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. You can find instructions for hiding users here.: Hide company users from your network
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 Companyβ
My Company landing page presents Company Info, Certificates, Awards, and Company Users, which are available on the top part of My Company page.
Guides for each functionality are presented later, shortcuts are on the right-hand side column.
1.1 Company Infoβ
Company Info shows the basic and contact information for Your company. These can be edited via Edit Company Info
1.2 Certificatesβ
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 Awardsβ
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 usersβ
Jakamo users in Your Company are listed at the bottom of the My Company page. The list includes active users as a 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.
User rolesβ
Jakamo users can have two different roles:
- COMPANY ADMIN
- MEMBER
Both roles can view the same content in Jakamo and have access to all Jakamo applications. Both, company admin and member user, can interact with business partners in Jakamo without needing additional rights or permissions for successful daily use. The company admin can manage company account-related activities, such as Settings, and Integration settings. Both roles can manage their personal settings, including My Profile and Notifications.
Company admins can manage other user's roles within the company. Member role is suitable for most users. Company admin role does not have any limitations; all credentials in Jakamo are included.
Itβs advisable to keep the number of company admin accounts limited but sufficient for company's needs.
Our recommendation is to have 2-5 users with company admin roles per company, site, division, or other unit in use. 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.
Company admins can (restricted from Members):β
My Company:
- Update company information on the My Company page
- Add new users to the company account (if SSO is not in use)
- View your user invite statuses
- Manage company users (inactivate or activate them, change user roles)
Network:
- Create relations with other companies in Jakamo
- Send relation requests, accept or decline relationship requests, and disconnect relationships with other companies
- Send company invitation to invite new company to Jakamo network
Integrations:
- See the Integrations tab and manage your company's integration's settings
- See all active integrations your company has
- Create and remove user mapping and company mappings
- Manage integration authentication (OAuth2.0 or basic auth)
Company settings:
- Can manage your Jakamo company account related settings in the Settings
Master Data:
- Company admin can add new company to master data, manage master data template, and edit supplier's master data profile information.
2. Functionalitiesβ
The functionalities on the My Company page include managing user accounts and company information. Find instructions on how to:
- Add new users to company account
- Inactive users from company account
- Reactivate removed users
- Unlock locked users
- Manage your user invites on Invite statuses page
- Edit your company's information
- Edit your company's logo
These functionalities are available for modifications only for company admin users.
2.1 Add userβ
More information can be found here: Federated Identities. If you are interested in establishing SSO, please contact Jakamo Support (support@thejakamo.com).
The method for inviting new users to Jakamo differs based on the login method used (SSO vs. Basic login)
- If you are using SSO, follow the instructions in section 2.1.1 How to Add Users When SSO is Used
- If you are not using SSO, follow the instructions described in section 2.1.2 How to Add Users in the Jakamo User Interface
2.1.1 How to Add Users When SSO is Usedβ
Access to Jakamo is controlled through your organization's Active Directory (AD). Permissions can be granted or restricted by managing the AD groups and their members. In other words, new users cannot be invited to Jakamo directly through the user interface β access is managed entirely via your organization's AD settings. More information about SSO login and user management can be found here: Key concepts in Federal Identities.
2.1.2 How to Add Users in the Jakamo User Interfaceβ
The Add User feature allows you to invite new users to Jakamo within your company. This ensures that each new user receives and accepts the privacy policy and terms & conditions.
Only add your colleagues to your Jakamo account! Do not add your suppliers, customers, or any other external individuals to your company account. Everyone who has access to your company account can see everything that has been shared with you on the Jakamo platform.
Steps to invite a new user:
- Navigate to Add user page directly from the settings menu or via My Company page.
- Email Address: Enter the email address of the person you want to invite.
- Select Role: Choose the appropriate role for the new user.
- Optional Message: You can include a personal message in the invitation email.
You can invite 1 to 3 new users at a time. If you need to add more users, simply click the Add User
icon again and repeat the process.
Invited colleague will receive intivation email from Jakamo to create their own user profile. Without an optional message, new Jakamo user receives the invitation email like this:
When clicking the GET STARTED
button in the invitation email, a new window will open. Here, new Jakamo users can enter their basic information, including:
- Name
- Phone number
- Department
- Personal password
After reviewing and accepting the privacy policy and terms & conditions, save all the details by clicking the SAVE PROFILE
button.
Once registration is complete, new users can log in to Jakamo using their email address (as username) and personal password.
Learn how to add a user with the help of a short tutorial video:
2.2 Inactivate (remove) userβ
If you're a company admin in Jakamo, you have the ability to inactivate user accounts from your company's account. This is useful when an employee leaves the company for any reason.
To inactivate a user:
- Navigate to the
COMPANY USERS
in the My Company page. - Look for the active user you want to inactivate. You'll see a
REMOVE
icon next to their name. - Click on the
REMOVE
icon and Confirm user removal window will appear. - Confirm the user removal in the pop-up window.
The user's account will then be inactivated, and they will no longer be able to log in to Jakamo by using their email address as an username.
