User Wizard

Prerequisites

To use the User Wizard Admin Portal Tool, you need the following licenses:
- FieldFX E-Ticketing
To use the User Wizard Admin Portal Tool, you must:
- Set up the FX E-Ticketing module
To use the User Wizard Admin Portal Tool, system administrator users need:
- System Administrator permissions for Salesforce

Basics

The Admin Portal’s User Wizard provides a guided process for system administrators to create new user records or modify existing user records.

The step-by-step guide helps administrators complete all of the required steps for adding a new FieldFX user.

Modify the Profiles, Permission Sets, Groups, and Licenses of multiple existing users at once.

How it Works

The User Wizard walks the administrator through all of the necessary steps to complete all of the required entries for a fully functioning FieldFX user record.

Step by Step

Create a New User Record with the Wizard

Go to https://admin.fieldfx.com, then select User Wizard

When you log in to the Admin Portal, you select to log in to either a Production or Sandbox org.

The org you log in to is the org you create the user profile in.
Select User Wizard

Figure 1. User Wizard is one of the tools available from the Admin Portal’s Dashboard
Click Create New User
Make the following entries (all entries are required):

Enter text in any field to filter the entry selection
- First Name: The new user’s given name, up to 40 characters
- Last Name: The new user’s surname, up to 80 characters
- Email: Enter the user’s email address
  
  This email must be unique. Used for notifications from Salesforce to the user.
- Username: Automatically fills with the entered Email, but can be changed
  
  This is what the user will log in to Salesforce with.
- Profile: Select the user profile type for the new user from the dropdown list
  
  The number of available licenses for the profile type displays in the list.
- UserRole: Select a role from the dropdown list
- Time Zone: The org’s time zone defaults, but can be changed
- Locale: The org’s Locale defaults, but can be changed
  
  Affects date and time formatting, number fields, and calendar display.
- Email Encoding: Defaults to Unicode (UTF-8), but a different standard can be selected
- Language: Defaults to the org’s default language, but can be changed
  
  The user’s Language overrides the org’s default.
- Alias: a suggested Alias defaults, but can be changed
  
  Appears on list pages, reports, and other places where the user’s full name does not fit.
  
  Limited to 8 characters.
- Nickname: Identifies the user in the community, up to 40 characters
Click Next

The wizard creates the Salesforce User record and looks for a matching Contact record to use. If it does not find a Contact record, it creates one automatically and links the User record to the Contact record.
Make the following entries to manage security for the user:
- Assign Profile: The profile entered in the previous step displays, but can be changed
- Assign Permission Sets: Select the permission set(s) to assign to the user
  
  Enter text to filter the list of permission sets in the dropdown. Multiple permission sets can be assigned.
- Assign Groups: Select any group(s) for the user
- Assign Managed Package Licenses: Select the FX License(s) to assign to the user
Click Next

The wizard adds the selected security to the user’s record.
Make any of the necessary entries to add to the user’s Contact record:

All entries are optional.
- Available for Field Work: Toggle to selected if the user can be assigned to a Job or Ticket, or if they use FieldFX Mobile
- Office: Select the user’s base office
- Job Title from Catalog: Defines the price charged for the user’s labor on tickets
- Account: Select the company’s account
Click Next
The wizard displays a confirmation page.
- Click Restart User Wizard to return to the User Wizard’s start screen
- Click User Record to display the user’s User Record in Salesforce and make changes or enter additional information
- Click Contact Record to display the user’s linked Contact Record in Salesforce and make changes or enter additional information

Modify an Existing User’s Security or Contact Record Options with the Wizard

Go to https://admin.fieldfx.com, then select User Wizard

When you log in to the Admin Portal, you select to log in to either a Production or Sandbox org.

The org you log in to is the org you create the user profile in.
Select User Wizard

Figure 2. The User Wizard is one of the tools available on the Admin Portal’s Dashboard
Click Select Existing Users
In Select Users add the user(s) to modify

You can make changes to more than one user at the same time.

Select all user(s) to modify.

Begin typing characters to perform a search.
Click Next
Make the following entries to manage security for the selected user(s):
- Assign Profile: The profile entered in the previous step displays, but can be changed
- Assign Permission Sets: Select the permission set(s) to assign to the user
  
  Enter text to filter the list of permission sets in the dropdown.
  
  Multiple permission sets can be assigned.
- Assign Groups: Select any group(s) for the user
- Assign Managed Package Licenses: Select the FX License(s) to assign to the user
Click Next

The wizard modifies the security of the selected user records.
Make any of the necessary entries to add to the user’s Contact record:

All entries are optional. Available for Field Work: Toggle to selected if the user can be assigned to a Job or Ticket, or if they use FieldFX Mobile Office: Select the user’s base office Job Title from Catalog: Defines the price charged for the user’s labor on tickets Account: Select the company’s account
Click Next
The wizard displays a confirmation page
- If there are errors, a table displays listing the user record, step, and message.
  
  Review these errors and address them in the wizard or Salesforce.
  
  Figure 3. Review errors and make adjustments to the user record if required
- Take additional actions:
  - Click Restart User Wizard to return to the User Wizard’s start screen
  - Click User Record to display the user’s User Record in Salesforce and make changes or enter additional information
  - Click Contact Record to display the user’s linked Contact Record in Salesforce and make changes or enter additional information