User Types and Permissions
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
This article explains the different user types in MaintainX, and outlines each user type’s permissions in the MaintainX app.
User Types
A MaintainX organization can have the following types of user. For details about what different types of user can and can’t do, see User Permissions Quick Reference.
- Requester: Requester accounts are designed for users to let the organization know about work that needs to be done.
- Requester users can create work requests, and view and comment on requests they create.
- Requester accounts are free. Your Administrators can create as many as your organization needs.
- Full User: Full User accounts are for maintenance teams, and other people in your organization who do and manage work.
- Full users can create and manage work orders, and other entities such as assets and locations.
- A Full User account requires a paid license. For details, see the MaintainX pricing page.
- Administrator: Administrator accounts are for the people who manage and administer your organization.
- The user who creates the organization is an administrator by default.
- Administrators have all of the privileges of Full Users, plus access to features such as reporting, team- and user management, data export, and organization settings.
- An Administrator account requires a paid license. For details, see the MaintainX pricing page.
When you buy a paid license of MaintainX, it can be configured as a Full User account or an Administrator account. While the two accounts have different permissions, the per-license cost is the same.
User Permissions Quick Reference
The following table lists default user permissions for some frequently used features in MaintainX.
As an Administrator, you can request additional customized permissions for users in your organization based on your organization's needs. Contact your MaintainX representative for assistance.
- Work Requests
- Work Orders
- Procedures
- Assets
- Locations
- Teams and Users
- Messaging
- Reporting
- Hourly Rates
- Subscriptions
| Requester | Full User | Administrator | Notes | ||
|---|---|---|---|---|---|
| Create | ✓ | ||||
| View | ✓* | ✓ | *Requesters can only view work requests that they create. | ||
| Edit | ✓* | *Requesters can only edit work requests that they create. | |||
| Approve | ✓ | ||||
| Delete | ✓ | ||||
| Create | ✓ | ✓ | |||
| Assign | ✓ | ✓ | |||
| View | ✓ | ✓ | |||
| Edit | ✓ | ✓ | |||
| Complete | ✓ | ✓ | |||
| Delete | ✓* | ✓ | *Full Users can only delete work orders that they create. | ||
| Create | ✓ | ✓ | |||
| Create with AI | ✓ | ✓ | |||
| Edit | ✓ | ✓ | |||
| Share to the Procedure Hub | ✓ | ||||
| Delete | ✓* | ✓ | *Full Users can only delete procedures that they create. | ||
| Create | ✓ | ✓ | |||
| View | ✓ | ✓ | |||
| Edit | ✓ | ✓ | |||
| Delete | ✓* | ✓ | *Full Users can only delete assets that they create. | ||
| Create | ✓ | ✓ | |||
| View | ✓ | ✓ | |||
| Edit | ✓ | ✓ | |||
| Delete | ✓* | ✓ | *Full Users can only delete locations that they create. | ||
| Create | ✓* | ✓ | Full users can invite new Requesters and Full Users. They cannot invite new Administrators. Administrators can invite new users of any type. | ||
| View | ✓ | ✓ | ✓ | ||
| Edit | ✓* | Administrators can change the user type for other users. E.g., promote a Requester user to a Full User. | |||
| Direct Messages | ✓ | ✓ | ✓ | ||
| Comments | ✓* | ✓ | ✓ | *Requester users can comment on requests that they create. | |
| View Reports | ✓ | ||||
| Create Custom Dashboards | ✓ | ||||
| Set | ✓ | ||||
| Change Visibility | ✓ | ||||
| View | ✓ | ||||
| Change | ✓ |