How to Manage Users in Facilitron Works

This article is written for Order Administrators who need to create new users in their Facilitron Works account, assist users with forgotten passwords, and help users create new passwords. 

Adding a New User

Go to Manage > People > Users > and click the "+ Add New" button at the top right of the page. Enter the user's email address for their username since it is unique and will be easy to remember. Please see Adding Users to Facilitron Works for additional steps.

There are essential pieces of information to consider when adding users for the following various roles on Facilitron Works:

Adding Order Originators/Approvers

• User’s Name
• Property (Unless these users are allowed to change properties on work orders)
• Title / Phone number
• Work Address/City/State/Zip (at least list the state of the property owner)

Please see How to Configure Approval Groupings to learn how to add an Order Approver for Multiple Sites.

Adding Maintenance Technicians

• Name
• Title / Phone number
• Work Address/City/State/Zip (at least list the state of the property owner)
• Also Add as Worker
  • Select this button when creating and fill in appropriate rates. If the district/property owner does not track labor hour cost, fill in each box as $0. Please see How Do I Set Up a Maintenance Technician? or Creating a User's Worker Profile for more information.

Adding Order Processors/Administrators

• Name
• Department
  • Typically only used in very large districts. Please reach out to your Facilitron liaison for more information.
• Grouping or Region
  • Typically only used in very large districts. Please reach out to your Facilitron liaison for more information.
• Title / Phone number
• Work Address/City/State/Zip (at least list the state of the property owner)
• Also Add as Worker
  • Only use this option if this user will need to be assigned Work Orders. This is more common for the Order Processor role, or the Order Administrator role for smaller districts.
  • Select this button when creating and fill in appropriate rates. If the district/property owner does not track labor hour cost, fill in each box as $0. Please see Creating a User's Worker Profile for more information.

Walking a User Through Changing Their Own Password

All users can request a new password from the login page at maintenance.facilitron.com. Click "Trouble Logging In?" to submit your email address for a password reset email.