Register a Freelancer in JobBag
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    Register a Freelancer in JobBag

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    Article Summary

    Register a Freelancer in JobBag

    Introduction

    If you wish to allow a freelancer to be able to log into JobBag to have access to the Active Diary to see tasks and to complete timesheets they need to be a registered user in JobBag, The process is as follows:

    Step 1 Click on Users Maintenance set them up as a user

    Step 2 Freelancer logs into JobBag; set up their 2FA if their privileges if required

    Process Details

    Step 1 Ensure you have access to user maintenance

    Step 2 Click on File / Administration / Users Maintenance

    Step 3 Click on the plus sign

    Step 4 Complete the new user information and save

    Field Name:

    Descripion

    logon with:

    employee's log on - usually their email address

    Employee:

    select name from drop down list, they must be entered in to the address book as a freelancer first

    User Name:

    enter their full name

    Email:

    enter their email address

    Password:

    create a password - alpha numeric with at least one capital letter

    Confirm Password:

    re-enter their password

    Group:

    Select from drop down list

    Registration:

    Select from drop down list

    Division:

    Select from drop down list

    2 Factor Authentication Process (if required)

    2 Factor Authentication can be applied using a TOTP application or using their email address.

    Step 1 Install a TOTP application on your mobile devise. Free TOTP apps are available from Apple Store or Google Play

    Step 2 Highlight group and double click to edit or click on edit icon

    Step 3 Select option to set 2FA for category / group and click on save

    Step 4 When a user in the category / group logs into JobBag for the first time after 2FA is set, the following screen appears. Select TOTP and click on Set

    Step 5 Use TOTP app which is on your mobile phone and scan the QR

    Enter the number which appears on your mobile


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