Users

Add a User

1. From the home page, click the hamburger menu (3 horizontal lines) in the upper-left of the web portal.

2. Navigate to the “Settings” dropdown and click “Users”. Here, you can see the members of your team.

3. Click the purple “+ New User” button in the top-right of the page to add a new user.

4. On the “Add User” screen, enter the details for your new team member:

   1. First & Last Name

   2. Username & Password - the username & password your teammate will use to log in.

   3. Role - this option determines the level of permissions this user will have within your instance of Jia.

   4. Employee Type - this option allows you to select whether this person is a full-time employee or a contractor.

   5. Divisions, Primary Division - these options allow you to select which divisions’ tasks this user will have access to, and which divisions’ tasks will be prioritized

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