1. Navigate to https://app.getflowpath.com/settings/users

2. From your Action Menu click "Global Settings"

3. Navigate to your "Users" Tab.

4. Click "Add User" if you are setting up a new user.

5. Or select a active user for whom you wish to update permission settings.

6. In the user profile you will find a section titled "Permissions", you will find a total of 5 user permission types to choose from. If you are setting other users up you will likely be set up as a Operations or Admin user.

7. Admin and Operations users will have the ability to access all available modules, make changes to other users permission settings, set up categories, bulk upload, and all the other set up features you find within the Global Settings.

The main difference between the two settings is "Operations" users will be the default assignee for new work orders if no other auto assignments are set up through location assignments or category assignments.

More than one user in your organization can be set up as a Operations and Admin User.

Tip: Tip! Remember the key difference between Admin and Operations is the default auto assign if no others rules are set up.

To learn more about Category Assignments check out :Work Order Category- Assignment & Watchers

8. Next is the "Collaborator" permission setting.

This is our most popular permission settings for technicians and support staff. This setting allows you to create a very customized user permission set up. Once selected you will be promoted to review 12 areas of access and settings.

9. 1.) Provides the user access with the settings found in Global Settings to make changes to users, locations, and intergrations.

2.)-6.) Provides access to the modules listed. ex. By checking 3.) the user can access the Inventory module.

7.) By checking this box the user will become the default assignee for a specified location and its sub locations if enabled.

8.)- 8-A.) These are for our organizations that are using out Events module.

Reach out to our team to learn more about this module if you don't already have access.

10. "All Location Information access for above pages"

This enables the user to select from all Sites and Locations in the system.

"Show account filters"

This gives the user the ability to access either specific Sites or all Sites.

"User only: will only see work orders assigned to them or created by them"

By enabling this feature the user you are setting up can only see work orders they have either created or has been assigned to them. This is a very popular selecting since it clears the clutter off their dashboard allowing the technicians to only focus on their own work orders without having to use any filters.

Tip: Tip! When it comes to the collaborator settings its always encouraged to try various settings to find out what works best for your organization.

Its important to remember this is designed to meet your needs and these settings can change as responsibilities and headcount changes.

If you are unsure reach out with any questions or concerns!

11. Click "3) Inventory module: view inventory, procurement, and adjustment pages"

12. When assigning the "Location" permission setting, the user can only see the work order dashboard and work orders related to the Sites and Locations you specify.

**As a good rule of thumb its best to select "All locations" for the chosen site (s)

"User Only" As described it allows the user to only view work orders that have been created by them or assigned to them.

The user cannot access any other modules if they are set up as a Location or User Only user.

13. You will see references to these permission settings in many help center articles and they are referenced in the Work Order Settings and Notifications in the Work Orders Tab. Take some time to become familiar with them and their functions.

14. Always make sure your updates are saved. If you see the Update button indicate "saved" you can be sure your most recent selections have been saved.