In this section you will associate users with agencies and login accounts. If syncronizing with an Exchange calandar is desired, you can configure Exchange synchronization for each user in the Application Person code table.
Note: Because this code table is used to populate the drop-down list of case agency persons in a case session, you may want to create agency records and manage the Agency code table prior to working on the User Accounts section.
Only users inserted in this code table can be assigned logons or be assigned to agencies. Each active Application Person record with logon credentials that is not specified as a non-client user uses one of your available licenses. Be careful to not exceed your number of available licenses.
Tip: To check your number of licenses, click Help | About JustWare. If you have more active users than you have Licenses Purchased, consider either deactivating some of your active users or purchasing additional JustWare licenses. API or JusticeBroker users who do not need access to the JustWare Client may be classified as non-client users, as non-client users do not use a license.
Caution: If you go into SQL Server to add users that exceed your number of licenses, all users will be unable to access JustWare until the number of active users has been reduced.
Finding the User Account section¶
- Select the ADMIN tab of the top toolbar and click Account Management.
- Select User Accounts.
Finding Existing User Accounts¶
The search column at the top of the section allows you to quickly and dynamically jump to the row that matches your text. The matching only occurs in the first column. For example, if you wish to match on Full Names instead of Codes, you can drag the Full Name column into the first column slot on the far left.
Creating User Accounts in the Application Person table¶
Note: If two domains are used in conjunction with JustWare via a two-way domain trust setup, this will affect how the logons for users are transferred. Users belonging to a group on the same domain that JustWare is hosted on will be able to be handled as a group or as individual users. Users belonging to a group on a domain different from the one JustWare is hosted on will be handled as individual users. Both domains must be mapped in the Domain Map snap-in of Application Parameters
Tip: To enable a user in your organization to view financial obligations for multiple collecting agencies and accept payments on behalf of them, the user must be a member of multiple collecting agencies. Add the user to a record row in the Application Person snap-in for each applicable agency.
Add a user.
Select or type all required and relevant data for each available field. Some fields may be required while others are not.
- Code: Type a brief, unique code used to reference the corresponding item description. Tip: It is recommended to simply use the initials of the person for this code.
- Full Name: Type the actual name of the JustWare user. Locate the name using the Name Lookup tool. If there is no name record for the person you are adding, create a new one.
- Agency: Select the name of the agency with which this JustWare user is associated from the list. The drop-down list displays all of the agencies in the Agency code table. If the correct agency is not available, add it to the Agency code table. (See "Agency Code Table".)
- Login: Type the registered user's logon name. This will
be the logon that is used to access JustWare. This is either
the logon on the domain or the Web server. Tips:
- Use an asterisk (*) as a wildcard to locate a logon name. (This can only be used at the end of text, not at the beginning or in the middle of a domain or name.) You can also use just an asterisk (*) to return a list of logons that you can choose from.
- For users that are members of multiple agencies, provide a logon name only for the primary agency. For a user's secondary agencies, leave this field blank. This step ensures that the user has correct business rules and data partitioning privileges.
- Active: Select this box to set the user's logon privileges as active, or clear it to deactivate the user's logon privileges. Clearing this check box also removes this user from any applicable drop-down lists.
- Non-Client User: Select this box to classify the user as an entity using JustWare functionality via the API or JusticeBroker. This type of user does not use a JustWare license and will be unable to log on to the JustWare client.
- Mobile User: Selecting this option will give the user access to JustWare Mobile. For more information regarding JustWare Mobile, see JustWare Mobile.
- Calendar Sync Type: Select the way you want JustWare to
sync with Microsoft Exchange for this user:
- 0 - No Sync: JustWare will not sync with Exchange.
- 1 - Exchange to JustWare: An event is created, modified, or deleted in JustWare if an appointment is created, modified, or deleted in Exchange. Note: Changes made to case events in Exchange are not updated in the corresponding case event in JustWare.
- 2 - JustWare to Exchange: An appointment is created, modified, or deleted in Exchange if an event, correspondence, or task is created, modified, or deleted in JustWare.
- 3 - Bidirectional: JustWare is updated with the creation, modification, or deletion of appointments in Exchange and Exchange is updated with the creation, modification, or deletion of events, correspondences, or tasks in JustWare. Note: Changes made to case events in Exchange are not updated in the corresponding case event in JustWare.
- Mailbox Name: This column is used if your logon name is different than your email name. If there is a user name in the Mailbox Name column when Exchange Sync Service runs, it will use that user name. If this column is left blank, the user name for the Exchange mailbox will be the user name in the logon column minus the domain. For example, if the Mailbox Name field is empty and the user name in the Login field is domain\jsmith the Exchange mailbox logon would be jsmith. Note: Exchange Synchronization must be installed, started, and maintained from the Maintenance Console. See the JustWare Maintenance Console and Services documentation.
Caution: Every Application Person record that is marked as Active, assigned logon credentials, and not specified as a non-client user uses one of your licenses. The number of licenses currently in use is displayed at the top of the code table. The total number of licenses purchased and available for use can be found by clicking Help | About JustWare from the Menu toolbar. 2. Save the session. Press
Sor File | Save.
Deleting Application Person Codes¶
Caution: Instead of deleting application person codes, it is recommended that you should mark them inactive.
- Select the record you would like to deactivate.
- Navigate to the Active checkbox, and clear the selection.
Save the session. Press
Sor File | Save.
To delete an Application Person Code completely:
Delete the record.
Save the session. Press
Sor File | Save.