Admin
Configure and Edit Administrator Level Setting
By Kristal and 3 others4 authors84 articles
- Initial Account Setup — Configuration Sequence - User Guide
- Getting Started with Redlist - User Guide
- Work Orders — Planned Start Date & Due Date (Mobile) - User Guide
- Task Details Ordering (Mobile) - User Guide
- How to Configure the Navigation Bar on Redlist Mobile App
- How Do I sync data in Redlist's mobile app
- How Do I Download the Redlist Mobile AppThis article provides instructions for downloading and accessing the Redlist mobile app on both iOS and Android devices.
- How Do I Add a Dashboard to My Asset's Profile Page
- How Do I Know What Different User Types Can Do?
- How Do I Assign and Manage User License Types
- How Do I link Users and Employees
- How Do I Access My Redlist Account
- How Do I Change My Homepage
- How Do I Setup My Company's Information
- How Do I Import Data Into My Account
- How Do I Get Import Templates
- How Do I Map Headers in the Import Tool
- How Do I Correct Import Errors
- How Do I Create New UsersThis is a step-by-step guide on how to add users in your Redlist.
- How Do I Reset My Password
- How Do I Create New User Roles
- Permissions - User Guide
- How Do I Know What Each User Permission Does
- How Do I Create New Employees
- How Do I Create New Employee Roles
- How Do I Create New Teams
- How Do I Create New Work Boards
- How Do I Use Custom Fields
- How Do I Log In to the Redlist Mobile App
- What are the System Requirements to Use RedlistThese are the system requirements for both web and mobile devices to allow access to the Redlist App.
- How to Access Redlist App on the WebThis is a step-by-step guide on how to access the Redlist web app.
- How to Access Redlist Help CenterThis is a step-by-step guide on how to get into the Help Center on web and mobile app
- How to Set a Default Home PageThis is a guide on how to set your Redlist web app home page to one of the tools you prefer.
- How to Verify Email AddressThese are the steps in verifying the user's email address registered to a Redlist account.
- What Browsers Does Redlist Support?Details on browser requirements for Redlist Support
- How Do I Calculate the ROI on Reducing Downtime?Input your Company, Facility, and Department ROI from Reducing Maintenance Related Downtime
- How to Use the Communications HubThis Communications feature contains conversations made by users. This is made available on Assets, Maintenance, and Operations tools in Redlist.
- How do I Create my Digital SignatureThis article will discuss the feature of storing user's digital signature that can be used both on web and mobile app.
- How Do I Use my Digital SignatureThis article will discuss the steps on how users can use their digital signature.
- What are your Security Options in Redlist?This article gives its users the security features available for tenants in Redlist.
- How to Send an Invitation to Verify User's Email AddressThis is a step-by-step guide on how to inform and invite users to verify their email address on Redlist.
- Custom Fields Management with Scannable Fields (a Weekly Open Office Hours Session)This session introduces centralized custom field management and scannable inputs for streamlined operations and reporting in Redlist.
- Managing Hardware Devices in Redlist (a Weekly Open Office Hours Session)This discusses recommended devices, and maintenance tips and IT policy considerations to support Redlist app performance and compatibility.
- How to Manage Employee RolesThis is a step-by-step process on how to create, edit, assign, and manage employee roles in Redlist.
- What are the URLs to be Whitelisted for Redlist?This is a list of URLs used by the Redlist App that need to be whitelisted for the app to work properly.
- Web and Mobile Branding EnhancementsBrand administrators can set company logos and action colors, giving users a consistent branded experience in both web and mobile apps.
- How to Add User's Job DescriptionAdmins can now view and edit any user’s job description from the admin user settings.
- Two-Factor Authentication (2FA) for Web and MobileThis feature adds an additional login security layer—an Authenticator App code required besides the password.
- How to Update Multiple Users with Bulk EditThe Users page now supports editing key fields for multiple users at once, enhancing administrative efficiency.
- Portuguese on Mobile - User Guide
- Client Manager Card Mode - User Guide
- Client Management - User Tab
- Client Management - Documents Tab
- Mobile - Assets - Component Template Edit
- Client Management - Reports
- Digital Twin Task View - User Guide
- Client Management - Copy Form Templates
- Web - Restricted Work Order Access
- Inventory Management - AI Calculate Minimum Quantity
- Inventory Management - Demand Multipliers
- Forms - AI Form Capture
- Mobile - Restricted Work Order Access
- Purchasing - Purchase Order Notifications
- Client Management - Contracts Tab
- Comms Hub - Generate Comms Hub Post From AI Chat
- Assets - Linking QR Codes and NFC Tags to Components
- Assets - AirDrop Share Templates
- Comms Hub - AI Reformat Comms Hub Message
- Admin - Customer Support Access
- Client Management - JIT Access — Request Access
- Client Management - Purchased Tab
- Client Management - Nested Groups
- Lubrication Routes - Quick Route Builder — Subgroup Filter
- Admin - User Roles
- Billing - Bill as Types
- Billing - Bill as Types Rates
- Inventory - Receiving Purchase Orders
- Digital Twin - Add Asset / Component Template While Pinning
- Admin - Managing Users
- Component Tasks — Grease Calculation Tool (Web) - User GuideHow to use the built-in Grease Calculation Tool in the Component Task modal to calculate recommended relubrication quantity and frequency based on bearing dimensions and environmental factors.
- Collapsible Sidebar — Lube Management Experience (Web) - User GuideHow to collapse and expand the Lube Management navigation sidebar, navigate using flyout menus when collapsed, and understand the new navigation icons.
- Route Templates — Column Options (Web) - User Guide
- Component Types — Same Name, Different Descriptions - User Guide
- Table Component — Column Width, Filtering & Clear Filters (Web) - User Guide