FAQs
Help Topics
| Companies, People, Permissions |
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How does JForce use Joomla! users? What are the different access settings and how do I configure them? Can everyone see everyone else? Can I create private information? Can I give my clients access to JForce?How do I add a person to a company? Can I create multiple access roles? How do I add a person to a project? Can my clients upload a photo for their company or person?Can one person be a part of multiple companies?
You can create a person within JForce by clicking on the People button on the top toolbar. Here you will see a list of people. If you have access to create people you can click the create new button to create a new person. Note that you will need to associate this person with a company and you can either create a Joomla! user for them at this time or link them to an existing Joomla! user. How does JForce use Joomla! users? JForce uses the standard Joomla! users table to store the email address, username, and password for each JForce user. This means that JForce works seamlessly with any other component that utilizes the Joomla! users table. JForce does NOT use Joomla! permissions (e.g. a Joomla! Super Administrator does not necessarily have admin privileges within JForce.) JForce allows you to assign users to specific JForce access roles that you can create and customize in the admin panel of JForce. We feel that this allows you to have the flexibility you require for your Joomla! users. You can create a Manager, or even Admin level access roles and assign a Joomla! Registered User that role without compromising the rest of your Joomla! site. You can create a company within JForce by clicking on the People button on the top toolbar. If you have access to create companies you can click the create new button to create a new company. What are the different access settings and how do I configure them? Access roles allow you to customize exactly what areas of JForce each role can view, create, edit, and delete (or manage). See the access page for more information about access roles. Can everyone see everyone else? No, it's very important that users only see the items that you've given them permission to see. By setting up your access roles you can customize exactly what information each user sees or has access to. (e.g. Assignment Only allows you to have users only see items that you assign to them). Can I create private information? Yes, with JForce you can create items that only users that you have given permission to see private objects. Can I give my clients access to JForce? Yes! JForce gives you full control to allow your clients to access their information within JForce. They can easily see only items that you've given them permission to see and interact with. They can pay invoices, quotes, anything you want them to be able to do! How do I add a person to a company? Once you've created a company you can quickly create a person by clicking on the Add Person button on the company overview page. Alternatively you can create a person by clicking on the new person link under the person list and then select their company when creating that person. Access roles are setup and created on the admin panel. Then you can assign those access roles to your users on the front side of the website (or the back). Note: when assigning access roles from the admin panel you will initially see all Joomla! users in your list of people - the system will automatically create a JForce person for each user you select and assign them to the admin company; after this initial assignment you will only see JForce users in your list of users. Can I create multiple access roles? Yes, with JForce you can create as many access roles as you need. How do I add a person to a project? Adding a person to a project is simple. If they are a member of the company that the project is assigned to then they are automatically added to the project. If they are not a part of that company then you can add them to the project by clicking on the people link under the Project submenu. Can my clients upload a photo for their company or person? Yes, your clients are able to upload their own photo for themselves and if you've given them the permission they can also edit and upload a company photo as well. Can one person be a part of multiple companies? Right now JForce only allows a person to be part of one company. Because JForce people are linked to Joomla! users and we require a unique email address for each user we only allow a one to one relationship between person and company. You can assign a person to be part of multiple projects and define unique roles for that person for each project so there should be no need to be a part of multiple companies. An assignee is someone that you select to be "assigned" to an item. This means that they are responsible in some way for that item. When creating or editing an item you can select a assignees from a modal list of available JForce people (this list of people is based on the restrictions of the various access roles as you have defined them in the admin panel and applied them to your users). For example, some users are company only, or project only, this will affect whether or not that user is shown in your list of available people. Selecting assignees will notify those users (if you choose to do so) via an email of the item. If you assign an access role to a person that has "assignment-only" access than that user will only be able to view items that you have assigned to them. |
