User Management

Invite Users to your Jirav account (Onboarding)

Jirav gives Administrators the ability to add and remove Users with the Setup menu.

When you are an Admin you will see a Users section within the Setup area of Jirav as noted in the screen shot below:

 

To add a user simply hover over and click the three dots (ellipses) next to the title Users and select Add:

 

Screenshot_10_25_18__10_53_AM

 

After selecting the Add option in the menu Jirav will pop up a box where you enter in the email address of the User you would like to add and select their role type:

For what the different roles are please see our help article on User Role Permission Types

 

Screenshot_10_25_18__10_55_AM

 

 

After adding in their email and choosing their role you then select Invite and an email will be sent to the user asking them sign up and you will see the dialogue box below:

 

Screenshot_10_25_18__10_57_AM

 

The person receiving the invite will get an email as shown in the screen shot below, they then have the ability to create their account and begin using Jirav. 

 

 

Screenshot_10_25_18__11_08_AM

 

Complete your Basic Certification -> Complete the Certification Form