NoticeNinja User:

The user setup and configuration are simple in NoticeNinja. See all users from the system user listing. Users added here have access to your account information. Add and edit users as needed from within this screen. To get SSO setup contact support for directions any fees.

User Groups:

They are used to group users together and to assign workflow too. You can create groups and then configure automatic workflow assignments to use the groups to assign workflow and tasks to.

User Information:

Once Users have been added you can configure the user setup. Assign the user with the appropriate Security Role and then the user will have access to open NoticeNinja. When new users are added into NoticeNinja they are assigned (No Access) role. You must change the role before they can log in.

ADD A NEW USER:

1. Click the Add New User,

2. Complete all required field.

3. NoticeNinja will send the NEW user a welcome e-mail with instructions on how to log in.

EDIT AN EXISTING USER:

1. Select the users you want to update

2. Make the change the fields needed,

3. Click Save User info.

This will save your changes. Make sure all users have at least Name, Phone, and E-mail setup.

How to Add/ Edit a User Video: CLICK HERE

First Name: This is the users first name that will be used throughout NoticeNinja and on the letters sent out.

Last Name: This is the user’s last name.

Designation: This is the users professional Designation (CPA, EA, CPP, etc.)

E-Mail: This is the e-mail address that shows up on all letters created out of NoticeNinja.

Phone: This is the phone number that will show up on all letters created

Extension: The user’s extension if they have one.

Position: This is the position that shows up on all letters created out of NoticeNinja.

User Group:

Inactive Date: Use this option to remove a user from the system display.

Profile Picture Link:Used to store the users LinkedIn profile or Avitar.

User Rights:

Each role has default settings assigned to each. You can override the settings on each user as needed. Click the (i) for details about each option.

Security Role: Used to control the user’s access (rights) within NoticeNinja. (See) “NoticeNinja User Security Role Details” below.

Reset Password: Used to reset the user’s password if needed.

Edit Dropdowns: Allows the user to Add NEW options to all drop downs in NoticeNinja. Use this to allow a user to configure the drop downs while entering a notice.

Assign Workflows: This allows the user to be assigned to a workflow. Some users will be support user’s that are not assigned tasks.

Add Departments: Allows the user to Add Departments in NoticeNinja. Use this option when you get notices from departments that are not yet setup in NoticeNinja.

Manage all Tasks: This allows the user to open and complete other users task. Access to tasks not assigned to them.

Edit Completed Tasks: Used to allow the user to edit completed / closed tasks on an active workflow.

Access OCR: Used to allow the user access to the data capture module.

Access Settings: Access to the system Settings menu to configure the system options.

Delete Option: Ability to delete objects throughout the system, including but not limited to workflows, notes, attachments, logged calls/letters, Knowledgebase information, etc.

Edit Knowledgebase: Ability to Edit Knowledgebase information.

Access Co Registration: Access and edit Company Registration information

Access Activity Listing: Access the Settings menu and edit system wise configurations

OCR Reject: Ability to Reject (delete) scanned files from Data Capture screen. Could be a bad scan or blank page.

Skip Task: Controls if the user can skip workflow tasks.

Create Support Ticket: Ability to create support ticket.

Set Default Views: Ability to set default view.

Create Sub Views: Ability to create sub view of any view

View All Dashboards: Ability to see widgets of the dashboard

Available Workflows: Used to limit the user to only view specific workflows (Only see POA workflows).

Available Filing Types: Used to limit the user to view specific workflows linked to a filing type.

NoticeNinja User Security Roles Details:

NoticeNinja uses security roles to define the screen and field access levels within the system. ANTS comes with pre-formatted roles for you to use. You can edit or add new roles as needed. A role needs to be assigned to each user that is in NoticeNinja.

The users that will be managing notices should be setup as Tax Reps. Users that you want to give access to see the notice data but not change it, should be setup with the CSR role.

1. Create New Role: This option allows you to create your own Security Roles and set the default security setting on them.

2. Admin Role: Set this role on all users that need access to everything within the system. You can have multiple admin users as needed. All override are checked by default on this role.

2. Manager Role: This role was created to allow users full access to the system with the exception of User Management (Adding or Modifying Users).

3. Notice Admin: This role was created to allow some users more rights than the “User” role. You can configure the override as needed on this role.

4. User Role: This role is for users that cannot access any system settings. This should be set on users that manage workflows and does not need to configure the system.

5. Client Service: This role will allow a client service representative to log in and view all the data on the account and workflow. They do not have access to settings or to make any changes besides notes and adding attachments.

6. View Only: This role was used to allow a user to log in and view all the data on the account and workflow. They do not have access to settings or to make any changes besides notes and adding attachments.

Navigation Tips:

NoticeNinja uses a series of Modules and Screens that control the display of the data held in the system. Each Screen holds specific information (Account, Workflows & Tasks, Knowledgebase, Reports, and System Setup) pertaining to the screen title, organized in a general layout. The navigation bar on the top of the screen will tell you where you are. To go back to the previous screen, you were on click the menu item from the top of the screen.

To open any “Module” (Account, Workflows & Tasks, Knowledgebase, , Reports, and System Setup) click on the Icon/Description. Once in each Module Screen there are options you can choose from (Tabs, Line Items, Reports, and Workflows). Some links open New Screens to display the related data. There are two navigation options, either use your mouse (Point and Click) or use the keyboard (Tab, Up/Down Arrows, and Enter) keys.

Keyboard Navigation Only

Throughout NoticeNinja you can use your (Tab, Up / Down Arrow and Enter) keys to navigate throughout the system. (Tab) moves to the next Module or Field to the right. Use the Up/Down Arrow to make drop down selections. (Enter) will open or commit your selection.

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