Fieldcode Manual

Tip: You can use filters for better results

Last updated:October 25, 2024

About the Access section

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In the Access section, you can mainly configure your user groups, configure app authorizations, add your translations, and manage your partners. The following can be configured here in detail:

What can be configured under Users?

  • You can create and edit your users for all the different Fieldcode applications
  • You can store user contact data
  • You can define temporary locations for your engineers
  • You can define working hours for engineers
  • You can add & delete engineer absences and availabilities
  • You can assign roles to your users
  • You can assign skills to your users
  • You can assign users to multiple roles

What can be configured under Account?

  • You can check your current active pricing plan
  • You can check your current registration details
  • You can edit your account settings
  • You can define SMTP Email settings

What can be configured under Permissions?

  • You can manage default and custom user roles

What can be configured under Custom Translations?

  • You can search through existing translations
  • You can replace existing translations
  • You can add your custom translation

What can be configured under Account Partners?

  • You can add account partner locations
  • You can edit account partner locations
  • You can decide if account partners should receive tickets via the Partner Portal

What can be configured under Cooperation Partners?

  • You can add cooperation partners that use the Fieldcode software as well
  • You can receive cooperation partner invitations from other partners that use the Fieldcode Software as well
  • You can check your business key, which you can share with potential coop partners
  • You can configure how attachments should be handled between partners
  • You can establish skill symbiosis

What can be configured under Partner Configuration?

  • You can check all your partners
  • You can advance-edit your partners
  • You can for example assign ticket filters inside partner configuration to decide when tickets should go over to partners
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