Skip to main content
Skip table of contents

How do I setup a user?

To ensure a user exists in the system or to first add a user in the system - follow this FAQ: https://w-user-documentation.scrollhelp.site/production/how-to-create-add-a-new-user-and-set-their-passwor

Use the following guidelines when setting up a an FSM user record:

#

Field

Description

1

Equipment Resource

Check this box if the user is actually meant to be an equipment. This means the user record is actually a crane or a truck. The equipment user doesn’t log in but can be setup to have availability.

2

First name

(self explanatory)

3

Last name

(self explanatory)

4

Email

(self explanatory)

5

Username

(self explanatory)

6

Password

(self explanatory)

7

Field

The highest level of the geographic hierarchy in FSM - this is the level within which the user will be confined to work - such as Midland, or Marcellus, etc

8

Roles

Select the appropriate role with the appropriate access for the user

9

Start Time

The shift start time of the user

Note: this is important to setup if you plan to use the routing engine

10

End Time

The shift end time of the user

Note: this is important to setup if you plan to use the routing engine

11

Time Zone

The time zone for the user. Typical timezones are:

America/Los Angeles - PST

America/Denver - MST

America/Chicago - CST

America/New York - EST

Note: this is important to setup if you plan to use the routing engine

12

Start Location

The stop location that the user is expected to start at - Note: this is important to setup if you plan to use the routing engine

13

End Location

The stop location that the user is expected to end at - Note: this is important to setup if you plan to use the routing engine

14

Skill Level

Feature will be deprecated as “Certifications” #20 below is a superior feature that accomplishes the same thing

15

Business Title

Free text field to add business summary

16

Hitch Start Date

Start date of the user’s hitch

17

“+” Hitch

Add the hitch - hitch work days and hitch off days

18

Off Days

Days Off that go against the hitch setup in #17

19

On Days

Days On that go against the hitch setup in #17

20

Certifications

Certifications the user can be assigned including expiration dates of such certifications. E.g. include “Confined space” or “LOTO”, etc

21

Enable Approver Status

Ignore - [Feature not functional]

22

Vendor Details

Set this up if the user belongs to a vendor company

23

Contacts

Set this up if the user has a different contact person/email/phone number

24

Team Area Mapping

Setup the team and area mapping for the user as needed

Related Articles

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.