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Intuit Field Service Management User Permissions

Intuit Field Service Management is the scheduling and dispatching tool that works with QuickBooks. Corrigo Support offers the above chart of Intuit Field Service Management Permissions by role. Managers have permissions for all sections, while technicians have more limited permissions.

User permissions are important to make sure that the people in the field do not have access to all areas of FSM. The categories include: work orders, customers, invoices, reports, people, time cards, and settings. Managers are the only people who can manage Time Cards and Settings, but everyone including managers, dispatchers, field supervisors and technicians can create, view, and change work orders. All FSM users can add charges to invoices, but only managers and dispatchers can approve change statuses. Techs can’t deal with reports at all, but managers, dispatchers and field supervisors can view them, and managers and dispatchers can change them.

 

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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