Security Groups on JM Connect

Security Groups on JM Connect

Security Groups determine what icons users can see on JM Connect.  Security Groups can be used to limit the information that a user can see based on their role in the company.

Creating Security Groups	FAQ
Assigning Security Groups
Security Group Listing
Assigning Individually

Users must have the User Manager or Employee Manager security setting to access Security Group settings.

Creating Security Groups

1. Navigate to Employees > Manage Security Group.
2. Select + Add Group.
3. Toggle the desired icons on or off.  A short description of the icon is included under each title.
   
4. Name the Security Group.
   
5. Select Save Changes to confirm the information.

Tip: Security Groups can be used to limit the information that a user can see on JM Connect.  Here are some examples of common Security Group setups:

Inventory Manager - Message, Employee Message, Supply Request, Approve Supply Request

Inspector - Message, Employee Message, Manage Quality Checks, My Quality Checks

Subcontractor - Employee Message, Clock In/Out, My Work Orders

Assigning Security Groups

Security Groups can be assigned through two methods: Security Group Listing or by assigning individually.

Once an employee has been assigned a Security Group, their JM Connect app will automatically reflect the changes.

Security Group Listing

1. Navigate to Employees > Manage Security Groups.
2. Select Security Group Listing.
   
3. To assign a Security Group, navigate to the desired employee and select the dropdown in the Actions column.
   
4. Map the employee to the desired Security Group.  The page will save automatically.
   1. To unmap an employee from a Security Group, select Unnasign (Security Group Name) in the dropdown, or map them to a different group.

Assigning Individually

1. Navigate to Employees > Manage Employees.
2. Select the Edit Pencil for the desired employee.
3. Select the User Settings subtab.
4. Under the Security Group dropdown, choose the desired group.
   
   
   • Selecting the Gear Icon will open the Security Groups page.
5. Select Save to confirm changes.

FAQ

Q: I updated my security group but my icons didn't change on JM Connect.

A: Select the Refresh button on JM Connect to reload the screen, or close and reopen the app.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.