User administration
A user can belong to one role and one group, the role defines what the user can do whilst the group defines which case types the user can see.
There are 3 types of user:
- Staff
- Customer
- Third Party
Users can be created using the "Assign Email List" rule action. If a user does not exist during the assignment action, Connect will create an incomplete user and send an email inviting them to complete their registration.
Please note: if the user is assigned again, a further invitation will not be sent.
Inviting new users
Sending an invite is the recommended method for adding new users to your Jadu Connect account as this allows the user to set their own password when activating their account.
The invite form can be accessed by navigating to Settings > User Administration,
then select Invite user from the actions menu.