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Expansive FM Knowledgebase
Administrator Settings
Administrator Settings
All you need to know about the management of sites, processes and users as an admin.
General
How do I manage quotes on the system?
How do I add a shortcut to my mobile device?
How do I clone a dashboard?
How do I manage non-work order spends to the system?
User Management
How do I create a user?
How do I send a welcome email?
How do I set up a user with SSO?
How do I manage permission groups?
How do I remove a user?
How do I make changes to a user?
How do I view the different notification schemes?
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Asset Groups
How do I manage service types?
What is a request type and how do I manage them?
Contractor Management
How do I add and amend contractor services?
How do I onboard new contractors?
How do I manage Contractors?
What are SLAs?
How do I create and manage SLAs?
Custom Fields
How do I manage Custom Fields?
Tags & Grouping
What are tags and how do I use them?
Document Managment
How do I use and manage documents?
Site Management
How do I Import and Export my Sites?
How do I add a site?
How do I copy an existing Site?
How do I manage a site?
What is an external work order form and how do I create one?
Billing & Invoices
What is a cost code and how do I use them?
Hazards
How can I manage hazards on the system?
