System Admin

Account Settings

• Add or remove a brand logo
• Change company name
• Change timezone
• Add or remove columns in list view
• Account Settings FAQ
• Change account ownership

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
• Import your assets
• Import assets with multiple users/suppliers
• Import asset, child, and grandchild assets
• Updating asset data

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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

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Integrations

• Fiix API - FAQ

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?

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Localization

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

Lookup Tables

• Edit lookup tables
• Access data tables
• Lookup table library

Multi-Site Configuration

• About multi-site and single-site configurations
• Add a site
• Change the timezone for a site
• Downgrade a site
• System administration videos

Plans and Payment

• Add or remove user seats (licenses)
• Change payment information
• Upgrade or change plan
• Plans and Payment FAQ

Permission Library

• About permissions
• Default menu permissions
• Default page permissions
• Default purchasing permissions
• Default API permissions

Users and User Groups

• Set up new users
• Set up user groups
• Change a user's default login location
• Set a user's hourly rate
• Change who a user reports to
• Guest users

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Workflows

• Workflow summary and your first workflow: Send the work order summary when it is completed