Before you begin
User accounts in v6 can't be deleted, but can be edited.
Version: v6 (what does this mean?)
Audience: Administrators and users with the Create Users system role permission.
In Fiix, there are multiple steps to creating a new user:
Create a new user account
To create a user account:
- Navigate to Settings > Users.
- Click Create:
- Enter the user's full name and email address:
- If the user is an administrator, check the Administrator checkbox. Admins have all permissions in the CMMS (although they need another Admin to edit their account).
-
Under the User groups tab, click Add to assign the user to user groups.
Note
Users assigned to a user group receive notifications, get assigned to work orders, and inherit the permissions of their user groups. To edit the permissions of each user group, see Change user group permissions.
This step can be done later, and does not need to be completed during user setup. Skip to step 9 to ignore assigning user groups for now.
- Under the User Groups header, add the user group(s) that the user belongs to.
- Add the regions and sites where the user performs work in. (No Site) is the default site for assets and work orders when no site has been assigned, so we recommend that users are assigned to No Site and the additional locations they work in:
- Click Save:
-
Click the System roles tab:
-
Add the user the role that they'll be performing in the CMMS.
Note
System role permissions allow the user to make changes to the CMMS, like adding users or editing user groups. If a user is going to be interacting directly with the CMMS, they should be assigned to a role. Users can only be assigned to one role. To learn more about roles, see About system roles.
- Click Save.
Activate the user
Activating a new user requires a license. Once a user is activated, they'll receive a welcome email that will direct them to log in and make a password.
- Navigate to Settings > Users.
- Click the user to activate.
- Click the Status dropdown and change the user status from Deactivated to Active:
If there are no more available licenses, you'll be prompted to add more licenses in the Account Management window. - Click Save.
- Once the user is activated, they'll receive an email to the email address in their profile that gives them instructions for creating a password and how to log in.
Add additional user details to the user's profile (optional)
To add more details to the user:
- Navigate to Settings > Users.
- Click the user to edit.
- Fill in any additional details that your organization requires:
| Field | Description | Example |
|---|---|---|
| Name (required) | The user's name. | Carolyn Winters |
| Email address (required) | The email address where the user will receive work assignments and notifications. | CarolynWinters@rockwellautomation.com |
| Personnel code | The identifier your organization has assigned to that user. | P019 |
| Job title | The user's job title. This job title does not affect the user's permissions, and is solely for informational purposes. | Lead Technician |
| Hourly rate | The user's hourly rate of pay. | 15.00 |
| Hourly rate currency | The currency the user is paid in. | CAD – Canadian dollar |
| Assign manager(s) | The manager(s) this user reports to. To learn more, see Change who a user reports to. | – |
| Primary phone number | The primary phone number you'd use when contacting this user). | 555-555-5555 |
| Secondary phone number | An alternate phone number where you can also reach this user. | 555-555-5555 |
| Address | The user's street address. | 40 Hanna street |
| Apartment or unit number | The user's apartment or suite number. | Suite 500 |
| City | The city the user lives in. | Toronto |
| State or province | The state or province the user lives in. | Ontario |
| Country | The country the user lives in. | Canada |
| Zip or postal code | The user's ZIP code or postal code. | M6K 3N7 |