Configure FSM users

To control system access, associate user types with specific functions, like menu items, windows, and logical controls.

Data visibility and hierarchy

A user’s organizational unit ensures users only see data and objects relevant to their level of responsibility. The hierarchy includes the:

• System administrator: Associated with the company and sees the entire system

• Service manager: Associated with a structure, manages specific processes, and sees all the project’s related objects

• Regional team leader: Associated with an area and sees objects within their specific territory

• OC dispatcher: Associated with an operations center (OC); sees objects related to that OC

• "Onfield" technician: Associated with an OC and receives only the work orders (WOs) related to that OC

Manage system users

You can create, modify, search for, and view system users.

Create a new user

1. Navigate to Configuration > Core > User > Users.

2. Click New User.

3. Fill in the following fields:

   1. ID: Automatically assigned by the system

   2. User Name: The user’s username.

   3. Name: The user’s given (first) name.

   4. Surname: The user’s last name.

   5. User Type: Defines the primary functionalities and allowed system actions

   6. Other roles: Allows you to associate multiple user types. The user inherits the sum of all permissions from these linked profiles

   7. Area/Operations Center/Structure: Determines data visibility. Users with no association see all company OCs, but users associated with an area see all OCs within that area.

   8. Start Date: The user’s account start date.

   9. End Date: The user’s account end date, if applicable.

   10. Last access date: Automatically updated by the system

   11. Password: The user’s password.

   12. User TimeZone: The user’s time zone.

4. Click Save.

Search for a user

1. Navigate to Configuration > Core > User > Users.

2. Enter information in the search fields in the right-hand section of the interface:

   • Username: The user’s username.

   • Name: The user’s given (first) name.

     Surname: The user’s last name.

   • Operation Center: The operation center the user is associated with.

   • External User: A flag for users who belong to external suppliers.

   • Enterprise: The specific supplier company.

   • Type: The associated user profile.

   • Show valid only: Displays only active users.

   • Show only server users: Display all users on the server.

3. Click Search.

Modify a user

1. In the search results list, select the user.

2. Click Options.

3. Make changes to the user’s information.

4. Click Save.

Manage user types

User types define the specific features a group of users can access.

Create a new user type

To make a new type:

1. Navigate to Configuration > Core > User > User Type.

2. Click New Typology.

3. Enter:

   • Description / Code / Sorting: Defines the type.

   • Active Flag: Sets the type as active.

   • Super Flag: Grants elevated permissions.

   • Automatic grant association flag: Determines how to manage associations.

     • If checked, it manages site association automatically. 

     • If unchecked, associations must be handled manually.

4. Click Save.

Manage RS authorizations

To define which REST endpoints a user type can execute:

1. Navigate to Configuration > Core > User > User Type.

2. Click the Three dots menu next to the user type.

3. Click RS Authorizations.

4. Configure the access rules.

5. Click Save.

Duplicate user type

1. Navigate to Configuration > Core > User > User Type.

2. Click the Three dots menu for the desired user type.

3. When a copy of the original user type pops up, modify the fields as needed.

4. Enter a new description.

5. Click Save.

When you duplicate a user, the process duplicates all of the following user type data:

• Permissions

• RS Authentication

• Technical object types associated

• Work order statuses