Discover Laylah's interface

Familiarize yourself with the Laylah interface in just a few minutes.

Laylah's interface has been designed to be simple and easy to use.

Take a few minutes to go through each of these sections and you'll be ready to use Laylah like a pro!

1 - Main menu

The main menu gives you access to Laylah's main functions:

The dashboard

It contains several widgets, including the list of sources and their operating status, the list of your tasks and the list of recent actions.

See Discover the dashboard for more information.

Contacts

Displays the list of contacts and allows you to carry out quick searches.

To find out more, see Discover the contact file.

Tasks

Displays the to-do list of all your colleagues.

See the Task Management section to learn more.

Data

Allows you to configure your data sources and manage potential duplicates.

The Data sources section of the Help Center will tell you all you need to know about data sources.

Administration

This is where you manage your team, invite new users or disable their access.  You can also add extensions and customize options for certain fields.

See Configuration and administration for more information.

2 - Main menu quick actions

Button  

Allows you to quickly add a contact, insurance or investment account.

Button

Directs you to our help center.

Button

Gives you access to your notifications and shows the number of unread notifications.

Button or

It will bear your initials or your photo, as this is the access to your user profile.

See Add my profile picture to add your profile photo to Laylah.

It also allows you to log out at the end of your work session to keep your data secure.