This article will guide you through the process of creating a new layer to hold your areas and locations. You will need to be an Organisation Administrator to do this.
Required time: 5 minutes
Getting started
Access your Organisation Administration Home page. If you're unsure how to do this, use this article.
- Select Layers from the navigation menu, and then
- Click Create new layer to the right-hand side of the Layers section.
To start the process of creating a new layer, look no further than the Layers content page.
Step 1 - The basics
This bit's really easy! Give your layer a name.
We recommend naming your layers based on their intended use. Customers, Stores, and Territories are all good examples.
Click Continue to move on.
Step 2 - Choose the type of layer you want to create
It's now time to specify what you want to use this layer for. Based on your selection, you will then be asked to specify a country or a base layer. Just remember, you can't change this afterwards.
It's important to choose the right layer type. You can't draw an area boundary in aggregated layers, and you can't store locations in a radial layer.
Click Continue to move on.
Step 3 - Choose how the layer will load and its display settings
Unless you chose to create a Locations layer, you'll need to choose your preferred load method for the data. You can also choose how the data will look on the map or use the defaults already set for you.
The display settings allow you to fine-tune the appearance of borders and labels for area layer types and the map marker for location layer types.
Click Continue to move on.
Step 4 - Choose which users can use the layer
It's now time to choose which users will see this layer in their layer control. If you've got lots of users to choose from, don't worry, as we've added a handy filter at the top of the list (you can thank us later)! When you select a user, you'll also be able to fine-tune their settings for this layer.
Selecting a user is as easy as clicking on their name. When selected, advanced options are available which override the user's general permissions.
Click Continue to move on.
Step 5 - Choose which demographics to display on the layer
Demographics are only available when creating area-type layers.
The process of selecting demographics is really simple but contains several options for power-users that warrant the topic having its own article. Learn more about Choosing which demographics display on a layer.
When you're ready, click Continue to move on.
Step 6 - Choose which Classifications you want to use on the layer
You can now specify which classifications are available for this layer. If you don't want to use classifications with this area, just skip to the next step.
Selecting or deselecting a classification is as easy as clicking on it.
Click Continue to move on.
Step 7 - Choose which Custom fields you want to use on the layer
It's here that you can specify which of your custom fields will be needed on this layer. If you don't want to use custom fields right now, just skip to the next step.
Selecting or deselecting a classification is as easy as clicking on it.
Click Continue to move on.
Step 8 - Advanced layer settings
This is where you set any advanced settings for your layer. Most users will be able to accept the defaults and skip to the next step.
The settings on this page are for more advanced users. If in doubt, them alone!
Click Continue to move on.
Step 9 - Review and finish
The final stage simply confirms your choices through this process. If you've made a mistake, now is the time to go back and correct it.
Most processes in Vision end with a confirmation of your changes, allowing you to correct any mistakes before saving.
Click Save and close to complete the process.
Comments
0 comments
Article is closed for comments.