User Account
Access your user account to log out, edit your screen display and account information, or to 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 Images will also display in the Navu Chat tool above the user’s name. | User Account > User Profile > Online Image |
Join Screen Share Session/Generate Screen Share Code | Allow other users to view what is on your screen by generating a screen share code and sharing it with them. When the other user selects Join Screen Share Session, they will be prompted to enter the code. Screen share will only share the Navusoft application. Navigating to anything outside of Navusoft will not be shared. | 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 a history of archived tickets. There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.
Further information and how to use the Navu Requests tool can be found here: INSERT LINK | Navu Request Administrators
General Users
|
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 system. | Notification indicates documentation is available and a total 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. | Notification 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. Select ‘Snooze’ and the notification will be redirected to Snoozed Alerts for future viewing. Otherwise, select the 'X' in the upper right corner to close the notification.  A task list also displays in the Tasks column of the Recent Activities and Sales Representative Home screens. | Notification 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???? | Notification displays the number of appointments a user has scheduled. |
Cancellations | Select the Cancellations icon to view customers who are cancelling their accounts. | Notification displays the total count of customer cancellations. |
Snoozed Alerts | Select the Snoozed Alerts icon to view any pop-up alerts that were previously snoozed.  | Notification displays the 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 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 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. Right-click on the Home module to view any of the other Home screens. |
Customer | The Customer module contains tools related to creating and servicing customer accounts. |
Dashboard | |
Sales | |
Operations | The Operations module contains tools needed for daily business operations such as assigning routes, creating work orders, and etc. Expand more on this ** |
Accounting | Controls the Accounts Receivable, Account Payable…. |
Reports | All reports, including customized reports, are found in the Reports module. |
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.
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. If a user decides they would like to change their default homepage they can do so by accessing their user account, selecting User Profile and changing the selection in the Default Homepage drop down field.
Recent Activities | Dashboard | Sales Representative |
|---|---|---|
| 
| 
|
Navu Chat
Communicate with other users in your organization using the Navu Chat feature. This tool supports both individual and group chat style sessions.
NOTE: What are the tool rights around this? When a user account is created does something have to be indicated on their account who they can talk to in Navu Chat?