Manage user permissions

The Information provided in this guide explains what the user permissions are, how the user permissions are broken down and what each user's permission allows the user to do when you assign the relevant user permission.

Manage users

1. Click Admin on the main home bar
2. Select Manage Users from the dropdown
3. You will now see a list of all your Jupix users 

The list will also show

• Which Office the user is assigned to
• Which Department the user is assigned to
• Last Active shows how many days since a user was last active on Jupix
• Status is the user  Active or De-active

1. Click the red Edit next to the relevant user
2. Scroll down to the Permissions section

The permissions are broken down into different categories.

Edit, assign and change user's permissions

1. Click the relevant tickbox to change the permissions assigned to the user

General permissions

• Advertising Scheduler enables the user to record adverts in Jupix through the advertising schedule
• Export Data From Jupix allows the user to export a list of vendors, landlords, sales and letting applicants into .csv file from Jupix
• Management Dashboard allows the user to view the number of tasks against any user such as such enquiries, appraisals not confirmed, viewings requiring follow up, etc.  
• Mobile Diary allows the user to access the diary and contacts information outside of the office on a phone or tablet device
• Use Legacy Documents should only be activated if the user's system is running on Word 2007 and allows the user to open and save documents back to Jupix using the credential manager

Admin permissions

• Document Templates allows the user to edit and upload master document templates
• Brochure Templates allows the user to edit and upload master brochure templates
• System Configuration allows the user to change settings within the Jupix system across all departments including adding match areas, creating email and adhoc letter master templates, etc.
• Lettings Configuration allows the user to edit the settings for the lettings department including adding and removing landlord and tenant charges editing letting fee policies, etc.
• Manage Users allows the user to edit other user's details, deactivate users, add new users and change user permissions
• Website Content This is only for clients who have a website hosted by Jupix and allows the user to access some of their website pages to edit their own website 

Partner permissions

• Ravensworth Order Prints allows the user to order prints through Ravensworth from Jupix

Deletion permissions

• Notification by email for Bulk requests the user will automatically receive email notification when a user requests a bulk deletion
• Individual Delete allows to user to delete individual records
• Bulk Delete allows the user to do bulk record deletions
• Manage Deletion requests allows the user to manage deletion requests

Click here for more information on Deletion settings.

Lettings permissions

 Accounting level 1-4 enables accounts features in Jupix for each user.

Level 1 allows the user to

• Receipt landlord monies
• Receipt tenant monies

Level 2 allows the user to

• Add tenants charges and expenses
• Add tenancy charges and expenses
• Add landlord charges and expenses
• Add tenancy first account
• Add landlord first account

Level 3 allows the user to

• Reconcile bank accounts
• Pay suppliers, tenants, landlord, agency, overseas tax
• Receipt rent monies
• Move deposits
• Add opening balances

Level 4 allows the user to

• Reconcile bank accounts
• Pay suppliers, tenants, landlord, agency, overseas tax
• Receipt rent monies
• Move deposits
• Add opening balances
• View agency bank details
• Generate landlord statements
• Issue refunds
• Credit charges
• Undo receipts

• View Bank Account Details allows the user to view contacts bank account details
• Edit Contact Bank Accounts allows the user to add new bank account details and edit existing bank account details on a contact record
• Reports Access This will allow the user to access the relevant selected reports they are given access to