User Account
Access your user account to log out, edit your screen display and account information or reference the system version your account is operating on.
Task | Description | Location |
|---|---|---|
Change Screen Font | Three font options are available to change the font for all screens in the application: Frutiger Light, Frutiger Medium and Roboto. Fonts are auto-saved and applied immediately to the user’s account once selected. This only changes the font to the individual’s user account and not all users. | User Account > System Font |
Add Profile Image | Upload a profile image you would like displayed for your user account. Profile Image will also display in the Navu Chat tool. | User Account > User Profile > Online Image |
Join Screen Share Session?? | User Account > Generate Screen Share Code; Join Screen Share Session | |
Find System Version | Select the ‘About Navusoft’ option from your User Account menu to view the Navusoft version your system is operating on. | User Account > About Navusoft |
Notification Icons
Notification icons display horizontally along the top, right corner of the screen. A red bubble displays with the icon to indicate attention is needed.
Icon | Description | Bubble Notification |
|---|---|---|
Navu Requests | Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view archived tickets. There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators. General users can create ticket requests but can only submit them to their internal Navu Request Administrator to review and decide to send on to Navusoft. Navu Request Administrators both create tickets and review submitted ticket requests from the general users to identify which tickets should continue on to Navusoft. Further information and how to use the Navu Requests tool can be found here: INSERT LINK | Navu Request Administrators
General Users
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Unread Documentation | Select the Unread Documentation icon to view learner documentation for only the modules/tools you have been granted permissions to. Documentation reflects the most recent version of the Navusoft application. | Red bubble indicates documentation is available. A total displays in the notification bubble indicating the count of documentation the user has not reviewed. |
Customer Request | Select the Customer Request icon to view recent customer request activity such as a request for additional pickup. A Customer Requests list also displays in the Customer Requests column of the Home (module) screen. | Red bubble indicates a new request is waiting to be reviewed. |
Tasks | Select the Tasks icon to review tasks you have created. Complete the task from the Task editor, or delete the task if it no longer applies. When a task is marked as complete the user who created the task will receive a notification pop-up with the information of who completed the task and the date and time.  A task list also displays in the Tasks column of the Home screen. - is this only if the default homepage is set to Recent Activity??? | Red bubble displays a total count of tasks that have not been completed. |
Appointments | Select the Appointments icon to view current and upcoming appointments. An Appointment list also displays in the Tasks column of the Homepage. - is this only if default Home Screen is set to Recent Activity???? | |
Cancellations | Select the Cancellations icon to view customers who are cancelling their accounts. | |
Snoozed Alerts | Select the Snoozed Alerts icon to view any pop-up alerts that were snoozed opposed to being closed.  | Red bubble displays a total count of alerts that have been snoozed. |
Recent Activity | Select the Recent Activity icon to view a time stamped history of your user account. This includes customer accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account. Select the activity, such as the account name to access the location again. A list of recent activity also displays under the Activities section of the homepage. | Does not display a bubble notification. |
Context Help | Select the Context Help icon to view learner documentation related to the page you are viewing. Documentation is currently being built out for each of the modules and is an ongoing process. | Does not display a bubble notification. |
Modules
Modules display vertically along the left side of the screen. Users will only see modules they have been granted user permission to. Within each module are Tools a user needs to perform the functions of their job.
Module | Description |
|---|---|
Home | The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options available: Dashboard, Recent Activity and Sales. Changing a users default homepage is done in Setup > System > User. |
Customer | The Customer module contains tools related to creating and servicing customer accounts. |
Dashboard | |
Sales | |
Operations | |
Accounting | |
Reports | |
Setup | The Setup module controls how the Navusoft application is setup. Access to this module should be restricted to only administrative users who understand their system setup. |
Database | The Database module Access to this module should be restricted to only users who understand the implications a change here can have in other areas of the application. |
Default Homepage Examples
A default homepage selection is made at the time the user account is created. Consideration of the user’s role will help in determining which of the default homepage options to choose. Default homepages can be edited at any time.
Users can switch to view any of the other Home screens by right-clicking on the Home module and selecting the screen they would like to view.
Recent Activities | Dashboard | Sales Representative |
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