Permissions dictating how a user accesses features of the Back Office version of Service Fusion can be configured by going to My Office > Workforce Management and selecting the employee you wish to edit by clicking the Pencil icon at the end of their row.
This article will provide in-depth insight to each permission’s functionality, and how some permissions interact with each other. There are many aspects to the Workforce Management section, and there are many permissions that will affect the worker app, but this article focuses on permissions found under the Access tab, under the header System Access Permissions. A separate article will explain how to create an employee, and another article will explain Worker App Permissions.
Beginning with the three toggle switches at the top of the Access tab:
User Account Status dictates if an employee is active and able to login and access Service Fusion, or if they are inactive, and unable to login or access Service Fusion. (See “Deleting an Employee” article for more details)
Account Locked Status allows an employee to login to the back office. If this is set to Locked, the user will be able to login only to the Field Worker App. If this is set to Unlocked, the user will be able to access both the Field Worker App and the Back Office / desktop browser.
This Is A One-Time User allows the user to login exactly once. This is great to give an accountant access, or to allow a field worker who is doing a ‘trial’ period, temporary access to Service Fusion.
Moving below those toggles now, to the System Access Permissions…
The System Access Permissions are organized by category, with options to View, Create, Update, or Delete. In order to Create, Update, or Delete successfully, the user would also need permission to View.
If you are unable to see the embedded table above, Please click here for a comprehensive explanation of every permission in the System Access Permissions setting (will open in new tab).