User Profiles

Introduction

FieldFX user profiles store information and preferences for a user within FieldFX. They provide tailored access to specific tools and functions based on the user’s roles and permissions. They can include login credentials, role-based access, and custom settings for:

  • Job scheduling

  • Dispatching

  • Field Operations

Using user profiles, each user can efficiently manage tasks according to their responsibilities while data security and compliance can be maintained.

Prerequisites

To manage user profiles, you need the following permissions:

  • System permissions:

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

User Profiles vs. Permission Sets

User profiles and permission sets can both control permissions. You can only assign one user profile to a user but can assign multiple permission sets to a user.

Use user profiles to grant basic system permissions and use permission sets to:

  • Assign apps

  • Control tab visibility

  • Grant record type assignments

  • Grant object permissions

  • Grant field permissions

  • Grant Apex class access

  • Grant Visualforce page access

  • Grant access to system administration features
Use permission sets to control access to Visualforce pages and Apex classes.

System Administrator User Profile

The System Administrator user profile has access to every feature. Only assign a limited number of users to the System Administrator profile. You can’t freeze, deactivate, or delete the System Administrator user profile.

Step-by-Step Guides

As a system admin in FieldFX, you can create a new profile by cloning an existing profile and manage. You can also assign appropriate roles and permissions controlling access in your org. You can update user settings like passwords, job responsibilities, and workflow preferences. All this ensures each profile aligns with your org’s operational needs. You can also monitor user activity, troubleshoot access issues, and ensure users are complying with security protocols and system-wide policies.

Add a User Profile by Cloning a User Profile

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Add a user profile:

    1. From Setup, enter profile in the Quick Find box, then select Profiles.

    2. Click Clone next to Standard User.

    3. In Profile Name, enter a name.

      When naming a user profile, use underscore instead of a space.

    4. Click Save

  4. Grant access to the Field Ticketing app:

    1. Under Apps, click Assigned Apps.

    2. Click Edit.

    3. Select Default next to Field Ticketing.

    4. Click Save.

  5. If the user profile is syncing data in FX Mobile, they must have the OmnibusRestService and the PreSyncController Apex classes. Contact your admin to have them add those Apex classes.

    1. If you are an admin, click in the Quick Find box and type Apex and then select Apex Classes.

    2. To add the Apex class, the Admin clicks New.

    3. Write the Apex code in the window.

    4. Click Save.

      For more information on managing Apex classes in Salesforce, see Salesforce Documentation: Manage Apex Classes.

  6. Edit access to any Apex classes:

    1. At the top of the page, click the arrow next to Assigned Apps and select Apex Class Access.

    2. Click Edit.

    3. Remove items from Enabled Apex Classes based on the copied profile’s role and add items it for the new copy.

    4. Click Save.

  7. Edit access to any Visualforce pages:

    1. At the top of the page, click the arrow next to Apex Class Access and select Visualforce Page Access.

    2. Click Edit.

    3. Remove items from Enabled Visualforce Pages based on the profile’s role you copied and add the items necessary for the copy.

    4. Click Save.

      Use permission sets to control access to Visualforce pages and Apex classes.

- Back to Step-by-Step Guides -

Manage User Profiles

  1. In Setup, type user in the Quick Find search field.

  2. Select Users.

  3. You can use the dropdown to filter the view of users.

    1. Select either Active Users, Admin Users, or All Users.

      The view is filtered to show only the profiles matching the view selected.

    2. You can edit the current view by selecting Edit.

    3. You can create a new view by clicking Create New View.

  4. You can edit or log in as a Back Office or a Field User by clicking Login.

    An admin can only login in as a Back Office and Field User.

  5. You can select the Action checkbox next to the profile then click Reset Password(s) to force the users to reset their passwords.

    The next time those users log in they have to set a new password.

  6. To add a new user, click New User.

  7. To add multiple users, click Add Multiple Users.

Add or Edit Profile List View

You can set up or edit existing custom views for the user profiles to match certain criteria. The steps are the same for Adding a new Custom View for Custom Labels.

Set User Profile Field Permissions

  1. Click Setup.

  2. Search for a select Profiles.

  3. Find the profile to give access to the Staged Data object.

  4. In the Profile, click Object Settings under the Apps section.

  5. Since the list of objects is long, enter object name into the search field and select the matching term.

  6. Click Edit.

  7. Scroll down to Field Permissions.

    The field permissions shown may differ from the profile’s permissions.

  8. Click the Read Access checkbox.

    BO StagedDataObjReadAccessCheck
    Both of the Read Access and Edit Access checkboxes are checked.

  9. Uncheck the Edit Access checkbox (for mobile field users only).

  10. Click Save.

Set Apex Class Access

Profiles might need access to the certain Apex classes to use FieldFX and its modules.

  1. Click Setup.

  2. Use the Quick Find box and enter 'profile'.

  3. Select Profiles.

  4. Find the profile used by Mobile users and open the profile.

  5. Click Edit to edit the access.

  6. Open Apex Class Access under the Apps section.

  7. In the list of Apex Class Access, search for name of the Apex class.

    Since there is no search function to find a specific Apex class, do the following:

    1. Change the Items per page dropdown from 50 items to 1000 items.

      All the Apex classes are on one page.

    2. Use the browser Find function (usually kbd:[Ctrl] + kbd:[F]).

    3. Enter the name of the Apex class.

      The first Apex class that matches is highlighted.

  8. Click the checkbox next to Apex class.

  9. Click Save.

- Back to Step-by-Step Guides -

Verify the Heirarchy Entries Custom Field Permission in a User Profile

  1. Access the org’s setup.

  2. In the Quick Find box, enter user.

  3. Find and select Profiles.

  4. Find and open the profile you want to set the custom field permissions.

  5. In the Apps section of the profile, open Object Settings.

  6. Use the Find Settings search box and enter price.

  7. Select Price Books and click Edit.

  8. Scroll down to the Field Permissions section.

  9. Ensure that the FX5__Heirarchy_Entries__c custom field has the Read Access checkbox selected.

Recommended Reading

For more information, see:

Other FieldFX Help Topics Salesforce Help Topics