Assign Sync Profiles to Users

Using the Sync Profile Manager Admin Tool in FieldFX, you can assign one or multiple users in your org to a sync profile.

Before using this tool, users would have to be manually assigned one by one to the sync profile.

  • The user must be in your org and have the proper permissions.

  • If you, as a system admin, have to sync jobs for planning dates on the crew for that job, select the option to sync the jobs/price books as long as the crew planning record is active

    • For Example: If the job is scheduled for the whole month of October, but the Mobile user has a crew planning record valid from 10/1 to 10/8, sync the job/price book for this user only for the period 10/1 to 10/8. After 10/8, the job/price book should not sync for this user anymore. They don’t have an active crew planning record anymore.

  1. At the main Sync Profile Manager screen, click + Assign Users.

    The Assign Users - <sync profile name> appears to show any users already assigned to the sync profile.

  2. Click + Add to add a new user to the profile.

  3. Select the user and click Add.

    The user is now assigned to the sync profile.

  4. Click Close to return to the main sync profile screen.