Juvaro Help Centre
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Guides for the Juvaro suite, written for the people who use it every day. Pick a product, or search across all of them.
Products
HelpdeskService desk and customer portal53 articles
Asset ManagementAssets, reservations and renewals54 articles
FlexshopEquipment requests, approvals, returns and second-hand52 articles
HCMPeople and leave49 articles
CRMCustomer master, leads, deals, quotes and orders47 articles
WorkspaceThe portal, the Launch Pad and workspace administration37 articles
Integration HubConnectors, schedules and webhooks to outside systems26 articles
Helpdesk
Pick the section that matches your job.
Getting startedWhat Helpdesk is, the roles on a desk, how to read these articles, and what changed in this release.4 articles
AdministratorsFor Application Administrators and Tenant Admins: access, mail, flows, SLA, automation, the portal and every setting.18 articles
AgentsFor technicians: the ticket list, replies, CC, notes, approvals, timers, Unmatched email and the Planner.16 articles
BillingFor billing staff: from registered time to invoice, with rates, approvals, prepaid hours and the monthly routine.8 articles
CustomersFor the people your desk supports: signing in with a code, raising requests, replying and reading guides.7 articles
Asset Management
Pick the section that matches your job.
Getting startedWhat Asset Management is, the roles, signing in, the Dashboard and what changed in the latest release.7 articles
AdministratorsFor Application Administrators: access, workspace mode, asset types, lifecycles, automation, import, the recycle bin and approvals.17 articles
Everyday workFor technicians, auditors and viewers: create, assign and move assets, reservations, disposal, maintenance, software and renewals.22 articles
IntegrationsHelpdesk cases on an asset, and how Flexshop, Helpdesk and CRM use what AMS records.2 articles
ReferenceTables to look things up in: roles, status chips, fields, error messages, defaults and the seeded asset types.6 articles
Flexshop
Pick the section that matches your job.
Getting startedWhat Flexshop is, the two apps, the roles, signing in and finding your way around.6 articles
AdministratorsFor Application Administrators in the admin console: the queue, ordering, the Storefront, budgets, approval flows, returns, the marketplace and settings.24 articles
EmployeesFor everyone in the employee portal: browse, request, follow, confirm delivery, buy second-hand and send things back.9 articles
ApproversFor line managers, Shop Supporters and Finance Approvers: how approvals reach you and how you decide.3 articles
IntegrationsWebmercs ordering, its catalogue and tracking, HR Management for line managers, and what Asset Management does and does not do yet.5 articles
ReferenceTables to look things up in: roles, status words and colours, defaults, messages, release notes and the Danish glossary.5 articles
HCM
Pick the section that matches your job.
Getting startedWhat HCM is, how to sign in and find your way, your role, and the one setup step every new workspace needs.6 articles
HR administratorsFor HR administrators: access, employees, history, leave types, accrual, holidays, approval rules and every other setting.19 articles
ManagersFor managers: the approvals inbox, deciding leave, delegating while you are away, and the team calendar.5 articles
EmployeesFor everyone: your balances, requesting and cancelling leave, your documents and the messages you may meet.6 articles
IntegrationsHow Flexshop, Helpdesk and the Tenant Portal use HCM, and what AMS does not.5 articles
ReferencePermissions, statuses and technical values, leave rules, error messages, defaults, the field glossary and release notes.8 articles
CRM
Pick the section that matches your job.
Getting startedWhat CRM is, signing in, finding your way, the Dashboard, your role and your language.6 articles
AdministratorsFor CRM Administrators: access, the Management hub, custom fields, consent, sales processes, the catalogue, commercial settings and merging duplicates.9 articles
Sales and account usersFor everyone who works with customers: accounts, contacts, consent, activities, deals, leads, quotes, orders, subscriptions and tasks.19 articles
IntegrationsCRM as the customer master for Helpdesk and AMS: shared fields, requesters, merges, archiving, erasure and where a company came from.6 articles
ReferenceRoles, status chips, fields, messages, limits and defaults, the English and Danish labels, and release notes.7 articles
Workspace
Pick the section that matches your job.
Getting startedWhat the portal is, signing in, choosing a workspace, the Launch Pad and asking for access to an app.5 articles
For every userYour profile, language, date and time, notifications, password and two-factor, your data, and reporting a problem.9 articles
Users and accessFor Tenant Admins: the Overview, inviting people, seats and roles per app, platform roles, groups and access requests.7 articles
Subscriptions, security and settingsFor Tenant Admins: subscriptions, billing, single sign-on, directory sync, mail, settings, activity, API keys and data residency.10 articles
ReferenceWho may do what, products and their roles, defaults, error messages, the label glossary and release notes.6 articles
Integration Hub
Pick the section that matches your job.
Getting startedWhat the Hub is, who may change what, finding your way around, and reading the Overview flow map.3 articles
Connecting systemsFor Workspace Administrators: the Marketplace, shared mailboxes for Helpdesk, Webmercs for Flexshop, device management and REST.9 articles
Running connectionsSchedules, the connection page, Pause and Resume, alerts, webhooks, credentials, usage and deleting.8 articles
For every userWhat a member who is not a Workspace Administrator sees in the Hub.1 article
ReferenceThe connector catalogue, statuses, defaults, error messages and release notes.5 articles
Popular articles
- Copy people on a ticket (CC)Helpdesk
- Work a ticketHelpdesk
- Register timeHelpdesk
- Reply or write an internal noteHelpdesk
- What your customer sees in a replyHelpdesk
- Mail through the Integration HubHelpdesk
- The Billing pageHelpdesk
- Signing in with a codeHelpdesk
- Create an assetAMS
- ReservationsAMS
- Dispose of or return an assetAMS
- Deleted assetsAMS
- Change the lifecycle stateAMS
- Assign and take back an assetAMS
- Renewals and alertsAMS
- Import dataAMS
- What is Flexshop?Flexshop
- Send a requestFlexshop
- Order an approved requestFlexshop
- Buy second-hand on the MarketplaceFlexshop
- Roles and permissionsFlexshop
- Set up leave approval firstHCM
- Requesting leaveHCM
- Approving or rejecting a leave requestHCM
- Adding an employeeHCM
- Approval rules and routing to managersHCM
- Understanding your balanceHCM
- What Juvaro CRM isCRM
- The account page explainedCRM
- Converting a leadCRM
- QuotesCRM
- Finding and merging duplicate companiesCRM
- Importing companies from a CSV fileCRM
- Giving app access: a seat and a roleWorkspace
- The Launch PadWorkspace
- Choosing your languageWorkspace
- Approving or denying access requestsWorkspace
- Inviting a userWorkspace
- SubscriptionsWorkspace
- Shared mailbox for Helpdesk: Microsoft 365Hub
- Connecting your vendor's Webmercs shopHub
- A connection's page: figures, Pause and ResumeHub
- What members see in the HubHub