Adding a Reference User

A Reference User cannot access the SOMAX System but can be Referenced on a Work Order or Sanitation Job. This allows you to add Contractors to Work Orders or Sanitation Jobs who will actually be completing the work. The Work Order or Sanitation Job will need to be reviewed and completed by a SOMAX Full User.

Adding a New Reference User

1. From the left sidebar select Configuration. This should direct you to the configuration dashboard.
2. From the left sidebar select User Management. Here you should be able to view all existing users within the system.
3. Select any user and go to the Detail page
4. Select the Action Menu
5. Select Add Reference User
6. Complete the Add Reference User Form

Below is a quick video on how to that shows you how to add a Reference User