System admin

Account settings

• About account settings
• Manage licenses
• Change payment information
• Upgrade plan
• Account settings FAQ

Audit log

• Audit log

Audit trail

• Data dictionary: User management audit trail
• View the user management audit trail
• About audit trail
• View the work order audit trail
• View the equipment audit trail
• Audit trail use cases

CMMS settings

• Add or remove a brand logo
• Change your company name
• Change time zone
• Add or remove columns in list view

Custom fields

• Add a custom field to an asset
• Add a new custom field to a work order
• Customize the work order form
• Create a custom table
• Add a custom drop-down list/table to a work order and rearrange
• Delete a custom field

E-signature setup

• About setting up e-signatures
• Configure permissions for e-signatures
• Enable e-signatures on work orders
• Enable e-signatures on scheduled maintenance

Imports and exports

• Data import overview
• Importing tips & tricks
• Bulk import assets
• Import assets with multiple users/suppliers
• Import asset, child, and grandchild assets
• Updating asset data

Integrations

• Fiix API - FAQ

Localization

• Supported languages
• About customized localizations
• Change the default language
• Create a customized localization
• Customize text in the mobile app
• Mobile app key library

Lookup tables

• Create an account
• Create a charge department
• Edit lookup tables
• Access data tables
• Lookup table library

Multi-site configuration

• Retire a site
• Compare multi-site and single-site configurations
• Add a region
• Create a new site
• Assign a user to a user group in a region or site
• Assign a user to a user group in a region or site (v6)

Notifications

• Configure work order and work request notifications
• Notification configuration examples
• Internal notifications module
• Edit notification templates
• Third-party notifications
• How do I add the guest requestors contact information to email notifications?

Permission library

• About permissions
• Asset permissions
• Scheduled maintenance permissions
• System role permissions
• User management permissions
• Work orders permissions

Security

• Export and save backup data
• View and store backup data
• Backup Data FAQ
• Enable configurable firewall for your CMMS
• About single sign-on (SSO)
• Create a firewall rule for a CMMS user

User management

• User management basics
• Users
• User groups
• Roles

Workflows

• About workflows
• Create a workflow
• Add a loop activity to a workflow
• Add a condition activity to a workflow
• Activate or deactivate a workflow
• Monitor workflow activity

• Workflow library