Account Settings
Assets
- Create an asset hierarchy manually
- Set up buildings and facilities
- Add equipment assets
- Asset hierarchy rules
- Asset naming conventions
- Child assets
Businesses
Localization
Barcodes and QR Codes
- Configure barcode formats
- Should you use QR codes or barcodes?
- Important notice for those printing barcode & QR codes
- Print multiple asset tags at once using easy select function
- Create QR codes using a different label printer
- Print QR code asset tags
Custom Fields
Dashboards
E-Signature Setup
Imports and Exports
- Data import overview
- Importing tips & tricks
- Import your assets
- Import assets with multiple users/suppliers
- Import asset, child, and grandchild assets
- Updating asset data
Security
- Export and save backup data
- View and store backup data
- Backup Data FAQ
- Enable configurable firewall for your CMMS
- Set up single sign-on (SSO)
- Create a firewall rule for a CMMS user
Integrations
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?
Lookup Tables
Maintenance Settings
- Add a work order status
- Create a custom filter for work orders, scheduled maintenance, assets, or parts and supplies
- Add maintenance types
- Maintenance type colour change
- Charge departments & accounts
- Change work order default status
Multi-Site Configuration
Parts and Supplies
Parts Forecaster
Plans and Payment
Permission Library
Purchasing
Users and User Groups
- Set a user's hourly rate
- Change who a user reports to
- Set up new users
- Set up user groups
- Delete user groups
- Guest users
Work Request Portal
- About the work request portal
- Configure guest permissions for the work request portal
- Enable the work request portal
- Configure the list view
- Configure sign-in requirements
- Configure guest notifications