How to Invite Facility Team Users

How to Invite Facility Team Users

Usually, the Facility Team plays the most important role in a facility maintenance process. Therefore, inviting the Facility Team Users in your organization to iviva.facility is a crucial task.
Let’s explore how you can invite your Facility Team users to be a part of iviva.facility and enable them to experience the convenience of the process. This will allow them to access the iviva.facility Workspace portal and resolve issues submitted by Requesters.

  1. There are 2 main ways to kick off the process:
    1. Click the Invite Facility Team Users button on your Welcome email.
    2. Click Invite Facility Team User button under the Users section on the Data Configuration page.
  2. On the User Details window,
    1. Type in the First Name of the Staff member/Employee.
    2. Enter the Last Name and Office Phone in the respective boxes.
    3. Site: This will be filled automatically with your Site Location you provided under Account Information during sign-up.
    4. The system will automatically select ‘Staff’ as the User Type and ‘Facility Team’ as the User Group.
    5. Click Next.
  3. On the Login Details window,
    1. Login required’ checkbox will be selected by default. If the User does not need to log in to the system, you can deselect it and continue without a User ID.
    2. Type in the User ID.
    3. Type a password. Re-type the password in the given box. You can even generate a password by clicking the ‘Generate New Password’ link.
    4. If you need to allow the user to manage his/her password, select the ‘Allow user to manage password‘ checkbox and proceed. Note: If this checkbox is selected, a checkbox named ‘Notify the user to configure own password’ will be displayed under the ‘Notification Settings’ section on the ‘Other Settings’ window, which will be displayed later on the User configuration wizard.
    5. Type in the Identification Number.
    6. Click Next.
  4. On the Staff Details window,
    1. Select the Department of the Staff member. If the required Department is not configured, click Add New Department link to create it.
    2. Select the Work Location of the Staff member.
    3. Type in the other required information related to the Staff member in the given fields.
    4. Helpdesk Staff checkbox: Select this checkbox to designate the user as a helpdesk staff member, allowing them to access workspace portal. This enables them to view work requests submitted and assign them to the relevant facility coordinators.
    5. Click Next.
  5. On the Other Settings window,
    1. Select the required Display Settings to be used in the app.
    2. Under the Notification Settings section, select the required checkboxes and enter the Email address and/or Mobile number according to your requirement.
      • Notify the user to configure own password checkbox: Select this checkbox to notify the user via email to configure his/her own password. Once this checkbox is selected, Email field will be mandatory. This checkbox will be available only if the ‘Allow user to manage password’ checkbox is selected on the previous ‘Login Details’ window.
      • Receive messages by email checkbox: Select this checkbox for the user to receive messages by email. Selecting this checkbox will make the Email field mandatory.
      • Receive messages as texts checkbox: Select this checkbox for the user to receive text messages via mobile phone. Once this checkbox is selected, the field named ‘Mobile‘ will be mandatory.
  6. Click Register. Staff member will be registered.

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