Customer-Based Map Layers

Purpose/Overview

In this article, you’ll learn how to configure Customer-Based Map Layers. This feature allows groups to default to the map layers tied to a specific customer when working tickets. This reduces manual configuration and helps users focus on accurate, customer-specific data in both desktop and mobile environments.

Navigation Path:

To access this feature, go to: Utilisphere > System Management > Administration > General > Groups

Things to Know:

• Permissions: You must be logged in as a Company Admin to configure groups and customers. The group must have access to the registration codes assigned to the customer.
• Platforms: Customer-Based Map Layers must be verified in Full Web, Mobile Web, Desktop, and Native apps.
• Behavior: When enabled, groups default to customer map layers automatically if they exist. If no customer map layers are available, the group defaults to its standard map layers.

Key Benefits/Use Cases:

• Customer-specific visibility: Ensure users see the right map data based on the customer tied to a ticket.
• Reduce manual setup: Avoid repetitive configuration for each group or ticket.
• Consistency across platforms: Provide users with the same map experience in web and mobile environments.
  
  

How It Works:

Follow these steps to setup or enable:

Configure Group Settings

1. Log in as a Company Admin and navigate to System Management > Administration > General > Groups.

2. On the Group Summary screen, select the group you want to update.
   

3. On the Group Details screen, click Select Default Map Layers.
   

4. On the Configure Group Default Layers screen, under Options, enable the checkbox Default to Customer’s map layers when available and click Save.
   

Configure Customer Layers

1. From the main menu, navigate to System Management > Administration > General > Customers.

2. On the Customer Summary screen, select the customer you want to configure.
   

3. On the Customer Details screen, click Configure Map Feature Lookup.
   

4. Select the desired Map Layer and click Save.

Verify as an End User

1. Log in with a user who belongs to the updated group and go to the Ticket Summary.
   

2. Open a ticket that uses a registration code assigned to the customer, and check the ticket map to confirm that the customer map layers display.
   

Related Features/Next Steps:

• Map Layers

FAQ/Troubleshooting:

Q: Why don’t I see customer map layers in the ticket map?
A: Make sure the group is configured to default to customer map layers and has access to the customer’s registration codes.

Q: What happens if a customer has no map layers set up?
A: The system will default back to the group’s assigned map layers.

Q: Can different customers have different map layers?
A: Yes. Each customer can be configured with its own map layers, and groups will switch automatically based on the customer on the ticket.

Questions?  Contact us!