1. Field Service Management
  2. Setting Up FSM
  3. Setting Up FSM Mobile
  4. Granting Access to FSM Mobile

Granting Access to FSM Mobile

You can grant access to the FSM Mobile application to technicians and other employees. The FSM Mobile application access is granted on a NetSuite user or employee record. If you need to provide access to FSM Mobile to with no NetSuite employee record in your NetSuite, you need to create a new NetSuite employee record for that person.

The employee record granted access must have an email address. The email address is the user ID in both NetSuite and FSM Mobile.

After you've given users access, they can install FSM Mobile on their device. To install FSM Mobile on a tablet or phone, see Installing the FSM Mobile Application.

Granting Access to an Existing NetSuite User

You can give a NetSuite user access to FSM Mobile. They'll use the same user ID and password they use in NetSuite to log in to Mobile.

To give an existing NetSuite user access to FSM Mobile:

  1. Go to Lists > Employees > Employees.

  2. Next to the person's name you want to set up, click Edit.

  3. Click the Field Service subtab.

  4. Check the Field Service Mobile User box. The numbers next to the box show how many FSM licenses you've used out of your total.

    Note:

    To free up licenses, you'll need to clear this box on the employee record of anyone who doesn't need FSM Mobile access anymore.

  5. Click Save, then refresh the page.

  6. Click Email Mobile Login at the top of the page. This sends an email with a link to FSM Mobile to the person's email address on their employee record. They'll use their NetSuite login to sign in to FSM Mobile.

Granting Access to a New User with No NetSuite Account

Follow these steps to give access to someone who doesn't use NetSuite and to set their FSM Mobile password.

Important:

Don't give access to unknown email addresses or employees. It's also unsafe to use generic emails like test@test.com or emails that several people can access.

To create a new NetSuite user and give access to FSM Mobile:

  1. Create a new employee record. For information about how to add a new employee in NetSuite, see Adding an Employee.

  2. Go to Lists > Employees > Employees.

  3. Next to the person's name you created, click Edit.

  4. Click the Field Service subtab.

  5. Check the Field Service Mobile User box. The numbers next to the box show how many FSM licenses you've used out of your total.

    Note:

    To free up licenses, you'll need to clear this box on the employee record of anyone who doesn't need FSM Mobile access anymore.

  6. Click the Access subtab.

  7. Check the Manually Assign or Change Password box.

  8. Enter a password. As you type, the characters are checked against NetSuite password rules.

    Important:

    FSM Mobile doesn't have the same password requirements as NetSuite.

    • Although you can set a password that doesn't follow NetSuite complexity rules, you shouldn't use common, plain or obvious passwords for security reasons.

    • The Give Access box gives you NetSuite access, so make sure it remains cleared.

  9. In the Confirm Password field, type the password again.

  10. Click Save, then refresh the page.

  11. Click Email Mobile Login at the top of the page. This sends an email with a link to FSM Mobile to the person's email address on their employee record.

  12. Let your user know their email address is their FSM Mobile user ID and give them the password you set. For security, don't send the password by email.

Related Topics

General Notices