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User Management

Jazva Devs -

Learn how to add and modify a system user and set up Permissions & Roles.

Contents

Users are employees of your company that will have access to your Jazva system. Each user will have a specific role and permissions

Adding a User

  1. From the main menu, navigate to Setup > Users and select Users.
  2. Click Add User.
  3. Fill out the following required fields:
      • Login - Select a Username
      • Initials - Enter the User’s Initials
      • E-mail - Enter the User’s Email
  4. Select a Role for this user.
  5. Select the Default Facility.
  6. Click the “Change password on next login” checkbox so that the user will be required to update their password the next time they login.
  7. Click Add User.
  8. Congratulations! You’ve added a new user.

Modifying a User

  1. From the main menu, navigate to Setup > Users and select Users.
  2. Choose the User you would like to modify by clicking the Username or Email.

    Tip: To view all existing users, you can click on the dropdown button next to Add User and select Show Suspended Users. This will show you all users, active and suspended. You can hide these users again by clicking Hide Suspended Users from the dropdown

  3. Modify or update this user’s settings (i.e. change password, assign facilities, choose default printers, etc.)

    Field

    Description

    Login

    Username for logging into Jazva (e.g. "Mary")

    Change Password

    Type in a password for this user

    Re-Type Password

    Re-type the same password for this user

    Change Password on Next Login

    Click this checkbox to have the user update their password the next time they login

    Role

    Select the Role for this user

    Shipping Label Printer

    The default shipping label printer for this user

    Barcode Label Printer

    The default barcode label printer for this user

    Initials

    User's initials (e.g. "MA")

    Email

    This is their email address that you entered on the previous page but can update here if needed

    Alert Email

    Email address where any to-do items will be sent (optional)

    Urgent Email

    Email address where any urgent items will be sent (optional)

    Assigned Facilities

    The facility where the user will be assigned to (for inventory purposes)

    Suspended

    Check if this user is not currently active or if you want to suspend their account

  4. Click Update to save changes

Setting up Alerts and Assignments

Alerts are notifications that are generated based on various conditions. Jazva comes with an extensive library of alerts, and you can add your own alerts as well.

Common alerts include low stock notifications, overdue invoices, abnormal account balances, etc.

You can define your own alerts and subscribe users to them via custom reports and automation actions. 

  1. From the main menu, navigate to Setup > Users and select Users.
  2. Choose the User you would like to assign alerts to by clicking the User Name or Email
  3. Click on the Assignments tab
  4. Specify which alert groups or individual alerts this user should be subscribed to. Additionally, you can specify if the alert should be related as a "To-do" task instead of a simple alert. 

Managing User Roles

User roles lets you set access permissions to different system features by specific user types (i.e. “Admin” or “Warehouse”). There is a default set of roles that are provided upon initial setup, but you can modify or add roles as needed.

  1. From the main menu, navigate to Setup > Users and select Permissions.
  2. Click Roles in the upper righthand corner to access the Roles setup page.

To add a role:

  • Enter the role name in the "Add New Role" textbox and then click Add.

To delete a role:

  • Click the "X" next to the role that you would like removed.

Setting up Permissions

User Permissions all feature access controls to be set for each user role (e.g. allow an Accountant to only have access to the Accounting app).

  1. From the main menu, navigate to Setup > Users and select Permissions.
  2. You will find the permissions table, with the first column indicating the list of permissions, while the top row lists all of the user roles that have been set up.
  3. Click the checkbox on each permission row you would like each role to have access to.
  4. After setting up the permissions for each role, click Submit at the bottom of the page to save these settings.
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