User Wizard

Introduction

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.

Prerequisites

To use the User Wizard Admin Portal Tool, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

System administrator users need:

  • System Administrator permissions for Salesforce

How the User Wizard 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 Guides

Create a New User Record

  1. 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.

  2. Select User Wizard.

    Screenshot of the User Wizard button from the Admin Portal Dashboard
    Figure 1. User Wizard is one of the tools available from the Admin Portal’s Dashboard

  3. Click Create New User.

  4. Make the following entries (all entries are required):

    Enter text in any field to filter the entry selection
    Field Description / Action

    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

  5. 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.

  6. Make the following entries to manage security for the user:

    Field Description / Action

    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.

  7. Click Next

    The wizard adds the selected security to the user’s record.

  8. Make any of the necessary entries to add to the user’s Contact record:

    All entries are optional.

    Field Description / Action

    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

  9. Click Next
    The wizard displays a confirmation page.

  10. Click Restart User Wizard to return to the User Wizard’s start screen

  11. Click User Record to display the user’s User Record in Salesforce and make changes or enter additional information

  12. 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

  1. 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.

  2. Select User Wizard.

    Screenshot of the Admin Portal Dashboard User Wizard button
    Figure 2. The User Wizard is one of the tools available on the Admin Portal’s Dashboard

  3. Click Select Existing Users.

  4. 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.

  5. Click Next.

  6. Make the following entries to manage security for the selected user(s):

    Field Description / Action

    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.

  7. Click Next.

    The wizard modifies the security of the selected user records.

  8. Make any of the necessary entries to add to the user’s Contact record:

    All entries are optional.

    Field Description / Action

    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.

  9. 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.

      Screenshot of a User Wizard error
      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

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