Setting & Updating User Profiles in FCS Admin

• FCS has built-in User Profiles that include inheriting permissions and roles in the system.
• These "User Profiles" provide a certain level of access to various functionality in FCS.

There are seven default User Profiles:

•      Administrator
•      Sales Manager
•      Sales Person
•      Service Manager
•      Technician
•      Superintendent
•      Foreman

• As a best practice, we suggest allocating default User Profiles to all your licensed users in FCS.
• From there, you may add additional permissions to individual users in instances where they need access to additional functionality not inherent to their default roles in the system.
• To set User Profiles, please follow the instructions below:

Step 1:

• First, you must be a designated Administrator in the system to have the capability to assign User Profiles.
• As the Administrator, access the Toolbox in the main menu and select "User Administration". 

Step 2:

• Next, locate the specific user you wish to modify and click the "Edit" button next to their name.

Step 3:

• If you have not assigned a "User Profile," the default will list "None."
• If a "User Profile" was previously selected, it would list one of the seven default "User Profile" types noted above. 

Step 4:

• Next, click into the blue hyperlink text "None" or any listed prior "User Profile" setting.
• The system will display a pop-up warning with the following message: "Changing the user profile will reset all user settings, Continue?".
• Click "OK" to continue. 

Step 5:

• Once you acknowledge that assigning a "User Profile" or updating an old "User Profile" will reset all previous user settings, you will be able to access a drop-down menu with all the default "User Profile" options.
• Simply select one and click "Update User".

If you do not click "Update User," your changes will NOT be saved