Web Users in BigChange

This article provides am introduction to help BigChange web users navigate common issues and utilise the system effectively. It is crucial for users to understand how to troubleshoot common problems and access relevant video tutorials to maximise the benefits of the BigChange system.

Web users refer to individuals who can access your BigChange system via a web browser, whether on a desktop computer. When a resource is associated with a Web User, they can actively manage data based on their assigned roles, such as modifying the CRM or generating financial documents. However, if resources are not linked to a Web User, their access will be limited to basic tasks like completing a Worksheet or conducting a vehicle check.

Where can I find and manage my Web Users?

In BigChange, you can find your Web Users by following these steps:

1. Go to Account Settings.
2. Select Settings.
3. On the left side menu select Web Users.
4. Web User setting:
   1. Add - edit - Please refer to article on Creating a web user.
   2. Roles - Please refer to article on Roles and permissions.
   3. User groups - Please refer to article on Managing User Groups.
   4. Restrictions - Please refer to article on Web user restrictions.
   5. Web user custom fields - Please refer to article on Creating web user custom fields.
5. Web user list view.
6. Add a new Web user.

Here, you can view, add, or manage your Web Users according to your system's requirements.

User Groups

Please refer to article on Managing User Groups.

In BigChange, you have the option to create User Groups for your Web users. This allows you to categorise individuals into different departments such as Finance, Sales, Engineers, and so on.

Roles and Restrictions

Please refer to articles on Roles and permissions and Web user restrictions.

Additionally, you can manage Roles, which dictate the capabilities of a user within the system. Each role is associated with specific permissions that outline the tasks a user can carry out. For instance, a user assigned the Administrator role may have comprehensive access to all features, whereas a 'Driver' role might have more limited access.

Furthermore, you can implement Restrictions within the BigChange system, specifically under the web user section. These restrictions serve to control what a user can view or do within the system. For example, you have the ability to limit a user's access to certain data or restrict them from executing specific actions.

Custom fields