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Manage Users & Roles
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.

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

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.

Note:

The Work Center field is optional during bulk user creation.

To bulk upload users:

Expand the User Management and select Active Users.
Click the More icon on the top right corner and select Download Template.
Fill out the Excel sheet.
Click Add User > Upload Excel.
Select and upload the file.