How can I add and manage my users?

How do I add a user?

1. Go to "Organization"

2. Click on the building you want to add the user to

3. Click on "Users" in the left sidebar

4. Click "Add User" in the top right

5. Enter the user's email address, select a role, and click "Save changes"

• The invitee will receive an email from noreply@fixform.com with the subject: "(name) has invited you to join FixForm"

• Remember to check your junk items folder.

Roles & responsibilities

• Manager - Has full access to all features, including scheduling and handling issues, and changing settings.

• Service - Can only manage their own assigned tasks.

• Staff - Can schedule and complete issues but cannot modify settings.

• Billing - Allows users to view and update billing information.

• Categories - Allows users to view, create, update, and delete categories.

• Documents - Allows users to view, create, update, and delete documents.

• Messenger Flow - Allows users to view and update messenger flow.

• Recurring Tasks - Allows users to view, create, update, and delete recurring tasks.

• Roles - Allows users to view, create, update, and delete roles.

• Spaces & assets - Allows users to view, create, update, and delete spaces and assets.

• Tasks - Allows users to add public tasks or manage their own tasks.

• Tenant - Allows users to update tenant settings.

• Users - Allows users to view, create, update, and delete user accounts.

1. Click on Organization

2. Click on the building for which you want to change permissions

3. Click on Roles & permissions

4. Now click on the arrow of the user for which you want to change permissions

5. Highlight or unmark the permissions you want

1. Click Organization

2. Click on the building for which you want to change permissions

3. Click on Roles & permissions

4. Now click the Add Role button

5. Give a name to the new role and click Add Role

6. Now you can change permissions via the list