Self Onboarding: Admin/Finance

Getting started How to log onto JobBag JobBag email Navigate to File > Preferences > JobBag Config > email settings How to set up email in jobBag User Maintenance Navigate to  File  > Administration > User mai...

You can now log on to both the desktop and JBX web based versions of JobBag using the same username and password.  Note: the JBX has limited functionality. Before you start You will need the following information from your system administrator ...

Your email server settings need to be entered into JobBag before you can start sending emails.  Please have your IT Administrator review this page and make the appropriate changes to your hosted email service. Navigate to File > Preferences > JobB...

If a new employee/freelancer requires access to JobBag they need to be added as a new user in user maintenance. Navigate to the File menu > Administration > User Maintenance window   New users need to be registered with a current li...

How to reset 2 Factor Authentication 2FA authentication is required for groups of users who have access to: payroll, bank accounts, suppliers, HR. You can also decide to make 2FA mandatory for other groups of users by allocating the following pri...

Use this process whrn you want to add a new client into JobBag 1. In the JobBag Menu, go to the Address book > select new 2. Select Business or Individual - Business - A business address book record is a company - Individual - A Individu...

Use this process to add a new supplier into JobBag.  1. Navigate to > JobBag Menu > Address book > select new 2. Select Business or Individual - Business - A business address book record is a company - Individual - An Individua...

Use this process to add a new employee into JobBag Step 1:   Navigate to > JobBag Menu > Address book > all employees worklist Step 2:  Select >  New > Individual > Employee Add employee's personal information name,...