Express Request User Set Up

Like all Express Maintenance users, requesters will need to be added to the employee table with their full name and email address.

Step 1: Add the Requester to the Employee Table

1. Click the Employees icon.

2. Click + to create a new user.

3. Enter the user’s name and email address.

4. Click Post Edit to save your changes.

This will create the user and generate Access Records that administrators can use to define permissions.

Step 2: Configure Requester Access Settings and Site Limits

By default, all Access Settings are set to Full Access.

To modify these:

1. Right-click on each Item Title.

e.g. Administration Item

2. Select the preferred Access Type (e.g., No Access, Read Only, Write & Read, Full Access).

e.g. Administration Item set to 'No Access'

Recommended Requester Settings:

Only the Mobile App item should have Access, Request, and Work Orders set to Write & Read.
All other items can be set to None or Read Only.

All other Access Settings can be set to None or Read Only.

Site Limits

If the requester should only see certain sites:

Apply site limits in both the Access Settings tab and the Requester Settings tab.

Access Settings Tab

Requester Settings Tab

PLEASE NOTE: By default Allowed Requester will be checked off. If the user has been created before please ensure it is enabled.

Once all settings are configured, click Post Edit, then open the Overview tab.

Step 3: Add the Requester to EM Security

1.On the Overview screen, locate the new Requester.

2. Click Add to Security.

3. In the Access section, select Express Request.

4. Set the user’s type to Data Entry.

5. Click on 'Add to Authentication Server'

Once added, the requester will need to set up their password, please have them follow this guide to become 'Active'.

Step 4: Access ERO

When the requester’s status displays Active in EM Security

1. Have them go to Express Request Online (ERO),

2. They can now log in and submit maintenance requests.

To get started with requests, see: How to get started with ERO.

Express Request Desktop

If you are wanting to download Express Request to the user's desktop you will have to first submit an EM Support Ticket to create credentials and then download Parallel's to access the cloud environment.

Please note that Express Request cloud credentials are limited to 3 cloud licenses.

Conclusion

After completing these steps, your requester will be fully set up with appropriate permissions and access to Express Request Online.

If you experience issues or need additional assistance, please submit an EM Support Ticket. Our support team will be happy to help.