Licensed users
Jadu Connect's licensing defines two types of users.
- Licensed, who can:
- Create and amend new services, workflow rules & notifications
- Create or amend customer records
- Access reporting and KPI information
- Manage integrations
- Manage account settings
- Free
- Create, edit or update a case
- Create a customer account/record and amend their own personal details via registration with MyAccount
At a high level, licensed users have access to a broader set of features and permissions compared to free users. The page serves as the comprehensive documentation for understanding the detailed breakdown of what is available in each user tier.
Detailed list
Feature | Free user | Licensed user |
---|---|---|
General | ||
Allow assignment of Groups to a Case | ✅ | ✅️ |
Allow imports to be triggered | ✅ | ✅ |
Create case filter with public visibility | ✅ | ✅ |
Create case filter with user group visibility | ✅ | ✅ |
Create case filter with user type visibility | ✅ | ✅ |
Import case data | ✅ | ✅ |
Show case create button | ✅ | ✅ |
View all cases | ✅ | ✅ |
View all cases in group | ✅ | ✅ |
View all organisations | ✅ | ✅ |
Delete personal data | ✅ | |
Import person data | ✅ | |
Link or invite a user account for a person | ✅ | |
Manage all organisations | ✅ | |
Manage people | ✅ | |
Manage person notes | ✅ | |
Set note as person alert | ✅ | |
Show New Person button on dashboard | ✅ | |
Unlink a user account or revoke an invitation from a person record | ✅ | |
View all People | ✅ | |
View person notes | ✅ | |
Settings | ||
Manage the membership of a case | ✅ | ✅ |
Activate user accounts | ✅ | |
Add new service API Keys for all users | ✅ | |
Add new Service APIs | ✅ | |
Assign user privilege level | ✅ | |
Delete service API Keys for all users | ✅ | |
Delete Service APIs | ✅ | |
Disable users | ✅ | |
Edit existing Service APIs | ✅ | |
Invite all users | ✅ | |
Invite all users into the current user's group | ✅ | |
Manage account email settings | ✅ | |
Manage account icons | ✅ | |
Manage all Case Type Groups | ✅ | |
Manage all user groups | ✅ | |
Manage all user roles | ✅ | |
Manage all users | ✅ | |
Manage branding settings | ✅ | |
Manage case dates definitions | ✅ | |
Manage case fields | ✅ | |
Manage case forms | ✅ | |
Manage case ribbon elements | ✅ | |
Manage case statuses | ✅ | |
Manage case table columns | ✅ | |
Manage case transitions | ✅ | |
Manage email templates | ✅ | |
Manage integration settings | ✅ | |
Manage letter templates | ✅ | |
Manage OAuth clients | ✅ | |
Manage rules | ✅ | |
Manage services | ✅ | |
Manage user registration settings | ✅ | |
Manage user types | ✅ | |
Manage users in the current user's group | ✅ | |
Manage webhooks | ✅ | |
View all service APIs | ✅ | |
View all Users in the application | ✅ | |
View all Users in the current user's group | ✅ | |
View all Users of the same type as the current user | ✅ | |
View service API Keys for all users | ✅ | |
Case | ||
Add attachments | ✅ | ✅ |
Allow assignment of self to cases | ✅ | ✅ |
Allow submission of case forms for transitions | ✅ | ✅ |
Assign all users within type | ✅ | ✅ |
Assign users within group | ✅ | ✅ |
Change case status | ✅ | ✅ |
Create a case | ✅ | ✅ |
Delete all attachments | ✅ | ✅ |
Delete attachments | ✅ | ✅ |
Edit attachments | ✅ | ✅ |
Edit case values | ✅ | ✅ |
Export cases to csv | ✅ | ✅ |
Manage case notes | ✅ | ✅ |
Send messages | ✅ | ✅ |
Set case alert note | ✅ | ✅ |
Timeline | ✅ | ✅ |
View all cases for Services that the current user can access | ✅ | ✅ |
View case history details | ✅ | ✅ |
View case letters | ✅ | ✅ |
View case notes | ✅ | ✅ |
View details of who is able to see each entry on the case timeline | ✅ | ✅ |
View external case references | ✅ | ✅ |
View message list | ✅ | ✅ |
Reporting | ||
View reports | ✅ |