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Manage Users & Roles
Create Roles and Permissions
Roles determine which modules and features a user can access. Each role can be assigned specific permissions for either CWP 2.0 or iMaintenance.

Title and Copyright
Copyright and Terms of Use page for iMaintenance Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iMaintenance Configuration Guide is your blueprint for shaping how iMaintenance works in your organization.
Log in to Application
Navigate to the iMaintenance Configuration
Customer Tenant Onboarding with Azure IDP
This chapter provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This chapter explains how Innovapptive’s mobile applications (such as mWorkOrder, mRounds, and mTag) handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
- Add and Modify Users
  Administrators can create users manually or in bulk, assign them roles, link them to plants, and control their access period.
- Manage User Groups
  User Groups simplify access control by grouping users with similar responsibilities. This allows admins to assign permissions at the group level instead of individually.
- Create Roles and Permissions
  Roles determine which modules and features a user can access. Each role can be assigned specific permissions for either CWP 2.0 or iMaintenance.
- Bulk Upload Users
  Administrators can streamline user creation by uploading multiple user records at once using an Excel template. This method is ideal for onboarding large teams efficiently.
Maintain Master Data
Configure iMaintenance Core Settings
The Core Settings in iMaintenance define how the product behaves across your entire organization. These settings control fundamental aspects of daily use, such as session timeouts, chat availability, measuring points, auto-timers, AI enablement, issue creation, root cause analysis, attachments, and more.
Integrate External Systems
Manage Maintenance Operations
Review Observations
The Observations module allows supervisors to view and manage issues reported through the iMaintenance mobile app. These issues are typically tied to specific assets and locations within a plant.
Design and Manage Forms
Forms are essential for capturing structured field data in the iMaintenance mobile application. This chapter covers everything from manually creating and publishing forms to leveraging AI for auto-generation to managing archived forms.
Set Up Configurations with RACE
Configure Risk Evaluation with the Risk Matrix
Customize Platform Settings
Set Up Notifications
Build Dashboards and Reports

Create Roles and Permissions

Roles determine which modules and features a user can access. Each role can be assigned specific permissions for either CWP 2.0 or iMaintenance.

To create a role and assign permissions:

Navigate to User Management > Roles and Permissions.

Figure 1. Roles and Permissions Screen
Click Add Role.
Fill in Role Name and Role Description.
Click Save.
Select the new role.
Choose the modules that are required for the role or persona on the right-side.
Click Save.
Use More icon > Copy to clone existing roles.

Use More icon > Delete to delete the role.
Note:
- You cannot edit or delete the Super Admin role. You can only copy.
- You cannot delete the role that is already assigned to the user. First, un-assign the user and delete the role.
- You cannot delete roles that are assigned to users or edit the Super Admin role.
- When a user is assigned to a module in the CWP (e.g., the Dashboard module) and given permission to execute work orders in mWorkOrder, they can only access the Dashboard module and perform work order execution in the mobile app. This setup grants the user access to both the web and mobile applications.