When a user is removed from Jakamo, an email notification is automatically sent to their registered email address. The email will have the following details:
- Subject: "Account removed in Jakamo"
- Message: "Your account has been removed from Jakamo by [Remover's First Name], [Remover's Last Name]."
2.3 Reactivate the removed userβ
If a Jakamo user account has been inactivated (same as removed), you can easily reactivate it from the user list. By default, inactivated accounts are hidden.
To view inactivated users and to reactivate them:
- Click the
SHOW ALSO INACTIVATED USERS
icon at the bottom of the user list. This will display all inactivated users. - Find the user you want to reactivate and click the
REACTIVATE
icon. - Confirm the reactivation. The user account will then be active and are able to log in to Jakamo.
If the user has forgotten their password, they can find a quick guide on how to reset password from the Jakamo FAQ.
When a user account is reactivated, the user will receive information about that via email notification at their registered email address:
2.4 Unlock locked user accountβ
If password management is activated, user accounts can be locked after several failed login attempts. Users with a company admin role can unlock these accounts from the COMPANY USERS
list at the bottom of the My Company page.
If an user account is locked, orange UNLOCK
icon is visible on the right-hand side 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.
Steps to unlock a user account:
- Look for the orange
UNLOCK
icon on the right-hand side of the line for the locked user. - Click the
UNLOCK
icon. - Confirm the action in the pop-up window.
Once the user account is unlocked, it may be a good idea to reset the password. Follow the reset password instructions to do this.
Since the user has either misspelled or forgotten their password, suggesting a change might be relevant. The easiest way for the user to change their password is to click the Forgot your password? link on Jakamo's login page.
2.5 Edit Company Infoβ
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 to other Jakamo users in the "Find companies" and "Create Relation" functions in the Network module. Make sure this information is correct so your partners can easily find your company on Jakamo!
2.6 Edit Company Logoβ
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 statusesβ
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
- Cancelled: Pending invite has been canceled by company admin
- Expired: After a few weeks, the pending 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. Miscellaneousβ
Useful things without obvious header for Company Admin users are gathered here.
3.1 File storage useβ
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 unitsβ
Business units (BUs) in Jakamo are designed to separate different units within a company, ensuring that the company maintains a single account instead of multiple separate accounts. A company can have multiple business units, each with its own users and relationships.
To activate business units, please contact Jakamo support for assistance by sending an email to Jakamo support (support@thejakamo.com) and we will help you.
4.1 Business unit settingsβ
The company admin can manage business units in Jakamo from the My Company page. The Business Unit settings page is located at the top of this 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.
4.1.1 How to create a business unitβ
New business unit can be easily created by selecting + CREATE
on the top right corner of the business unit list view.
4.1.2 How to delete a business unitβ
A business unit can be deleted only if it has no attached data. For example, it cannot be deleted if an order has been sent or received. To delete a business unit, open the desired unit and select Delete
from the top-right corner.
For example, I have created two business units for our site in France, and I want to delete one of them. Since there is no existing data related to either of these business units, I can proceed with the deletion as follows:
1. Open the desired business unit
2. Select Delete
from top right corner
3. Select Delete
4.2 Users assigned to the business unitβ
A user can be assigned to one or multiple business units. Users can only see the content of the business units they are assigned to. If a user is not part of a specific business unit, they cannot accees to any content added to or shared by that unit.
When inviting new user to your company account, you can automatically assign them to existing business units while sending an user registration invite. To add existing users to a new business unit, simply select the business unit and add the user by selecting their checkbox in the Users list. Users can be removed from the BU by deselecting their checkbox.
4.3 Relations assigned to the business unitβ
Relations established with other companies in Jakamo should be assigned to one or multiple business units. If a relation is initially created for only one business unit, it can later be extended to other business units. In other words, once a relation is established between Jakamo companies, it can be utilized by any business unit within your company.
Typically, new partners are assigned to business units when the relationship is created.
Existing relations can be managed at any time on the business unit settings page by selecting or deselecting relationships in the appropriate business unit's Relationships list.
A summary of assigned partner companies for each business unit can be found on the Network page. Under the appropriate header (customers or suppliers) can be found partner with possible information of business units this relation is assigned to behind blue +
, and it is possible to visit the partnerβs company page by clicking the company name.
4.4 Disconnect a partner from a business unitβ
To disconnect a relationship from a business unit to a partner company, remove the partner company from the business unitβs assigned relationships list.
Step-by-step instructions:
- Navigate to business unit's setting page and its Relationships tab.
- Find the company you want to disconnect (utilize Search to find correct company).
- Click the checkbox to unselect the relation.
- Optionally, provide a reason for disconnecting and click
Disconnect
.
Note: This action does not fully disconnect the relationship with the partner company β it only removes the connection from that specific business unit.
If the partner is disconnected from all of your business units, this partner will appear under Disconnected Relationships in your company's Network list.
Thanks to business units, you can easily reconnect with a previously disconnected partner at any time. Simply assign the partner to one or more business units, and the relationship will be re-established.
Didn't you find what you were looking for? Send an email to Jakamo support (support@thejakamo.com) and we will help you.