- 30 Nov 2021
- 3 Minutes to read
Staff User Setup
- Updated on 30 Nov 2021
- 3 Minutes to read
The Joblogic system allows the primary user to Add New Users, Manage Existing Users, Create/Manage User Roles, and more, via the ‘Staff’ section of the system. This user manual details a step-by-step breakdown of how to view and manage staff information, for convenient use of the system by the back office and field engineers.
Accessing the Staff Section
To access the Staff section, click ‘Settings’ within the left navigation pane and select ‘Staff’.
This will direct you to the Users page, where a Staff list, along with their details such as their name, email ID, address, etc. can be viewed.
The list can be filtered by using the ‘Search Filter’ at the top of the page, and you can ‘Print’ and ‘Export’ the list by clicking the relevant Print and Export option at the top of the page.
Manage User Roles
The primary user has the option to create and manage ‘User Roles’ within the Joblogic back-office system, which will be assigned against each new user upon addition.
To access this section, click open the ‘Manage User Roles’ tab from within the ‘Users’ page.
The system currently consists of 4 pre-made user roles with preset permissions, which can be assigned to new users. However, if you wish to add more user roles, you may do so by clicking the ‘Add Role’ button OR to delete a user role, simply click the red ‘Bin icon’ against the User Role, and select ‘Yes’ to confirm.
Clicking the ‘Add Role’ button directs you to the main page, where you can enter the ‘Role Details’ and set ‘Role Permissions’.
Start adding the role details such as the ‘Role Name’ and ‘Role Description’, tick the appropriate ‘Role Permission’ such as Business, User/Staff, Libraries, etc, and Grant/Deny the privileges that are relevant to the role.
Upon adding the required information, click the ‘Save’ button, and the new User Role will be created.
Adding a New User
Once the required user roles have been added to the system, a ‘New User’ can be added by clicking the ‘Add User’ button from within the ‘Users’ page.
Clicking the ‘Add User’ button will direct you to a page, where the user details such as the User Type (Office/Mobile), Name, Email, Phone Number, Address, etc. of the new user can be added, and a relevant ‘User Role’ can be assigned.
Upon adding the required information, click the ‘Save’ button, and a new user will be created.
Deactivation and Deletion of a User Account
Users cannot be deleted, if there are jobs/visits recorded against them, but can be deactivated instead, to ensure no job records are lost.
In order to delete a User, navigate to the ‘User Details’ page by clicking on the specific user’s name from the ‘Staff List’.
Within the user details page, click the ‘More Options (︙) button at the top right and select ‘Delete User’.
To deactivate a user account, click the orange ‘Edit’ button within the ‘User Details’ page, and ‘Uncheck’ the relevant ‘User Type’ (Office/Mobile) option for that user.
User Access Log
The ‘Activity Logs’ of all the back-office users can be viewed within the Staff section by clicking the ‘User Access Log’ tab.
The Activity Log displays information such as the Audit Type, Login/Logout Actions, Time & Date of the Action, and the Staff Name. This log can also be filtered using the ‘Search Filter’ at the top of the page.
For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email email@example.com. Alternatively, our Account and Project Management teams can be reached by emailing firstname.lastname@example.org or email@example.com respectively.
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.