Layer Systems

For administrators: switch the feature on, choose the MSO customer and teams, assign the roles and check you are ready.

Set up Major Cases for your company

The roles and teams behind each Major Case action, and what everyone else sees.

Major Cases: who can do what

For administrators: define the days and hours your company works, so SLAs calculated on Working Hours count only the time you are open.

Set your company's working hours for SLAs

Information on how you can configure an on-hold case status to pause the SLA timer

Understanding SLA and non-SLA case statuses

You can define the list of case breach reasons selectable when a case breaches SLA

Configuring case breach reasons

Information on configuring case categories

Managing case categories and sub-categories

How to set up and configure case sub-statuses, including information on user roles and how to rationalise duplicate sub-statuses

Managing case sub-statuses

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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