User Accounts

Owned by Aliena Somers
Last updated: Oct 18, 2022
4 min read

Pathway: Setup > System > User

1 Add New User | 2 Assign Roles | 3 Assign Divisions | 4 Inactivate a User | 5 Password Reset

The User Setup tool controls the setup and activation status of all user accounts in Navusoft for a company. From here Roles and Divisions can be assigned or removed from a user’s account. This tool provides an option to filter the User Setup screen by Department and defaults to hide inactive accounts from view.

User Setup

Add New User

Setup > System > User

The following process applies to the creation of new user accounts:

Add New User

Fields highlighted in red are required.

  1. Select the green plus icon from the upper right corner of the screen and the Add User editor will display.

  2. Enter a Status for the user. This field defaults to Active and when set to Inactive prevents a user from logging in. Only users who’s employment has ended should have an Inactive status.

  3. Enter the user’s name in the First Name and Last Name fields.

  4. Enter an Email the user will use when logging in. For security reasons, it is not recommended best practice to enter a personal email in this field.

  5. Select the Navu Request Notification Type. Options include: Alert and Text Message.

    • If Text Message is selected the Cell Phone field must include a phone number that can receive text messages.

    • If Alert is selected the user will receive

  6. Select a Default Homepage.

  7. Click Save

Assign Roles

Setup > System > User

Roles are permission groupings users must be assigned to work within the Navusoft application. Roles are created and maintained by a system administrator and display under the Roles tab in a user’s account.

Add or remove a role’s permissions in Setup > System > Role.

  1. Click once on the user to display the Roles tab.

    • All available roles display with the Role ID, Role Name and a green plus icon to add the role to the user’s account.

  2. Select the green plus icon to add the role to the user’s account.

    • When a role has been added to an account, the green plus icon toggles to red. To remove the role and the permissions it includes, select the red icon.

Permissions may cross-over into other roles. Removing a role from a user account does not guarantee all desired permissions have been removed.

Assign Divisions

Setup > System > User

Divisions are the different operating locations, regions or municipalities a company may have to service customers from. For example, a company may have a waste division in Houston to service the Houston residents and another division in Austin to service the Austin residents. Divisions are added to a user’s account and grant the user access to only the information for that division.

  1. Click once on the user to display the account tabs.

  2. Select the Divisions tab.

  3. Select the green plus icon for the division you would like to add to the user’s account.

Inactivate a User

Setup > System > User

To prevent unauthorized access from employees who have left, an employee's user account should be inactivated upon their employment end date.

 

  1. Double-click on the user to display the Edit User screen.

  2. Select Inactive from the Status drop down field.

    • The system auto-saves upon selection.

  3. Close the Edit User screen and confirm the user’s account Status is now displaying as Inactive.

    • By default, inactive accounts are hidden. Uncheck the ‘Hide Inactive’ check box from the top of the User Setup screen to search and view inactive user accounts.

Password Reset

Setup > System > User

Reset user passwords when a user has forgotten their log in credentials, or their account has been compromised.

  1. Double-click on the user to display the Edit User screen.

  2. Select the Reset Password button.

Related Articles



Â