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Help Centre

User Admin

Prerequisites:

In order to compete this action you need to log in to FPMS Pro and browse the PM Web Tools. See the "Logging In" help article and Getting Started with FPMS Pro for more details.

Notes:

  • Create New Users
  • Set Access Level of Users
  • Change Password for a User

  1. Create a new user
  2. Edit existing user

Creating a New User

Select the + button in the top right hand corner. 

  1. Enter the users id (username that they login with)
  2. Set Access Level
  3. Select Editor Access
  4. Select the member of staff if they are set up as a staff member
  5. Enter their password
  6. Confirm their password
  7. Add Note

Note: A user id does not have to be linked to a member of staff. However, if you want the user to be able to participate in conversations and use to-do items then you must link it by choosing a staff member from the "Linked To" list.

Set Access Level of User

Select the user from the list of users, from the next screen you can change the access level. Once finished select Save.

Change Password for a user

Select the user from the list of users, you can then enter the new password for the user. Once finished select Save.

 

 

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