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Administration

Users

12min

In the Users area, you can manage all users in your organization. All users who can log in to your organization's mobile app are listed here. You can only assign Solutions to users, who are in this list.

User Overview

In the Users list, you can view each user's current organizational role, assigned solutions, and their invite status (Active vs. Invited). Click on a user's name to see the user's details, manage the user's solutions and change their role for each assigned solution. You can also filter the user list by organizational role, invite status, and solution assignment.

Managing Organization Users
Managing Organization Users


Inviting Users

Before you can invite users to your organization via email, check the Invites setting in Organization Settings. The language-specific invite templates have to be set up before you can start inviting users. At least one language and the corresponding invite template setup is required.

To add users to your organization, you need to invite them. Click on Invite User at the top right of the screen to open the side panel. Fill in the user's details, select a default language to be used for the invite email, and click Invite. Next assign Solutions to the invited user by clicking on the user's name in the list and then navigating to Solutions. Click on Add solutions at the top right of the screen to open the side panel. Select the solutions you want to assign to the user and click Add solution.

The user will receive an invite email with instructions on how to onboard. Once the user onboards successfully, the invite status will change to Active in the user overview.

To bulk invite users, contact Jigx support at support@jigx.com.

Inviting Users
Inviting Users


Re-inviting Users

If you want to re-invite the user because they did not accept your invitation or an error occurred, click on the user's name and click the Resend invite link at the top of the page. Next, select a language for the invite, a message displays stating that the invite has been sent.

If users don't receive the invite emails, ask them to check their junk or spam email folder.

Assigning Solutions to Users

Click on the user's name in the list and navigate to the Solutions menu option by clicking on the solution icon in the left navigation pane, Click on Add solutions at the top right of the screen to open the side panel. Select the solutions you want to assign to the user and click Add solution.

Assigning Solutions to User
Assigning Solutions to User


Assigning an Organization Role to Users

Each user in the user list has an organization role assigned. When you invite users, their default organization role is set to User. You can change the user's organization role by clicking on the Organization role in the user's profile. All changes made to the organization's roles take effect immediately. Refer to Permissions - User Roles to get a detailed overview on the roles used in an organization and solutions-level.

Organization Role
Organization Role


Assigning a Solution Role to Users

Each user in the user list is assigned a solution role. When you invite users, or add solutions to users their default solution role is set to User. You can change the user's solution role by clicking on the role in the Role column. All changes made to the solution role takes effect immediately. Refer to Permissions - User Roles to get a detailed overview on the roles used in an organization and solutions-level.

Solution Role Selection
Solution Role selection


Disable a User

Click on the user's name in the list and click the Disable user button at the bottom left of the screen to disable access to your organization for that user. You need Admin or Owner permissions to be able to disable a user.

Remove a user from the organization

Click on the user's name in the list and click the Remove from organization button at the bottom left of the screen. You need Admin or Owner permissions to be able to remove a user from an organization.

Disable or remove user
Disable or remove user


Troubleshooting (User Profile)


User troubleshooting
User troubleshooting


Jigx Management troubleshooting levels



Configure logging on the 



Use troubleshooting information





Updated 06 Jun 2023
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TABLE OF CONTENTS
User Overview
Inviting Users
Re-inviting Users
Assigning Solutions to Users
Assigning an Organization Role to Users
Assigning a Solution Role to Users
Disable a User
Remove a user from the organization
Troubleshooting (User Profile)
Jigx Management troubleshooting levels
Configure logging on the Jigx App
Use troubleshooting information
Docs powered by Archbee
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