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 > 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. |
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.
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