Adding Users & Contacts to Your FMX Site

Please follow the steps below to add a new user.

1. Click on the Users & Contacts module in the left-hand menu.

2. Click the Add record button in the top right-hand corner of your screen, and select either User or Contact. User is an account that has access to log in to FMX. A Contact does not have login access and is only used for record-keeping purposes (commonly a vendor.)

3. Once you have selected User or Contact, complete all the required information on the next screen, as well as any additional information you would like. There are a few options for creating a password: email password creation link, set password, and auto-generate password. Choose the option that works best for each individual user account, then click save to confirm.

Edit User Profiles

1. Start in the Users & Contacts module.

2. Select the Administer button to the right side of the row this user is listed.

mceclip4.png3. Use this section to edit the user's name, email address, user type, building access, time zone, phone number, ability to be a driver, and email preferences.

4. Scroll to the bottom and click Save to update the user's profile.

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*If you have a long list of users to add, it would be more efficient to use the bulk import feature or reach out to the FMX Support team at support@gofmx.com for assistance.

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