User Management

To Manage User accounts on JobNext the following steps must be followed:

Here is a step-by-step guide based on the processes shown in the user management video.

This video demonstrates two main processes: how to access the "Add User" form and how to edit an existing user's permissions.

1. How to Add a New User

Follow these steps to navigate to the user creation form:

1. Navigate to Setup
   From the main Home screen, locate the vertical navigation menu on the left. Click on the "Setup" icon (represented by three horizontal sliders).

2. Open the User Menu
   On the "Setup" screen, click the button labeled "Users".

3. Open the Add User Form
   The system will display the user management page, showing lists for "Normal Users," "HR Self Service Users," and "Vendor Portal Users." In the "Normal Users" section, click the blue "Add" button.

4. Complete or Cancel
   An "Add User" form will appear. You can now fill in the fields (First Name, Last Name, Email, etc.) and click "Save" to create the user.
   (In the video, the user clicks "Cancel" to return to the previous screen without adding a user.)

2. How to Edit an Existing User's Permissions

Follow these steps to find a user and modify their specific access and approval rights:

1. Navigate to User Management
   Follow steps 1 and 2 from the guide above to get to the "Users" page.

2. Find and Select the User
   In the "Normal Users" list, find the user you wish to edit (e.g., "Raveen Sawant"). On the far right of that user's row, click the "Edit" icon (a green pencil).

3. Access Permission Settings
   The "Edit User" page will load. At the top of this form, you will see a row of buttons to manage different permissions:

   • Roles

   • Notifications

   • Accounting Centre Approval

   • Job Approval

   • Job Access

   • Business Units

   • Business Unit Approval

   • Zones

4. Example 1: Manage Business Unit Access

   • Click the "Business Units" button.

   • In the pop-up, select a unit from the dropdown menu and click "Add Access" to grant it.

   • To remove access, click the "Delete" icon (red trash can) next to the unit in the list.

   • Confirm the deletion by clicking "Yes" in the confirmation pop-up.

5. Example 2: Manage Business Unit Approvals

   • Click the "Business Unit Approval" button.

   • In the pop-up, select a "Business Unit" and "Role" from the dropdowns to view specific permissions.

   • You can manage these permissions individually or in bulk by using the "Select All" checkbox and the "Delete All" button.

   • Confirm any deletions by clicking "Yes".

6. Save Your Changes
   After making all desired changes in the various pop-up windows, click the "Save" button on the main "Edit User" page to apply them.