My Company
My Company is for presenting, adding, and editing company info, such as Jakamo ID, addresses, and industry, as well as for adding, editing, or removing users.
All content shown on the My Company page is public in default and thus visible to Your partner companies, i.e. all companies with Your company have relations in Jakamo.
Since all data is visible to Your partner companies, make sure facts and details are up to date, your description of Your company is agreeable and clear, and all necessities are presented.
1. My Company
My Company landing page presents Company Info, Certificates, Awards, and Company Users.
Different functions are shown on the top part of My company landing page.
Guides for each functionality are presented later, shortcuts are on the right-hand side column.
1.1 Company Info
Company Info shows the basic and contact information for Your company. These can be edited via Edit Company Info
1.2 Certificates
Different certificates, such as ISO 14001, 9001, and 55001, Your company holds can be added to the certificates list. Each certificate can be edited and removed, as well as assigned to persons in responsibility. Validity periods and statuses can be indicated. Notes and also attachments, such as Confirmation of Compliance, can be added, edited, and removed.
1.3 Awards
Awards, medals, and trophies Your company has received and that you want to share with your partner companies can be added, edited, and removed. In addition to basic info, also attachments, such as certificates can be added.
1.4 Company users
Jakamo users in Your Company are listed at the bottom of the My Company landing page. The list includes active users as default, but also inactive users can be included by hitting the icon on the bottom left corner of the list. EMAIL column shows the username each user uses when login into Jakamo.
Company Admins can assign different roles to users. MEMBER -the role is suitable for most users. Users with the MEMBER -role are entitled to use different Apps, but can't make changes in administrative functions such as My Company, Add Users, or Plans & Billing. COMPANY_ADMIN role doesn't have any limitations; all credentials in Jakamo are included.
Our recommendation is to have 2-5 users with COMPANY_ADMIN roles per Company, site, division, etc. Since users with COMPANY_ADMIN roles are entitled to all actions in Jakamo, sometimes the great number of users with this role can cause more harm than good.
2. Functionalities
2.1 Add user
Although the feature is called Add User, functionality is based on sending invites to new Jakamo users in Your Company. This ensures that each new Jakamo User receives and accepts the privacy policy and terms & conditions.
To invite a new Jakamo user, only an email address is required. In addition, the role given to the user needs to be selected. Optional messages can also be attached to invitation mail. One to three new users can be invited in one batch. If more users are needed, just hit the Add User icon again and invite one to three new users at a time.
Without an optional message, new Jakamo user receives the invitation mail below
By hitting the GET STARTED from the invitation email above, a new window shown below is presented. New Jakamo users can fill in basic information, such as name, phone number, department, and most importantly personal password. After the privacy policy and terms & conditions are familiarized, those need to be accepted, and then save all the details by hitting the SAVE PROFILE.
2.2 Inactivate (remove) user
Jakamo users with Company Admin roles can inactivate users. This is necessary for instance in situations when employment ends for one reason or another. Active Jakamo users' user accounts can be inactivated from the User list in My Company. The REMOVE USER icon is shown on all active user rows. By hitting the icon, a confirmation window will pop up, and by confirming the removal, a user account will be inactivated, and the user can't log in to Jakamo.
Email notification to the email address of the removed user will be sent on removal. An email has the title "Account removed in Jakamo" and the body text "Your account has been removed from the Jakamo by remover surname, forename."
2.3 Reactivate the removed user
Inactivated (same as removed) Jakamo user accounts can be reactivated from the user list. Inactivated user accounts are not viewed as default. To reactivate removed users, hit first the SHOW ALSO INACTIVATED USERS icon from the bottom of the user list. Inactivated users will be included in the list. An inactivated user account can be reactivated by hitting the REACTIVATE icon. After confirmation, the user account is reactivated and can be used again. The user might not remember her/his password, quick guide for the user can be found from Jakamo FAQ
Email notification to the email address of reactivated user will be sent on reactivation.
2.4 Unlock locked user account
If Password management has been activated, user accounts can be locked after certain amount of failed login attempts. USers with Company_admin role can unlock these user accounts from the COMAPNY USERS list in bottom part of My Company page.
