User Management
Creating & Updating User Profiles
Managing user accounts is a critical task that can only be performed by User Administrators . This guide will walk you through the process of creati...
User Security Roles
This article explains the different security roles that can be associated to a user account. The type of security roles the users require are dependen...
Resource Plan Bulk Upload
User roles: ✔ Financial Administrator ✔ User Administrator ✔ Data Administrator ✔ Application Administrator The Resource Plan Upload allows you to...
Placeholder Management
Managing resource allocations is a critical aspect of project management that directly impacts project success. One key component of resource manageme...
Collaborator Rules
Users with a Collaborator license type have a range of capabilities within Fluid. They can efficiently update project and meeting actions, and active...
Setting Resource Divisions, Department and Teams
Divisions, departments and teams are essential attributes when managing resource data as they provide a structured framework for organising and managi...
Inviting Team Members
Help new users seamlessly join in and use Fluid by sending them a personalised invitation to sign up. This article covers the User Management admin ...
Team Sign Up
We will explain in this article how to configure the Team Sign Up functionality. Note that only User Administrators and Application Administrators c...
Security Events
On all instances the first step is gaining access or logging in and often than not users may come across moments where they are unable to login. With ...
Managing User Role Groups
User accounts have roles that are assigned to them to provide different levels of access and user administrators have the ability to manage the permis...
How to deactivate a user account?
In this article you will learn how to deactivate a user account. Once an account is deactivated, the resource can no longer log in, cannot be assigned...