The CMMS guest portal

With Yuman CMMS, you can create access for a user outside your maintenance team: a customer or a requester.

Once the guest portal has been activated on your account by the Yuman team, you can create an access for each user, from the Users tab > Active Accounts > + Guest. You can assign a password to your guest or let him/her choose one.

Each guest can therefore log in to yuman.io and view CMMS data with restricted access.

The permissions are as follows:

limited view of interventions: does not contain custom fields and internal information

extended view of the interventions: the content is the same as for a Yuman manager

quote view

invoice view

contracts or maintenance plans view

The guest user can also create requests for interventions. He then fills out a request form, which is received by the manager on a fixed line or by a technician on his cell phone.

Once the request is accepted and processed, the requester receives a notification to inform him/her. If the request has already been processed or in case of duplication, the manager can reject the request.