How to create a user

Before you start

Before creating a user, make sure you know:

• The user’s email address

• Their role in the organization (e.g. mechanic, planner, admin)

• What level of access they should have

This ensures users get the correct permissions from the start.

Create a new user

Follow these steps to create a user:

1. Go to Administration → Users
2. Click “New User”
3. Enter the user’s email and details
4. Assign one or more roles
5. Save or send the invitation

Assigning roles

Roles define what the user can do in the system.

Examples include:

• Admin – Full access

• Maintenance planner – Plan and manage maintenance

• Mechanic – Execute work orders

• Production controller – Oversee execution

Assign roles based on the user’s responsibilities.

What happens after creating a user

Once a user is created:

• They receive access to the system

• They can log in and start working (depending on setup)

• Their permissions are controlled by assigned roles

Managing users

From the Users page, you can:

• View all users

• Edit user details

• Update roles

• Impersonate users (if authorized)

• Manage invitations and former members