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Add a user directly

Use Add User when someone needs access right away or can’t receive an invitation email. You create the login yourself, and the person can log in as soon as you’re done. There’s no invitation and no approval step.

Who can do this: Admin

  1. Select Users in the sidebar.

  2. Select Add User.

  3. Enter the person’s Full Name and Email.

  4. Enter a Username of at least 3 characters, using letters, numbers, periods, underscores or hyphens.

  5. Optionally, enter a 10-digit Phone Number.

  6. Choose a Role. See Roles and permissions if you’re not sure.

  7. Enter a Password of at least 8 characters that includes a number, then type it again in Confirm Password. Confirm Password unlocks once you’ve typed a password.

  8. Select Create User.

The dialog closes and the person appears in your list. They’re added to your company automatically.

If the dialog stays open and no message appears, check that the username is long enough and that the two passwords match. If the browser says the passwords must match when they do, choose one without symbols such as $, +, * or (.

After you add someone

Section titled “After you add someone”

  1. Give them their login details yourself. Flex CMMS doesn’t send them an email.

  2. Ask them to choose their own password by selecting Forgot password? on the login page.

  3. Assign them to at least one facility, using Assign Users in the facility’s menu. They can’t see any work orders until you do.

Section titled “Related”