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FMX Customer Success Team

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  • How to Customize User Access on your FMX site

    Learn how to add new user types to your site, or edit existing ones, to designate each user's role and permissions:Click Admin Settings on the left sidebar then select the User Types tab along the ...

  • Branding Your FMX Site

    The following branding changes will help ensure that the user's experience feels integrated with the rest of your organization. Updating your Organization Name, Time Zone & Currency Symbol Your FMX...

  • Creating a Transportation Request

    Transportation Requests are used to request trips that require vehicles and drivers to be completed.  To create a new Transportation Request, please follow the instructions below. Transportation Re...

  • Creating Planned Maintenance Tasks

    Planned maintenance tasks, also referred to as preventative maintenance tasks or PMs for short, are recurring tasks used to maintain equipment and ensure that they're working optimally. Each time t...

  • Creating a Schedule Request

    Schedule requests, commonly referred to as events, are submissions that require the use of your organization's facilities. Events can range anywhere from internal staff meetings and conferences to ...

  • Creating a Maintenance Request

    Maintenance requests, commonly called work orders, are authorizations of maintenance, repair, or operations work to be completed.  To create a new maintenance request, please follow the instruction...

  • Adding Buildings

    *Adding buildings to FMX requires administrative access.   To add buildings: 1. Select Buildings in the left sidebar: 2. Click Add building in the top right hand corner of the page: 3. Enter the ...

  • Assigning Users to Schedule Requests

    Follow the steps below to assign users to a schedule request:1. Navigate to Schedule Requests on the left-hand navigation menu.2. Find the request you would like to assign to a user and select the ...

  • Setting Up Your Purchase Order Module

    This guide for administrators explains how to configure module settings, approval workflows, and user permissions for the FMX Purchasing module.💡 Note: Before users can create, approve, or manage p...

  • July 2016 FMX Update

    We’re excited to share some big updates from July. Read on to find out more! Use Single Sign-On to Log in to FMX with Google Does your organization use Google Apps? If so, you can now allow your us...