Create users and assign them roles

Each person who uses Maintenix must have a Maintenix user account. Users must be assigned at least one role so they can see to-do list tabs and perform actions that match their responsibilities.

When you first create a user account, the password for that account is a default password configured in your system. If you do not know the default password, ask your Maintenix administrator.

A user can have multiple roles. The order of the roles determines the order of the menu items that appear on the user's to-do list. You can change the order of the roles for a user from the User Details page.

When you create users, you can add attachments, such as employment contracts.

  1. Click the Maintenix menu down arrow, then click Administrator > User Search.
  2. On the User Search page, click Create User.
  3. On the Create User page, provide the information requested, paying particular attention to the following fields, and click OK:
    • Username: The name the user enters to log on to the system. The user name must be unique in the system.
    • HR Code: This is a mandatory value that must be unique for every user.
  4. On the User Details page, Roles tab, click Assign Role.
  5. On the Role Search page, do any of the following:
    • Click Search to see a list of all roles in the system.
    • Enter the code in the Role Code field and click Search.
    • Enter the complete or partial name of the role in the name field and click Search.
  6. On the Roles Found tab, select the roles you want to assign to the user, and click Assign Role.
    If a user is assigned multiple roles, you can reorder the roles by clicking Edit Role Order. The role order determines the order of the menu items on the user's to-do list. The first role to-do list appears when the user first logs in.
Give the new user the URL to access Maintenix, the user name to use to log on, and the default password. Also, ask the users to change their password as soon as they log on to the system. Instructions are provided in the help.