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User Management List View

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Overview

User Management controls who can access Fentu FSM and what they can do within the system. Each person who needs to log in requires a user account with appropriate permissions based on their role.
User accounts are separate from technician records. A technician needs both a technician profile (workforce data) and a user account (system access) to use the mobile app.

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When to Manage Users

Access this module to:
  • Create Accounts - Set up new users
  • Manage Permissions - Control what users can access
  • Reset Passwords - Help users who are locked out
  • Deactivate Accounts - Remove access for departing employees
  • Audit Access - Review who has access to what

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User Information

Each user account includes:
FieldDescription
UsernameLogin identifier
EmailContact email (often used as username)
Full NameDisplay name
ProfilePermission profile assigned
BranchAssociated branch
StatusActive, Inactive, Locked
Last LoginMost recent access
Created DateWhen account was created

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User Types

TypeDescriptionTypical Access
AdministratorSystem administratorsFull access to all features
DispatcherService coordinatorsWork orders, scheduling, customers
TechnicianField techniciansMobile app, assigned work
ManagerTeam managersTeam data, reports
AccountantFinance usersInvoicing, financial reports
Read-OnlyView-only accessReports and dashboards

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Creating Users

1

Navigate to User Management

Go to Administration > User Management
2

Click Create

Start a new user account
3

Enter User Details

Provide username, email, and name
4

Set Temporary Password

Create initial password (user should change on first login)
5

Assign Profile

Select the permission profile
6

Set Branch

Associate with appropriate branch
7

Link to Technician

If applicable, link to technician record
8

Save User

Create the account

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Linking Users to Technicians

For field technicians:
  1. Create the user account first
  2. Open the technician record
  3. Link to the user account
  4. Or select existing technician when creating user
Users without technician links cannot be assigned work orders. Always link accounts for field personnel.

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Managing Permissions

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Through Profiles

Permissions are assigned via profiles:
  • Each user gets one profile
  • Profile determines accessible features
  • Change profile to change permissions
  • See Profiles & Roles for details

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Data Access

Control what data users can see:
LevelDescription
GlobalAll data across all branches
BranchOnly data for assigned branch
TeamOnly data for assigned team
PersonalOnly own records
Combine permission profiles with data access levels for granular control. A dispatcher profile with branch-level access sees all work orders but only for their branch.

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Account Administration

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Password Management

ActionHow
Reset PasswordAdmin sets new temporary password
Force ChangeRequire password change at next login
Unlock AccountClear lockout after too many failed attempts
Password PolicySet minimum requirements (length, complexity)

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Account Status

StatusMeaningAction
ActiveNormal, can log inNone needed
InactiveDisabled, cannot log inReactivate to restore access
LockedTemporarily blockedUnlock to restore access
PendingAwaiting first loginUser needs to set password

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Security Features

  • Session Timeout - Automatic logout after inactivity
  • Login Attempts - Lock after too many failures
  • Two-Factor Authentication - Additional login verification
  • Password Expiration - Force regular password changes

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Bulk Operations

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Importing Users

For multiple new users:
  1. Prepare user data in spreadsheet
  2. Use Import function
  3. Map columns to user fields
  4. Review and confirm import
  5. Send welcome emails with credentials

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Exporting User List

Export user data for:
  • Audit purposes
  • Integration with HR systems
  • Backup before changes
  • Compliance reporting

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Best Practices

Use email addresses as usernames when possible. They’re unique and users remember them.
Give users only the permissions they need. More access means more risk.
Periodically review user accounts. Remove or deactivate unused accounts.
Deactivate accounts immediately when employees leave. Don’t wait for cleanup later.
Enforce password complexity. Weak passwords are the most common security vulnerability.
Keep records of why users have specific profiles. This helps with audits and reviews.

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Common Questions

A user account provides system login access. A technician record contains workforce data. Field technicians need both.
Generally no. One person should have one account. Use profiles to grant access to multiple areas.
Avoid shared logins. They prevent accountability tracking. Create individual accounts for each person.
The user cannot log in. An administrator must unlock it. This typically happens after too many failed login attempts.
Depending on configuration, users may update their email. Username changes usually require admin action.
Reassign open work orders before deactivating the account. The system may prevent deactivation with active assignments.

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Related Documentation

Profiles & Roles

Permission configuration

Technicians

Technician management

System Settings

Security settings

Import

Bulk user import