Category filters can help you narrow down search results
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Latest News
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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to partners
- How to manage parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer from the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to lock/unlock engineers
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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- How to manage parts
- How to assign/unassign tickets to partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
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Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- How to create & edit automated actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit custom forms
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to move stuck tickets via Ticket Workflow Monitoring
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FMA
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- Fieldcode App (FMA)
- How to download the Fieldcode App
- How to login to Fieldcode
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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FMA 1
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Customer Portal
How to create & edit permissions
The permissions menu gives you the ability to specify exactly what a user is authorized to do in the tools.
You can add and edit roles in the Permissions menu.
How to create a new custom role
- Go to the Fieldcode Admin Panel -> Permissions.
- Click the plus button to open the New user form.
- Fill in or edit the following tabs: Basic, Security Resources, Filters, and Users.

1. Basic tab
- Decide if your new or existing role should be active in the system.
- Insert a name for your new or existing role.
- Insert a description for your new or existing role.

2. Security resources tab
You can now decide if you either want to start with an complete empty role or create one out of a preset.
Of course you are also able to edit our standard permissions ADMIN, ENGINEER, DISPATCHER to your specific business needs.
- If you select an empty role or edit an existing one you can set permissions for all areas of all three applications manually..
Set matching checks for permissions you want to grant.
You can decide between “view” and “edit” permission sets and grant them per application base. - If you select a preset, like, let’s say for example the engineer preset, you can edit already existing permissions and create a new role out of it.
To select a preset, choose a preset from the top drop down, and set your checkmarks for the permissions as wished.
You can decide between “view” and “edit” permission sets and grant them per application base.
You have the possibility to bulk-permit permissions by selecting a group of permissions. Bulk permissions will be displayed with a black-filled box.
Allows the selected role to view something on his system (eg. a component the role needs for his workflow).
Allows the selected role to interact with something on his system (eg. interact with the Ticket Pool component).

3. (Optional - only custom roles) Filters tab
You are able to add optional ticket filters to set permissions for specific tickets.
The Assigned toggle lets you set that users will only see tickets assigned to them.
Your filter would be: ProjectName (Condition) is equal to Demo Project (Comparison Value).
Your filter would be: AffectedCountry (Condition) is equal to Germany (Comparison Value).

4. (Optional - only custom roles) Filter buttons tab
- To filter buttons it's required that under the Security resource tab - WORK PLACE Component: Ticket Details -> Button: Workflow buttons have the checkbox view and edit activated.
- Otherwise, you cannot filter out buttons because you don't have superior permissions.
You can restrict the visibility of some buttons for your custom role. This could be for example useful if you don’t want to overwhelm a new dispatcher with unnecessary buttons that might not be helpful for him to fulfill the job.
However, as soon as you assign one button to the right, only the right-assigned button will be visible for the role.

5. Users tab
In the final step, you assign your users to the role. This is done by drag & drop or clicking on the user you want to add to the role.
You are also able to bulk-add or bulk-remove users by using the buttons.
If you cannot find a user or the list is too big, you can also search for specific users by inserting a keyword into the search bar.

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