User Licenses

Prerequisites

Licenses

To manage user licenses, you must:

  • Purchase FieldFX Base Package licenses

  • Purchase FieldFX module licenses:

    • FX CPQ

    • FX E-Ticketing

    • FX EAM

    • FX Invoicing

    • FX Schedule & Dispatch

    • FX Timecards

  • Purchase feature licenses:

    • FieldFX Mapping

Setup

To manage user licenses, you must:

Permissions

To manage user licenses, you need:

  • System permissions:

    • Manage Package Licenses

    • Manage Internal Users

    • Manage Users

    • View All Users

    • View Setup and Configuration

Introduction

Basics

Available Licenses

License Description

FieldFX Base Package

Required to access FieldFX

FieldFX CPQ

Required to use the FX CPQ (Configure, Price, Quote) module

FieldFX e-Ticketing

Required to use the FX e-Ticketing module

FieldFX EAM

Required to use the FX EAM (Enterprise Asset Management) module

FieldFX Invoicing

Required to use the FX Invoicing module

FieldFX Job Scheduling & Dispatch

Required to use the FX Scheulde & Dispatch module

FieldFX Timecards

Required to use the FX Timecards module
Contact your LiquidFrameworks account executive to purchase licenses.

Assigning Licenses to Users

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "installed" in the Quick Find box, then select Installed Packages

  4. Under Installed Packages, click Manage Licenses next to relevant FieldFX package

  5. Click Add Users

  6. Click Add All Users or select specific users

  7. Click Add

Removing Licenses from Users

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "installed" in the Quick Find box, then select Installed Packages

  4. Under Installed Packages, click Manage Licenses next to the relevant FieldFX package

  5. Click Remove Multiple Users

  6. Click Remove All Users or select specific users

  7. Click Remove