To get the best experience from Facility Connect, we recommend inviting all your team members to join and help manage your facility. You can create users and add them to your facility by going to the Manage Users page and clicking the Add User button. Once you enter in their info, they will receive an email invite to join your facility.
For step-by-step instructions on how to create a user, continue reading below.
In this article:
User Access
- Anyone with the role of Admin.
- Anyone that has been granted additional access to Add/Edit Users.
Creating A New User
1. From any page, select the gear icon next to the Facility Connect logo, then select Manage Users from the Dropdown.
2. Select the Add User CTA in the top right corner
3. Enter the First Name, Last Name, and Email of the new user.
4. You can now assign a Role and any Additional Access you’d like this user to have. Each role will have different access and permissions within Facility Connect. Users are able to have multiple roles and can be given additional access to specific features and actions. Learn more about roles and permissions.
5. By default, this user will be added to your primary facility only. If you'd like this user to have access to more facilities, click the Select More dropdown and select the other facilities you'd like to add them to as a user. They will have the same role and permission for all selected facilities.
6. Select the Add button when the form is completed. You will get a success toast message and see your new user appear on the Users list with a “Pending” status.
7. If the user needs a reminder to accept their invitation, you can resent the invite at any time by clicking the Resend Invite button located on their row in the Users grid view.
8. The user will receive an email like the one below:
9. They will need to click the Activate Account button inside the email, which will take them to a page to complete their account setup.