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Managing Users in FMX

Watch our video to learn how to add users to your site:

 

Adding Users/Contacts to Your FMX Site 

An administrator or user type with "create user" access can invite users to your FMX site. To add a new user: 

  1. Click Users and Contacts on the left side of your page:

  2. Click "Add Record" in the top right corner. When adding a User, click "User", and when adding a Contact, click "Contact":

  3. And lastly, fill out all of the required information, as well as any other information you would like. As you can see, there are a few options when it comes to creating a password here. Choose which option works best for each individual! 

 4. Click "Save"!

 

Resend Account Confirmation Email

When an administrator adds a user to FMX, the user has 14 days to verify their account and log in to FMX. To resend the account confirmation email: 

  1. Click on Users in the left sidebar, then search for the user. 
  2. Click on the Envelope icon next to the user on the right side.
  3. Scroll to the bottom of the page and click Resend confirmation email.

 

 

Administrator User Settings  

An administrator can edit a user's contact information, user type, building access and email preferences. To edit a user's settings:

  1. Click on Users in the left sidebar, then search for the user. 
  2. Click on the Administrator icon next to the user on the right side.
  3. Use this section to edit the user's name, email address, user type, building access, time zone, phone number, ability to drive and email preferences.
  4. Scroll to the bottom and click Save to update the user's settings. 

 

 

Allow Users to Create Their Own Accounts 

Click here to learn how to turn on account registration for your organization. 

  1. Have users (Staff, Requesters, Tenants, etc.) navigate to yourcompany.gofmx.com/register OR from your organization's log in page (yourcompany.gofmx.com/login) click the Need account? button.
  2. Users will enter their First name, Last name, Email, Re-enter Email, Password and Re-enter a Password.
  3. Scroll to the bottom and click Continue to register for an account.
  4. A confirmation email will be sent to confirm your account. Click the confirmation link in the email to complete your account registration. 

 

 

Note: If you have numerous users, it would be more efficient to have us import your users for you! Contact support@gofmx.com to learn more or click here to download our import template. 

 

 

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If you can’t find the answer you are looking for, contact support@gofmx.com.


Questions about FMX? We’re here to help!

We are a dedicated team of individuals who are passionate about helping people have better lives.
We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

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