When to use this
Use this article when you need to create a new person in CMMS 10 and invite them to access the system.
Create and invite a person
1. Click "Create".
2. Select "Person".
3. Choose the appropriate category for the new person.
4. In Overview, enter details such as:
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Name
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Phone number
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Email address
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Title
5. Add Addresses if needed.
6. In Employment, assign:
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Employee number (optional)
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Company
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Group(s)
7. Click "Save"
8. Click "Invite to Maintmaster".
9. You will get another question, Confirm by clicking Yes.
What happens next?
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If the user does not have a Maintmaster account:
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They receive an email inviting them to create a Maintmaster account.
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After creating the account, they can log in to the system they were invited to.
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If the user already has a Maintmaster account:
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They receive an email informing them that they have been granted access.
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They can log in directly to the invited system.
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The user is now invited and can access the system according to their assigned groups and permissions.