Users, user rights, and authorization management

Users are the people who use the FSM software, such as dispatchers, service managers, technicians, or administrators. Each user has their own profile (user account) in the system, which usually contains personalized settings and, above all, permissions. User rights refer to the access rights of a user, i.e., which modules, functions, or data records they are allowed to view or change.
For example, a technician user in the mobile app typically only has access to their own orders, working hours, and possibly parts consumption, while a service manager user has comprehensive read rights for all projects and statistics, but may not have write rights in the system configuration.
Permission management refers to the administration of these rights. In practice, users are often assigned roles (e.g., administrator, dispatcher, technician, controller), and each role has predefined rights. The Innosoft FSM software offers a finely granular authorization system that allows you to specify exactly who can view statistics, who can move assignments on the planning board, or who can create new customers.
Clean rights management is not only important for IT security reasons, but also makes work easier for users. They only see the menus and data that are relevant to them. This prevents incorrect data records from being accidentally changed or confidential information from falling into the wrong hands.
For authorization management, the administrator usually sets up the rights once and adjusts them when organizational changes occur. For example, if a new field service branch is added, another dispatcher role could be added that only has access to certain regional orders. The system checks the user’s authorization for each action. Innosoft FSM follows IT security best practices and allows all changes to be traced back to a specific user (keyword: audit trail).
Overall, user and authorization management ensures that each user has exactly the functions they need for their job. No more, no less.