You can add new users to your company in Jinius. First, you need to add the user information, then define the role and permissions to grant the necessary access to the user.
Define the user’s role and permissions
On the Configuration icon at the top right corner of your Jinius homepage, go to Settings > Business Profile > scroll to Users section
In the upper-right corner, click “+Invite user”. Complete the steps to define the role and permissions.
Step 1: Fill the user information
Fill all the fields to define the user’s information (First name, last name, business email address…).
Step 2: Define a role and assign permissions
- Choose a role for your user:
Admin: has access to all permissions and can add/edit/delete the company’s users.
Custom: has limited access and the permissions are defined by the Admin. - Choose permissions for your custom user:
|
Permission |
Description |
|
Settings |
|
|
View company details, users, and payment settings |
User can view the company’s profile, users list and the submitted payment details. |
|
Manage company details |
User can edit the company’s profile. |
|
Manage payments settings |
User can add/edit the company’s bank account to receive payments and pay others by connecting with 1bank. |
|
Manage integration with Jinius |
User can create a client ID and callback URLs. |
|
Remittance Management |
|
|
View remittance reports |
User can view remittance reports referring to payments that have been submitted through Remittance Management. |
|
Send remittances |
User can send bulk payments to multiple partners at once and view related remittance reports. |
|
Invoices |
|
|
View invoices |
User can view invoice details (Invoice number, Issue and due date, outstanding amount…) and cashflow projections. |
|
Create and edit invoices and credit notes |
User can add/edit recipient information, line items, and upload relevant files for invoices and credit notes. |
|
Approve payables |
User can view and approve payables. |
|
Pay invoices |
User can view the company's invoices and either pay them or update their payment history. |
|
Ecosystem |
|
| Send Connection Requests | User can send Connection Requests to other Business Entities in Jinius |
| Manage Connection Requests |
User can Accept or Decline Connection Requests from other Business Entities in Jinius and Disconnect from existing Connections |
|
Tenders Management |
|
|
View RFTs |
User can view Requests for Tenders |
|
Create RFTs |
User can create Requests for Tenders |
|
Issue RFTs |
User can issue Requests for Tenders |
|
Award Bids |
User can award bids for Requests for Tenders |
|
Create Bids |
User can create bids |
|
Submit Bids |
User can submit bids |
| Marketplace | |
| View store |
User can view the marketplace section which includes delivery management and links to Mirakl (Mirakl dashboard & Mirakl order management) |
| Create store |
User can create a new store by uploading required documents |
|
View deliveries |
User is able to view accepted orders that are pending delivery |
|
Manage deliveries |
User is able to create waybills, download waybills and notify our delivery partner to pick up orders |
Figure 1: User Permissions
Step 3: Add user
After completing the first two steps, an email invitation will be sent to the user to join your company in Jinius.