Access and hierarchy in FieldEx help control who can do what inside the system. It keeps things organized so that every user like technicians, planners, or admins only sees and does what they’re supposed to.
Why this matters: A clear access and visibility structure helps protect your data, streamline operations, and ensure accountability across your teams. |
Access
In FieldEx, each user has a role called the user’s Access which controls what they are allowed to do.
A Technician cannot delete job orders, manage users, or handle billing.
A Technician can update job statuses, complete checklists, and use assigned spare parts.
A Planner can create and assign job orders, schedule technicians, and manage inventory.
An Admin can do everything, including managing roles, settings, and company-wide configurations.
You can define what each access role can or cannot do. If a user is assigned to that role, their actions are limited based on those permissions.
Hierarchy
Hierarchy in FieldEx controls which data a user can see.
If a company has 3 branches, each branch user will only see jobs, tasks, and assets for their own branch.
Users from Branch A cannot see anything from Branch B or Branch C.
A HQ-level user can view everything across all branches.
When creating a user, you must:
Choose their Access Role (e.g., Technician, Planner, Admin)
Assign them to the correct Hierarchy (e.g., Branch, Region, or HQ)