Tip: You can use filters for better results
How to create & edit permissions
The permissions menu allows you to specify exactly what a user is authorized to do inside the different Fieldcode tools. You can add new custom roles and edit custom roles in the Permissions menu.
The three standard roles cannot be edited, instead, you have to create new custom roles, if you want to have a more granular control.
However, creating custom roles is also pretty straightforward, as you can easily start from an existing role to create your new custom role.
Three main roles could be used for categorizing created users without the extra need to create a custom role:
- The admin role is tailored to persons managing the Fieldcode toolset for their user base and adjusting the system to company needs.
(Users with this role can view and edit all available data of the account and additionally can configure all system settings.). - The engineer role is tailored to persons delivering service on the field by using the FMA App also commonly known as field service technicians.
(Users with this role can view tickets and report them.) - The manager role is tailored to persons managing the service delivery also commonly known as dispatchers.
- (Users with this role can view tickets, dispatch, and report them for all dispatch groups)
How to create a new custom role
- Go to Admin Panel -> Permissions.
- Click on 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
- Select if your new or existing role should be active in the system.
- Enter a name for your new or existing role.
- Enter 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.
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.
Admin Panel permissions
You can set permissions for: Admin Panel in General, individual navigation menus, individual pages, and individual tabs.
Work Place permissions
You can set permissions for: Work Place in general, individual components, individual menus, and individual buttons.
Mobile App permissions
You can set permissions for: Mobile App in general, setting Data sync intervals, displaying the Show feedback form, and the option for pausing tickets.
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.
4. (Optional - only custom roles) Filter buttons tab
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.
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.
