Create new users to access the company.

In the platform menu at the top right corner, select the "Settings" button.



In the settings, in the left column of the screen, go to the icons related to "Company" and click on the "Users" button.

The list of registered users in your company and their roles will be displayed. On the right side buttons of the list, you can edit the registration information of each user as well as disable users.



To add a new user, click on the "Add User" button and fill in the form fields with the information of the person being registered.




For each user registered with access to the CMMS tools, it is possible to define the specific role based on platform usage. Each role allows actions that can only be performed at that access level. The following roles can be defined for users:


Administrator
Planner
Executor
Requester
Viewer

To view the differences and permissions of each role, access the User Permissions Table.


Once the appropriate role for the user is selected, click on "Add" to complete the user creation process.


To guide the registered professional on their first access to the platform, share the Registration and Access article.

Updated on: 11/27/2023