Adding a New Company Contact (User) to Jobba

 

NOTE: You must have System Administrator privileges for the instance in which you wish to add a user.

  1. Login to the instance in which you wish to add the new user.01_-_Login_Screen.png
  2. From the toolbox select Setup02_-_Home.png
  3. From the Setup Menu select Company Contacts
    03_-_Company_Contacts_Menu.png
  4. Click the 04_-_Add_Icon.pngicon.
  5. Fill out the Contact tab.
    NOTE: The fields outlined in red are required.
    05_-_Contact_Tab.png
  6. Select Add
  7. In the EMPLOYEE box, select OK. If you do not, the box will refresh.
    06_-_EMPLOYEE.png
  8. Select the Address tab and fill in the user's information. When complete, select Update
    NOTES:
    The Fields outlined in red are required.
    The Mobile and Email fields are used for notifications.
    You must select Update to save the changes made here.
    07_-_Adress_Tab.png
  9. In the EMPLOYEE box, select OK. If you do not, the box will refresh.
    06_-_EMPLOYEE.png
  10. On the Profile tab, none of the fields are required. Select Update to continue.
    NOTES:
    Users may upload or take a picture with the camera on the device they are using to edit this form.
    If the user wants to receive notifications, enable them here. They will be sent to the phone number/email address entered on the previous tab.
    Customers may further define the labor type and costs for the users on this tab.
    08_-_Profile_Tab.png

  11. In the EMPLOYEE box, select OK. If you do not, the box will refresh.
    06_-_EMPLOYEE.png
  12. Select the Security tab.
  13. Select the User toggle.
    10_-_User_Toggle.png
  14. Enter the User Name, New Password, and Confirm New Password. The Must change password toggle will automatically flip to On.
    11_-_User_Name_and_Password.png
    NOTE: The user name can be different than the user email address. The value entered here will be used in conjunction with the instance name for log in. (e.g schumi@usaroofing.midwest.il)
  15. Select Update
  16. In the EMPLOYEE box, select OK. If you do not, the box will refresh.
    06_-_EMPLOYEE.png
  17. Select the Roles tab.
    12_-_Roles.png
  18. Select Add Role
  19. Select the appropriate role.
    13_-_Select_Role.png
  20. Select Update
    14_-_System_Admin_Assigned.png
  21. In the EMPLOYEE box, select OK. If you do not, the box will refresh.
    06_-_EMPLOYEE.png
  22. Select the Permissions tab.
    15_-_Permissions.png

    NOTE: Because the role “System Administrator” was selected, there are no other permissions to assign.

 

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