User Management
Zoho FSM offers a multi-user environment by supporting different profiles and roles. A Profile defines the set of permissions and accessibility within the application whereas a Role defines a position of a user within the organizational-wide hierarchy. There are four built-in profiles and roles in the Zoho FSM application: Administrator, Customer Service Agent, Dispatcher, and Field Technician. While adding a user, the appropriate role and profile needs to be assigned to it. Thus, you can regulate the access that your users have to the application's features and data.
Profiles
A brief description about the Zoho FSM profiles is given below:
- Administrator: Has complete access to the application. Only users with this profile can conduct the activities related to the application setup and configuration.
- Customer Service Agent: Interacts with the customer to obtain details about service requests. Can additionally process tasks related to these service requests.
- Dispatcher: Handles the scheduling and dispatching of work orders within their territories.
- Field Technician: Executes the assigned service appointments at the customer's location.
The diagram below depicts the permissions that each profile is allowed to have:
Roles
The roles available in Zoho FSM are as shown below:
Creating Users
Users can be added to the application using the steps mentioned below:
- Navigate to Setup > Workforce > Users and click Add User
- Enter a First Name and Last Name.
- Enter the user's valid Email address that has not already been used to create an account.
An invitation will be sent to this email address. - Choose a Role.
- Click Save.
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