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 three profiles available: Administrator, Requester and Technician. 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. 

Assigning a role 

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



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