If an user account is locked, orange UNLOCK -icon is visible on the right end of the line for the user in question. User account will be unlocked simply by just hitting the UNLOCK-icon and confirming the action in the pop-up window opened.
Since the user has either misspelled or forgotten her/his password, tiping about changing it might be relevant. Easiest way for the user to change password is to hit the Forgot your password? link in Jakamo's log in page.
2.5 Edit Company Info
Your Company's basic contact info is managed in Edit Company Info.
Your Company's name, city, and country from the "Visiting address" column will be visible for other Jakamo users in Find companies and Create Relation functions in the Network module Make sure those are correct, for Your partners to be able to find Your Company from the Jakamo!
2.6 Edit Company Logo
Company logo is visible on different .pdf -reports exported from Jakamo as well as in the company profile for other Jakamo users to see. The logo needs to be at least 256 x 85 (width x height) pixels and of typical logo formats such as .jpg, .jpeg, or .png.
2.7 Invite statuses
Invite statuses show all sent user invites. Status can be either Pending, Accepted, Canceled, or Expired.
-Pending: Invite has been sent, but the user has not registered to Jakamo -Accepted: The user has registered to Jakamo and is thus visible in the user list -Canceled: Pending invite has been canceled by COMPANY_ADMIN -Expired: After a few weeks, the Pendig invite expires
Pending invites can be canceled by any user with a COMPANY_ADMIN role. If an invite has been sent for instance to the wrong email address, and the user has registered to Jakamo, the user account needs to be removed from the Company users list.
3. Miscellaneous
Useful things without obvious header for Company Admin users are gathered here.
3.1 File storage use
Depending on the Jakamo plan your company has, file storage maximum size can differ. It starts from 2 GB in Jakamo Basic plan, and increases to 50-80 GBs in Jakamo Enterprise plan.
Storage used can be easily checked from the Storage tab. Navigate to hamburger menu (click your own name from the top left corner on Jakamo web user interface), hit "Plans & Billing" and find blue STORAGE icon from the top of the page.
Storage view shows the usage of storage space in percent and in MB. Note that 1 GB = 1024 MB.
4. Business units
Business units (BUs) are intended to separate different units of the company inside Jakamo, but to ensure the company can have only one company account in Jakamo instead of multiple separate company accounts.
A company can have multiple business units in Jakamo, and every business unit has its own users and relations. To activate Business Units, you need to request the activation from Jakamo staff: send an email to Jakamo support (support@thejakamo.com) and we will help you.
4.1 Users assigned to the business unit
One user can be assigned to one or multiple business units. User can see only the content of the business units he/she is assigned to. If the user does not belong to a certain business unit, this user can not see any content added to that BU or shared by this BU.
4.2 Relations assigned to the business unit
Relations established with other companies in Jakamo should be assigned to one or multiple business units. If the relation with other Jakamo company is created only to one business unit at first, this same relation can be used with other business units later on. In other words, once the relation is established between Jakamo companies, this existing relation should be used if the company is assigned to other business units too.
4.3 Business unit settings
The company admin user can manage the company’s business units in Jakamo on the My Company page. The Business unit tab can be found at the top of the My Company page.
The business unit page consists of the list of the current business units created for the company, and by selecting each business unit it is possible to see the users and relations assigned to that business unit. New business unit can be easily created by selecting + NEW under the Current business units.
Typically, the new partner is assigned to the business unit(s) when creating the relationship with them. If needed, relations assigned to the business unit can be managed here on the setting page behind the EDIT button.
When inviting new users to the company account, it can be determined to which units the new user will be assigned automatically. If old users need to be added to a business unit, it can be easily done by editing the business unit and adding a new user behind + NEW. Users can be removed from the BU by selecting REMOVE.
4.4 Summary of company's business unit network
A summary of assigned companies for each business unit and a list of unassigned companies can be found on the Business units network tab on the Jakamo Network page. Under each business unit is a list of partners (customers or suppliers) that are assigned to that BU, and it is possible to visit the partners’ company pages by clicking the company name. There's also section Unassigned related companies, that tells which companies in your network are not assigned to any Business Unit.
Didn't you find what you were looking for? Send an email to Jakamo support (support@thejakamo.com) and we will help you.