Managing Users

Using Sales Layer

 

In Sales Layer, depending on the configuration of your account, it’s possible to not only have more than one user, but to also grant different account privileges for each user. 

The main user can create and subsequently edit the profiles of each user from the Manage users page, which is available from the dropdown menu in the top right-hand corner. 

Managing Users
Managing Users

There are two methods for adding users:

  • Add a new user. 
  • Import existing users. 

The difference between them is that with the second option the user already exists in Sales Layer, possibly as a user in another company’s account, so you need simply enter their email address and choose their privileges.

If the user does not yet exist, a bit more information is required, you need to provide the new user’s name and surname, as well as creating a new password for them. Don’t forget to tell them what it is!

When configuring privileges, you can control a user’s access to products, variants, categories, sales material, as well as choosing if you want them to just be able to view content or edit it as well. For example, if we do not click on the Quality Score option, then our new user will not be able to access this feature. 

Managing User Privileges
Managing User Privileges

There are two things which are important to remember when managing your users: 

  • Firstly, users with higher levels can edit the privileges of other users with lower levels, but not vice versa. 
  • Secondly, users cannot edit their own privileges.

Note: if you have only been given your email to use to sign in, keep in mind that you can ask for your password using the “Forgot my password” option. You may also  have access to more than one company. In this  case, you can move between accounts by clicking the company name in the main menu.