FieldEx uses Access Profiles (roles) to control what users can see and do across the platform. These roles such as Planner, Admin-Lite, and Supervisor help define user responsibilities and system visibility. This ensures the right people have access to the right tools, without compromising workflow structure or security.
This article explains:
What roles are and how they’re assigned
How module and picklist permissions work
How list views and device access are controlled
Tips for troubleshooting user access
What Are Roles in FieldEx?
Every user is linked to an Access Profile that determines their permissions. Common roles include:
Planner – Schedules jobs, assigns tasks, views assets and sites
Admin-Lite – Limited admin who can manage users or modules without full system control
Supervisor – Oversees field teams, reviews job status, manages approvals
Path: Setup > Users > Select User > Access
Only Admins can assign or change roles. To view or edit what a role can access, go to the Access Profiles section in Setup.
Module Permissions
Path: Setup > Users > Access > Select Access Profile > Details Tab
Each access profile contains a matrix of Module Permissions defining what users can do in each area of the system:
Permission | Meaning |
Read | User can view the module (e.g., see job orders, asset records) |
Create | User can add new records in that module |
Edit | User can change existing records |
Delete | User can delete entries (used cautiously) |
View All Data | Allows visibility of all records, not just assigned ones |
Tip: For field-facing roles like technicians, enable only Read/Create for Tasks and Job Orders. For planners, enable full access to Job Orders, Tasks, and Inventory. |
Web vs. Mobile Access
You can control whether users of a role can access the system via:
Web App – for full dashboard, reporting, and setup access
Mobile App – for field tasks, checklists, GPS, and job submissions
This ensures field users only access what’s needed in their environment.
Picklist Permissions (Job Status Control)
Picklist Permissions allow admins to control what job statuses appear for each role. This prevents users from jumping steps or updating statuses incorrectly.
Path: Setup > Users > Access > View > Picklist Permissions
Two columns appear for each status:
Not Allowed – Statuses hidden from the user’s dropdown
Allowed – Statuses visible and usable during job updates
You can move items between columns by clicking the arrow or dragging/dropping. Use Move All for bulk changes.
Default List Views
Path: Setup > Users > Access > List View Tab
Each role can have a default list view per module. For example:
Job Order → “Job Order List View (Default)”
Asset → “Asset List View (Default)”
These defaults ensure consistency for how users see their data. You can configure these views under Setup > Modules > Select Module > List View.
Additional User Settings
Allowed to Assign Task
View Sales Order Price
Is a Bin User – Gives this user a personal inventory bin
Enable Customer Surveys
Is Helpdesk User
Auto-approve Leave
Remain Offline By Default
These options help fine-tune behaviour without needing a full new role.
Troubleshooting Role Issues
If a user can’t see a module – Check Module Permissions for that role
If a user can’t update job statuses – Check Picklist Permissions
If tasks aren’t visible in calendar – Ensure View All Data is enabled
If access needs to be extended – Create a duplicate role with broader rights