From the maintenance dashboard, click “Users” on the purple side menu. 

Click the purple “+ New User” button and enter the new user’s email and name. 

Choose their permission:

• Admin: has access to everything.
• Manager: has access to everything except for editing users. 
• Team Member: does not have access to users, reporting, or customizations.
• Log Only: their only capabilities is logging tasks – good for people not a part of the maintenance staff but could still need to send maintenance requests.

Select what venues they have access to, the teams they belong to (if any), and choose if they should receive email updates, and the ability to delete tasks. 

When complete – click “Send Invitation” and they will receive an email to set their account up. 

This feature allows you to group your users in their specific ‘teams’ for ease of assigning tasks and task management. For example, you may create a “Plumbing” team and assign all plumbing-related tasks to this team.

To create a team, navigate to “Teams” on the purple side bar. Type in a new team name and click ‘Add’. 

To delete a team, click the ‘x’ next to the team name and confirm.

To add users to teams, navigate to ‘Users’ on the purple sidebar. Find the user you’d like to add, and find the ‘Team’ column, click the drop down and select your desired teams. This will save them to those teams automatically.

Now, your teams are ready to use! 

Locations can be used when logging tasks to notify the team where the issue is. 

To add new locations, click ‘Locations’ on the purple side menu.

Click the ‘+ New Location’ button and enter the location name. This could be a room number, address, etc. Then, click ‘Create’.

To edit a location, click on it. You can update the name, delete the location, or merge it with another if there is a duplicate. 

Custom fields can be used to gather additional information your team needs to complete tasks or to track information about what the task required to be filled out as the task is closed (time, resources, etc).

Your custom fields will be organized into sections and you can create multiple fields within a section.

For example, you can make the section “Resources Used” and create a field for tools, a field for materials, and a field for time spend on the task. 

Navigate to ‘Custom Fields’ on the purple side menu. Click the ‘+ New Custom Section’ button and add a title. Add an order – for example if you want it at the top, put 1. Click ‘Create’.

You can then enter your fields. Enter the name and select whether you’d like it to be a text field, drop down, or date select, then enter order for the section. 

If you choose drop down – type your desired drop down and press ‘enter’ to add another until you have all the options you need. 

Add as many ‘Fields’ as you need, then click ‘Create’ to complete your custom section.