Setting Up a User : User Management & Passwords

Modified on Mon, Sep 16 at 11:31 AM

The user management page is where you can view and edit all of the users' names, contact information, security profiles, and more.

In SOMAX there are three types of Users that can Access the SOMAX System:

Admin Users, these are users that have been granted Administrative Configuration of the SOMAX System. These users are counted against your Site's License Count
Full Users, these are non admin users who can access SOMAX based on their security profile. These users are counted against your Site's License Count.
Request Users, these users are Request only users and do not count against your Site's License Count. They are counted and displayed separately on the Configuration Dashboard

There is an Additional User Type known as a Reference User. This type of User cannot access the SOMAX System but can be Referenced on a Work Order or Sanitation Job.

This article describes how to create a new user and how to navigate the different user menus.

Adding a New User

From the left sidebar select Configuration. This should direct you to the configuration dashboard.
From the left sidebar select User Management. Here you should be able to view all existing users within the system.
At the top right select Add New User. You should be directed to the new user form fields.
Select the user's access (or security profile), ID (user name), real name, and site. Custom Security Profiles are available only for our Enterprise Customers. For more help with adding security profiles see Setting Up Custom Security Profiles.
Select Save & Add Another or simply Save. You should now be directed to the user menus.

User Overview

The default menu is the user overview page. Here you should be able to view and edit user, contact, and Single Sign On Information. To edit, scroll down and select Edit. Descriptions of the fields can be found in the chart below.

Field	Description
User Access	Their security profile. You may change this by selecting Action from the overview page and selecting Change User Access.
Site	The site at which they work.
User Name	User ID. You may change this by selecting Action from the overview page and selecting Change User Name.
First, Middle, Last Name	User Name
Employee ID	Employee ID
Craft	Their position in your organization. See Adding Crafts for more help.
Shift	Shift they work.
Email	Email address for the user.
Buyer	Designates the users that will appear in the Buyer dropdown list on Purchase Orders
Contact Information	Phone & Home Address.
Single Sign On Settings	SSO allows the user to sign into the system with another email or ID, such as their google or microsoft account. Here you would enter the outside ID you would want to be able to sign into the system with. For more help with what SSO may look like, see Logging In.

Notes, Attachments, Contacts, and Sites

You can use the left menu to access and add a user's notes, attachments, contacts, and sites.

Password Help

To send a user the link to reset their password, select Action at the top right and select Send User Link to Reset Password.

To manually reset their password, select Action at the top right and select Manual Password Reset.