NextGen FSM
NextGen FSM
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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 following user types:

  • System administrator: Associated with the company. This user type sees the entire system.

  • Service manager: Associated with a specific structure. This user type is responsible for specific processes and services within that structure. They can see all objects related to their structure and the processes and services related to that structure.

  • Regional team leader: Associated with an area or territory. This user type can see all objects related to that area.

  • OC dispatcher: Associated with an operations center (OC). This user type can see all objects that are associated with their OC.

  • "Onfield" technician: Associated with an OC. This user type can only view and receive 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:

    • ID: Automatically assigned by the system

    • User name: The user’s username.

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

    • Surname: The user’s last name.

    • User type: Defines the primary functionalities and allowed system actions

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

    • 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.

    • Start date: The user’s account start date.

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

    • Last access date: Automatically updated by the system

    • Password: The user’s password.

    • 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. Edit 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

When you create new user profiles based on current templates, you can duplicate a user type to prevent configuration errors. When you duplicate a user, the process duplicates all of the following user type data:

  • Permissions

  • RS Authentication

  • Technical object types associated

  • WO statuses

To duplicate a 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.

Bulk import of user data

You can use the dedicated Data Import/Export Tool to add multiple users at one time. To do this:

  1. Navigate to Configuration > Core > Data Import/Export Tool.

  2. In the Import / Export Configuration interface, click the Configuration drop-down menu.

  3. Select User.

  4. Click Import.

  5. In the pop-up window, upload the .xls file that contains the user data.

  6. Click Load file and process.

Additional information: FSM user permissions

To access a list of all user permissions for FSM Desktop and FSM Mobile users, see Understand FSM user permissions.