User Licenses
To use FieldFX, a user must have a license so they can access specific FieldFX features and modules. Before users can use FieldFX, you must manually assign licenses to them. A User Wizard can help with the permission set and license modification for multiple users.
If needed, you can also remove licenses from a user. You’ll receive licenses when you purchase FieldFX and any FieldFX modules.
Prerequisites
The following table details what Licenses, Setups, and Permissions you need to manage user licenses.
| User Licenses Needed | Permissions | Complete These Tasks First Before Continuing |
|---|---|---|
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Available Licenses
To use other FieldFX modules, you need these licenses:
| License | Description |
|---|---|
FieldFX Base Package |
Required for FieldFX access |
FieldFX CPQ |
Required for FX CPQ (Configure, Price, Quote) module use |
FieldFX e-Ticketing |
Required for FX e-Ticketing module use |
FieldFX EAM |
Required for FX EAM (Enterprise Asset Management) module use |
FieldFX Invoicing |
Required for FX Invoicing module use |
FieldFX Job Scheduling & Dispatch |
Required for FX Schedule & Dispatch module use |
FieldFX Timecards |
Required for FX Timecards module use |
| Contact your FieldFX account executive to purchase licenses. |
Guided Process to Create New Users
FieldFX can assist you with a User Wizard in creating new user records or modifying existing records. You can modify the permission sets and licenses of multiple existing users at the same time.
Manually Assigning Licenses to Users
You can manually assign a license or multiple licenses to a user.
Removing Licenses from Users
You can also remove a license from a user.