Account Settings (Overview)

All administrator features can be found in the Account Settings (Form Design, Sites, Email Templates, etc)

Once on that screen, you will have the following options:

• Integrations - In this area you will have the option to provide your credentials for other integrated systems. Currently, there are two options on this screen: 1 - Provide your Fluke Connect Credentials and 2 - Sync Fluke Connect Assets with eMaint.
• Rules - Formally known as Workflows, here you will be able to configure your system to react to certain events. You define “rules” where, if certain criteria are met, certain actions take place.
• Entities - This is the central table in the system, where display options and configurations are stored. This section is fundamental to the workings of the entire system. In this area, you will see all the system tables and will be able to access settings for your existing fields as well as create new fields. Entities are also where you can translate fields names and select which fields will display on the list view by default.
• Forms - This is X5’s form design tool, where you can configure the primary system forms (Work Requests, Work Orders, Assets, Parts, Contacts, etc) to suit your company needs and requirements. In this area you will be able to: Organize your fields into groups, make fields required, define default values, define which fields display on the header, define Related tables, select reports to display at the record level, setup lookup filters, etc.
• Roles - In this area, you will be able to set up user roles (set of permissions), so they can be applied to users.
• Users - Here you can define permissions (ability to add, edit, or delete records) for each user. Permissions can range from an administrator/superuser to a limited/read-only user simply by selecting the correct options when setting up a user. In this area, you can also apply a role to a particular username. This is also where you go to define which site(s) will be available for each user, as well as their language.
• Security - In this section, you can define the Password policy for the users in your account (Min/Max password length, expiration days, if it must contain uppercase letters, numbers, and symbols)
• Cultures - Here you will find the currently supported languages in your account.
• Sites - In this area you can create sites and site groups.
• Currencies - Here you will be able to set up and update different currencies to be used in your account.
• Data Import - The data import tool allows you to use data from a spreadsheet to create multiple records in the system. You can also use this tool to make mass updates to existing records. This can save you hours of data entry time.
• Calendars - In this area, you will be able to set up different calendars for your company. These calendars can be applied to your contacts, assets, and PMs, so availability is considered before an action is performed (e.g. If you apply the second shift calendar to someone who works on the first shift, the system will display a warning message; If you apply a specific calendar to a PM Schedule, the system will skip Holidays, Off Season and Days off upon generation).
• Email Templates - Here you can create a pre-defined email to be sent out by a workflow (Rule).
• Scheduled Reports - In this area, you will be able to select reports and set them up to be automatically generated and emailed to the contacts of your choosing.
• References - Here you can manage your lookup lists.