Staff Maintenance and Roles

Creating a new JIWA 7 database automatically creates a user account called Admin. When logging into the database for the first time, you'll be asked to reset the password. All other user/staff logins then need to be created.

Granting and restricting access to the various modules, forms and tabs is controlled by User Groups. One or more User Groups are attached to the Staff Maintenance record for each user. JIWA 7 ships with some User Groups already created based on the normal business functions – e.g. Accounts Payable, Accounts Receivals, Financial Controller etc. with appropriate permissions set. New groups can be created from scratch or copied and edited as required. Menus are stored in the database and are attached to user groups. Two menus are included – Default (available for copying and editing) and Model – non editable version.

There is no set recommended order to get things setup. However what needs to be done is:

• Create/modify user groups and set permissions
• Create/copy/edit menus and attach to appropriate user groups
• Review reports and import custom reports into the database
• Attach custom reports to menus where needed
• Attach a group(s) to each staff person

• User Groups
• Staff Maintenance

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