How can I invite users and assign them roles?

Last changed in 20/02/2025

In Valuekeep CMMS, users can have distinct accesses and responsibilities according to their role and profile. It is necessary that the Administrator/Subscription Manager invites all necessary users and assigns them the appropriate role.

Now, there are seven profiles available: Administrator, Technician, Requester, Integrator, Requests Manager, Work Manager and Read only. Furthermore, a user can have more than one role at the same time, that is, he can be a Requester and a Technician. To do so, the user's role must be changed in the personal area, by clicking on the field indicated as such.

Invite users

To add users to Valuekeep CMMS you must:

Access your personal area, through the icon in the top right corner;
Select Users, which will open the users list;
Click on Invite User;
Fill in the fields with the user's data;
Select the profiles you wish to associate with this user;
Click on Save;
The user will receive an email with the invitation to access the product;
The user can then register a new account or log in with an existing account.

Remove user invitations

To remove user invitations to Valuekeep CMMS you must:

Access the personal area, using the icon on the upper right corner;
Select Users, that will open a new page;
Select the button Remove associated to the user you wish to remove:
1. All employees assigned to this user will be removed;
2. All access levels and workshops from this user will be removed;

Assigning a role

Go to the menu and go to Settings > System > Users
Select the desired user and press View in the bottom right corner;
Once the user file is open, click on Edit;
Select the desired functions on the list;
Click Save.

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What types of user profiles exist? Operation shortcuts What can we find in the administrator's dashboard? What can we find in the technician's dashboard? What can we find in the requester's dashboard?