How do I invite a user to the system?

1. Click "Create".
2. Select "Person".
3. Choose the appropriate category for the new person.

4. In Overview, enter details such as:

• Name

• Phone number

• Email address

• Title

5. Add Addresses if needed.
6. In Employment, assign:

• Employee number (optional)

• Company

• Group(s)

7. Click "Save" 

8. Click "Invite to Maintmaster".

9. You will get another question, Confirm by clicking Yes.

What happens next?

• If the user does not have a Maintmaster account:

  • They receive an email inviting them to create a Maintmaster account.

  • After creating the account, they can log in to the system they were invited to.

  
  

   

• If the user already has a Maintmaster account:

  • They receive an email informing them that they have been granted access.

  • They can log in directly to the invited system.

The user is now invited and can access the system according to their assigned groups and permissions.