Administration

The Administration tab is where administrators manage system settings, users, and email logs within CirrusFM.

⚠️ Only users with Administrator access can view and use this tab.

Step 1: Open Form Settings

1. Go to Administration

2. Select Form Settings

This section allows you to control user views and default settings for quotes and work orders.

1.1 Set Up Users View

1. Open Users View.

2. Configure how users see information within the system.

3. Refer to the Portfolio page for full setup instructions.

1.2 Configure Quotes Form Defaults

1. Go to Quotes Form Defaults.

2. Set the number of days a supplier can open or respond to a quote.

   • Recommended maximum: 90 days

   • After expiry, the supplier link will no longer work.

3. Enable or disable the option to:

   • Block users from selecting contractors with expired mandatory insurance.

1.3 Configure Workorder Form Defaults

1. Open Workorder Form Defaults.

2. Set how many days suppliers can respond to or open a work order.

   • Recommended maximum: 90 days

3. Configure additional options:

   • Default account code for journal entries (FM PLUS feature).

   • Block users from selecting contractors with expired mandatory insurance.

   • Allow contractors to upload invoices.

   • Require contractors to upload an invoice before marking work as complete.

1.4 Configure Auto Updates

1. Go to Auto Updates.

2. Enable:

• Workorder Closed Immediately After Contractor Completed

  • Automatically closes work orders when suppliers mark jobs as completed.

Manage FM User Configurations

Administrators can edit user permissions and limits.

1. Go to Administration > FM User Configurations.

2. Locate the user you want to edit.

3. Use the icons next to each user:

• ✏️ Person with pencil

  • Set approval type:

    • Always needs approval

    • No limit

    • Has limit

• ? Person with line through

  • Revoke administrator access.

• ? Person icon

  • Grant administrator access.

Update Agent Details

1. Go to Administration > Agent Details.

2. Update the information that appears on quotes and work orders.

Sections include:

• General Details

  • Company name and contact information.

• Addresses

  • Billing and company addresses.

• Logo

  • Upload company logo.

• Terms

  • Add terms shown on quotes and work orders.

  • You can upload a PDF.

  • When sent to suppliers, two attachments will be included:

    • Quote or work order

    • Terms document

 View Email Logs

The system includes a log of all emails sent from CirrusFM.

1. Go to Administration > Emails.

2. View email history.

3. Sort emails by:

   • Supplier

   • Transaction Type

   • Sent By

   • Create Date

   • Status

Set Up Insurance Requirements

Administrators can define insurance rules for supplier compliance.

1. Go to Administration > Insurance Setup.

2. Click Add Insurance Config.

Complete the Insurance Configuration:

• Description

  • Type of insurance.

• Minimum Limit

  • Minimum coverage amount required.

• Insurance Options (toggle on/off):

  • Mandatory insurance requirement.

  • Supplier reminders (days configurable).

• Insurance Checklist

  • Define what must be checked, for example:

    • Valid dates

    • Correct insured name

3. Save the configuration.

Activate or Deactivate Insurance Rules

• Use the Active / Inactive button at the end of each row to change status.