Profile Options User Manual

Explore and manage a user's MyCivitas profile efficiently with the following user-friendly guide.

1. Profile Icon: Locate the profile icon situated on the top right corner of the MyCivitas platform. Click on the profile icon to unveil a dropdown menu with multiple options related to the profile.

Profile Options

1. User Email: Click on the User Email option to seamlessly view your profile details. By selecting this option, you will be directed to the profile page.

   

   • By default the profile details are displayed the user can click on the Organisation to view the organisation details

2. Admin: For super users with administrative privileges, the Admin option provides access to the admin panel. Click on Admin to open the admin panel and manage advanced settings.

3. Organisation: Select Organisation to gain insights into the details of the organisation the user is associated with. Clicking on this option will redirect you to the organisation page.

   

   1. Organisation Name: Click on the organisation name to view more detailed information about it, including its owner and creation date.

      

      1. Profile: By default, the organisation's Profile page will open. To navigate to the Community Map, click on the Open Community Map button. To view the owner's profile, click on the clickable owner name.

      2. Manage Access: Click on the Manage Access to go to the organisation manage access page where the owner can manage the access of associate users.

         

         1. Invite User: Click on this button to invite new members to the organisation. When the user clicks on this button the invite user form opens.

            

            • Provide the Email address of the person you want to add as a member in the input field.
            • Choose their Role from the dropdown. The available roles are CMMS Operator, CMMS Viewer, Dashboard Viewer, Manager and Operations Admin.
            • Click on the Invite button, to invite the user.

         2. User Access Details The owner can update the user's role by selecting from the dropdown and also can delete the user from the organisation by clicking on the Delete icon.

            

      3. Work Order Scheduler: Click on the Work Order Scheduler, to go to the organisation work order scheduler page. This is where the user can create, view or edit work orders.

         

         1. Create New Scheduler: Click on this button to create a new scheduler. When the user clicks on this button the Create New Scheduler form opens.

            

            • Asset Type: Choose the relevant asset type from the dropdown list.

            • Activity Summary: Provide a brief summary of the activity associated with the scheduler.

            • Activity Description: Add a detailed description of the activity. Be as descriptive as possible and include all relevant details.

            • Recurring Ticket By: Choose the recurrence pattern from the dropdown list. There are two dropdowns with different options based on the selected recurrence type.

              Weekly

              

              Monthly

              

              Yearly

              

            • Assign To (Optional): Optionally, choose a person to assign the scheduler from the dropdown list.

            Save and Close button: Two buttons are available at the bottom of the form.

            • Click Save to save the details and create the new scheduler.

            • Click Close to exit the form without saving changes.

            • Ensure all mandatory fields are filled to successfully create the scheduler.

            • Review all the entries before saving to ensure accuracy.

         2. See Schedule Templates: Click on this button, to see the schedule templates.

         3. Ticket Icon: Click on the Ticket Icon, to view the ticket.

            

         4. Active/Inactive button: This button allows users to toggle the status of a ticket between Active and Inactive.

         5. Edit button: Click on this button to edit the particular scheduler. When the user clicks on this button the edit scheduler form will open to edit the scheduler.

4. Settings: Utilise the Settings option to make adjustments to the user's profile details. Click on Settings to go to the edit profile page.

   

   1. Edit Profile: The Edit Profile page is open by default the user can update their First name and Last name. After making the necessary changes, click the Save button to save the updated profile information.

   2. Change Avatar: Select Change Avatar to go to edit avatar page. The user can update the profile picture here. Click on the Choose File button to select a new avatar file. After selecting the file, click the Save button to save the changes.

      

   3. Edit Password: Select Edit Password to go to the edit password page. Enter the new password in the Password and Confirm Password fields. Click the Save button to update the password.

      

5. Logout: Click on the Logout button to logout from the account. For detailed documentation on logout click here.