How to Invite Users to Your Organization in FixAhead

Once your admin account and organization setup are complete, the next step is to invite team members to join your workspace. FixAhead allows you to add users with different roles such as Managers, Technicians, and Members. Follow the steps below to invite and manage users.

User Management URL: https://app.fixahead.com/users

1. Log in to your FixAhead admin account.

2. From the left sidebar, go to Organization > Users.

3. You will see a categorized list of your existing users under tabs: Managers, Technicians, and Members.

1. Click the “Add User” button in the top right corner.

2. In the Add User form that appears, fill in the following details:

   • User Name (required)

   • Title (optional, e.g., Technician, Supervisor)

   • Phone Number (optional)

   • Email (required)

   • Role (required) – Choose from: Manager, Technician, or Member

   • Location (optional) – Assign a specific location if applicable

   • Technician Skills (only applicable if the selected role is Technician)

3. Click “Create User” to send an invite to the user via email.

The invited user will receive an onboarding email with a link to join your FixAhead organization.

• Use the search and filter options to find users by name, role, or location.

• You can edit user details or remove users using the icons under the Action column.

• Owner: Full administrative access (automatically assigned to the account creator)

• Manager: Can oversee users, assets, and work orders

• Technician: Assigned to specific assets and work orders; includes skill tagging

• Member: View-only access or limited functionality based on permissions

Support

For any questions related to user roles or permissions, please contact our support team at [email protected]. We’ll be happy to assist.