Users & Contacts

Every person FMX knows about — staff, technicians, requesters, outside vendors — is either a user or a contact:

• A user can log in to FMX. What they can see and do is determined by their user type.
• A contact is a person record without a login. Contacts exist so requests and other records can reference people who never sign in — an outside contractor, a community member, a vendor representative.

Users and contacts are managed from the same place (the page is titled Users & Contacts if you have access to both), and a person can be converted from one to the other later, so choosing wrong at creation isn't permanent.

What a user record holds

Beyond a name and email, a user record can carry, depending on what your organization uses:

• User type — the single biggest setting on a user; it controls their access across FMX.
• Accessible buildings — which buildings the user can work with. Many permissions are scoped to these buildings.
• Time zone and Phone.
• Reports to / Direct reports — an organizational reporting structure.
• Labor rate — used when the user's labor is logged against work.
• Can be a driver and Driver rate — for organizations using transportation requests.
• PO approval limit — for organizations using purchase orders.
• Liability insurance expiration — for organizations that track insurance on outside workers.

If your organization has defined custom fields for users, those appear here too.

What's covered here

Whether this matches what you see

Whether you can see or manage users at all depends on your own user type — many people use FMX every day without ever seeing this area. Field names and available options also vary by organization.