About this Guide
Unit4 Web is the web/online version of Unit4 ERP (formerly know as Unit4 Business World, Agresso Business World, and Agresso). This guide is intended to show JIBC users how to log in/out of the system, and some basic navigation.
Logging In
- To access Unit4 Web, open a web browser (Chrome, Edge, etc.) and navigate to: https://myaccount.jibc.ca
- Enter your JIBC email address and click “Next”:
- Enter your JIBC password (the same password used to access your JIBC computer and email) and click “Sign in”:
- If you are not using a JIBC device or are not connected to the JIBC internal network (i.e., using a JIBC device off-site and not connected to GlobalProtect VPN), you will be prompted to authenticate via DUO (for more information on DUO authentication, please refer to the JIBC Webmail Password Reset and Duo Instructions manual). Choose your preferred DUO authentication method:
- You will be prompted to choose whether to “Stay signed in?” By selecting “Yes,” this will keep you signed in for subsequent log ins on the same device and same browser. It is not recommended to choose “Yes” if you are on a public computer (e.g., internet café):
Home Screen
Once logged in, you will be redirected to your home menu screen. Content may differ depending on your access permissions:
On the homepage, you can find a list of Recently Used items on the bottom right, and under the clock icon at the top of the page:
Favourites can be found on the right panel, and under the heart icon at the top of the page:
Menu Navigation
The main menu tab will show on the homepage and cannot be closed.
By clicking on one of the “top level” menu items, the subsections will appear in the main content section. In the example below, the top level “Accounting” menu is selected, and you can see items grouped into “Accounts Payable” and “Accounts Receivable” sections:
The icon to the left of a menu item will indicate the “Activity type” of the screen:
There are multiple activity types such as data entry and view only enquiry activities. The table below lists the various types of activities and their associated icons:
The double up/down arrow icon shows that the item can be expanded/collapsed to show/hide subitems:
Tabs
Users can view multiple screens at the same time, each in its own tab:
Each tab will also have its own set of icons:
Split View
The icon that looks like an open book is the “Split View” icon. This will split the screen into 2 sections, left and right:
In the example below, the user has 3 tabs open: Your ordered reports, Copy invoice and FRB – Open and Historical Customer Invoices:
By clicking “Split View” while on the “Your ordered reports” tab, the 2 tabs to the right of it will be split to the right side of the screen:
Note that the menu tab is available on both sides.
Use the right and left arrow icons to move tabs from one side of the split view to the other:
To exit this view, simply click on the “Split View” icon again from any tab:
Mark As Favorite
The heart shaped icon is the “Mark as Favourite” icon. When you are on a tab, click the heart to add the tab to your Favourites list:
See section Home Screen for more information on Favourites.
Help
The question mark icon is the “Help” icon:
Clicking on this icon will open the corresponding help document for the screen. In the example below, when the “Help” icon is selected while using the “Copy Invoice” screen, the “SO07 Copy Invoice” help document opens:
You can navigate to other help documents by using the left navigation menu:
Logging Out
When you are done using Unit4 Web, for security purposes, ensure you log out of the system.
- Click the down arrow next to your username and click “Logout”:
- Click “Yes” to confirm logging out:
You may see the following screens:
After you have been logged out of the system, you will see this screen:
