The Users Module from the Main Menu allows you to view, add, and edit user data only for the entity listed at the top.
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Check out our video below or keep scrolling to read the guide.
Video
Guide - View Users
Click the Users module from the menu to open the Users list view.
Like any module, use the Filters ansd Settings features to customize the list view.
Guide - Add Users
Click the Users module from the menu to open the Users list view.
Click the +User button in the top right corner to open the Invite User form.
Add all the *required fields plus any option fields of information such as:
*Email - the email address to be used as the User's login name
*Entities - facility and User Role the User has access to
Job Title - User's job title
Phone - User's phone number
Assigned to Work Orders - toggle on
if User should be issued work orders
4. Click Send Invitation in the top right corner of the form. The User is sent an email with a link to Click Maint. This link allows them to confirm the invitation, create a password, and edit their own profile details.
Guide - Edit Users
Click on the name of the User from any row to open the User Profile form.
Click the Edit button to change profile information.
Click the Elipses icon to make User Inactive. This keeps the history, but the User can no longer log in.
Hit the Save button to keep the changes. Click Discard Changes to dismiss and close the form.
