Back to MaintenanceDirect Main Menu

User Role Setup

You can use the Role Setup feature to set certain customization options for your user roles.

How to Define your Role Setup

  • Click on the Account Setup tab.
  • Click on the Role Setup link.
  • Select the User Role from the drop down list and click Submit to access the options for that role.
  • Click Save when you have made selections for that user role.

Administrator

  • Check the box to notify the Comptroller when a new Administrator is added.

Supervisor I

  • Check the box to notify the Comptroller when a new Supervisor I is added.

Supervisor II

  • Check the box next to the Information & Analysis fields and Reports that you would like to make available to your Supervisor II users. These links will show under the Information & Analysis section of their homepage.
  • Click Save to see additional options.
  • Check the box to allow Supervisor II's to add labor entry and assign to users that do not directly report to them.
  • Check the box to remove Supervisor II's ability to change budget and estimate information.
  • Check the box to notify the Comptroller when a new Supervisor II is added.

Site Administrator I

  • Check the box to notify the Comptroller when a new Site Administrator I is added.
  • Check the box to hide the Requested Completion Date field on the Site Administrator I request page.
  • Check the box to hide MaintenanceDirect Emergency Information on the Site Administrator I request page.
  • Check the box to hide Incident Emergency Information on the Site Administrator I request page.

Technician

  • Important - Check the box if you would like to require your Technicians to enter their labor hours before they are able to mark the work order as complete or closed.
  • Important - Check the box set the default to "Will you perform this work?" to Yes.
  • Check the box to notify the Comptroller when a new Technician is added.

Requester

  • Check the box to notify the Comptroller when a Requester is added.

Clerk I

  • Check the box to notify the Comptroller when a new Clerk I is added.

 

Did you find this helpful? 

 

Back to Top