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Users

To add a User, click on the + icon. You will be asked a series of questions, listed as steps, in order to determine the role and level of access for the user with regard to the account and its cleaning programs.


Alternatively, you can click on the name of an existing user to view their information. “Edit User” will take you to the same form for creating a new user.

Step 1: Basic Information

A User’s physical address is not required, but an email address and password is; passwords must be at least 8 characters long. When creating a login for another person, you can either communicate the password to that user, or have them use the “forget password” function (which may be more secure).


Step 2: Set the User’s Primary role

There are five (5) types of users in the PDM Application:

User Description
Admin An admin can:
  • Create new sites under assigned accounts
  • Edit the condition list of assigned accounts
  • Manage all users associated with assigned accounts with a role that’s lower than admin

  • Edit all details of assigned sites (including all structures inside those sites)
  • Manage inspection periods and inspections / view inspection reports of assigned sites
  • Conduct inspections for assigned buildings
Inspector Admin An inspector admin can:
  • Manage the building assignments of inspectors under assigned accounts
  • Manage all inspector users associated with assigned accounts

  • Manage inspection periods and inspections of assigned sites
  • Conduct inspections and view inspection reports for assigned buildings
Inspector An inspector can:
  • Edit assigned buildings (and the floors and rooms inside them)
  • Conduct inspections and view inspection reports for assigned buildings
  • Mark an inspection period as finalized and send notifications for reports
Client A client can:
  • View inspection reports for assigned buildings
Vendor A vendor can:
  • View inspection reports for assigned buildings

Note that a user’s primary role must be set to the highest required level throughout the entire application. For example, if a user needs to be an Inspector Admin for one site but only a basic Inspector for another, that user must be designated as an Inspector Admin for their primary role, then restricted to the Inspector level for the other site. (The app will correct the settings in Steps 2 through 4 if inconsistencies exist.)


Step 3: Account Assignment

You can assign a user to any of the accounts you have access to; the user may also be restricted to a lesser role for a specific account if needed. Note that the settings for the primary account cannot be changed; the selected role from Step 2 will be used for that acocunt.


Step 4: Site Assignment

Site assignment is done in a manner similar to that of account assignment.

This section is also where the access level for the site’s Performance Management Reports can be set. The user will be allowed to view the report type selected here, plus any other report type within the same recipient group (internal, client, or service provider) that is at a lower level in the following hierarchy:

  • Senior Management Report
  • Facility-level (Facility Management / General Management) report
  • Area-level (Area Management / Area Supervisor) report

Step 5: Building Assignment

This is where you can assign a user to the buildings of a site. If a user is not assigned to a building, they will not see it on the inspection app on the tablet or recieve daily reports for those buildings unless the user also has Admin access for the site.