Web Users in BigChange

  • Updated

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 the Web User Admin?

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

  1. Log into your BigChange account.
  2. Navigate to the top menu and select the 'Profile' icon.
  3. From the drop-down menu, select 'Admin Settings'.
  4. On the left side menu select 'Web Users' section.

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

 

User Groups, Roles and Restrictions.

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. 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.

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Troubleshooting Common Issues

This section provides solutions to common problems encountered by BigChange web users.

Can't log in to Website? Forgotten password?

If you're having trouble logging into BigChange, try the following steps:

  • Clear your cookies and cached images and files, then try logging in again.
  • If the problem persists, email Support from an email address from your domain for a password reset.

How to add a document to the file library

To add a new file to your library:

  • Log in and navigate to: [Top menu] Profile (icon) → Admin SettingsFormsFile library.
  • Click 'Add' and select a file group and the file from your computer.
  • Choose the resource groups you want to make the file available to and click Okay.

My white labelling isn’t working

If your white labelling settings aren't working:

  • Navigate to: [Top menu] Profile (icon) → Admin Settings → General account settings → white labelling.
  • Check your settings and confirm your email address for white labelling.
  • You will receive an email from Amazon Web Services (AWS). Click the link to activate White Labelling.

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Accessing Video Tutorials

This section provides links to video tutorials that can help you understand and navigate the BigChange system.

  • "Administer Web User Roles/Restrictions"
  • "Role Actions: Export Data and Send all"
  • "Web User License Types"

Conclusion

This guide provides solutions to common issues and links to video tutorials to help you navigate the BigChange system effectively. If you encounter any other issues, don't hesitate to contact our support team for further assistance.