA
R
Written by Raymond Carrel
Updated over a week ago

Managing case categories and sub-categories

Information on configuring case categories
R
Written by Raymond Carrel
Updated over a week ago

Managing case sub-statuses

How to set up and configure case sub-statuses, including information on user roles and how to rationalise duplicate sub-statuses
R
Written by Raymond Carrel
Updated over a week ago
Stock and Ordering

Configuring warehouses

Information on configuring warehouses
R
Written by Raymond Carrel
Updated over a week ago