How can I invite users and assign them roles?

How can I invite users and assign them roles?

In Valuekeep CMMS, users can have distinct accesses and responsibilities according to their role and profile. It is necessary that the Administrator/Subscription Manager invites all necessary users and assigns them the appropriate role. 
Now, there are seven profiles available: Administrator, Technician, Requester, Integrator, Requests Manager, Work Manager and Read only. Furthermore, a user can have more than one role at the same time, that is, he can be a Requester and a Technician. To do so, the user's role must be changed in the personal area, by clicking on the field indicated as such. 



Invite users

To add users to Valuekeep CMMS you must: 
  1. Access your personal area, through the icon in the top right corner; 
  2. Select Users, which will open a new page; 
  3. Fill in the fields with the user's data; 
  4. Select the profile you wish to associate with this user; 
  5. Click on Invite User;
  6. The user will receive an email with all the access data for the product. 

Remove user invitations

To remove user invitations to Valuekeep CMMS you must:
  1. Access the personal area, using the icon on the upper right corner; 
  2. Select Users, that will open a new page; 
  3. Select the button Remove associated to the user you wish to remove:
    1. All employees assigned to this user will be removed;
    2. All access levels and workshops from this user will be removed;

Assigning a role 

  1. Go to the menu and go to Settings > System > Users 
  2. Select the desired user and press View in the bottom right corner;
  3. Once the user file is open, click on Edit;
  4. Select the desired functions on the list;
  5. Click Save.



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