FieldView

User Management

Use FieldView's User Management page to manage user logins, permissions, and access parameters. From this page you are able to add and delete users, as well as edit permissions.  

To add users:

  1. Click the Add button at the bottom of the page.

  2. In the Manage User dialog, type required login information, including Username, Password, and Email address.

  3. Choose a user role from the Role Filter drop-down.

Role

Access

Administrator

Supports access to all administrator functions, including the ability to log in as any FieldView user via the Login As link on the Users page.

Content Manager

Provides access to FieldView administrator maintenance tasks: posting documents, answering Q&A queries, creating and deploying announcements.  Does not support access to either the Users page or the Application Settings page.

Superintendent

Allows access to all superintendent functions based on user permissions (detailed below) and application settings.  See pages listed under the Superintendent heading in the WebHelp Table of Contents.

Vendor

Allows access to all vendor functions based on user permissions (detailed below) and application settings.  See pages listed under the Vendor heading in the WebHelp Table of Contents.

  1. Match the user to their FAST vendor record from the Vendor list.

  2. If entering a superintendent, choose a supervisor, as needed, from the Super list.

  3. Click Save, then click Close Window.

  4. To view the new user record and refresh the information on the user grid, click the Refresh button at the bottom of the page.

  5. Test the login by clicking the user's Login As link.

To delete users:

  1. Use the built-in grid sorting tools to locate the user for deletion.

  • Click column headings to sort data by a particular user value.

  • Select and drag a column header into the open space at the top of the grid to group users under a particular heading.

  1. Once you locate the user, click the delete icon  [located in the Del column].

To edit users:

  1. From the User Management page, use the built-in grid sorting tools to locate the user for editing.

  • Click column headings to sort data by a particular user value.

  • Select and drag a column header into the open space at the top of the grid to group users under a particular heading.

  • Use the grid filters to limit the user list by a specific data value.

  1. Once you locate the user, click the edit icon  [located in the Edit column].

  2. From the Manage User dialog, verify information on the User Info tab (details above under directions for adding users).

  3. To set purchase order management permissions, select the Manage PO's tab. Select applicable check boxes to determine PO management functions allowed.

  • Approve POs allows users to approve and submit purchase orders for payment.

  • Edit MPOs provides a method for users to edit measurement resource quantities prior to approving purchase orders for payment.

  • Reassign POs gives users the ability to reassign vendors for purchase orders not yet completed.

  • Cancel POs allows users to cancel purchases as needed.

  • Show Pricing (on the General tab) controls whether purchase order dollar values are shown to this particular user.

 

User permissions work in concert with global application settings. For example, you might give a user a particular permission, but it will have no effect if the specific feature is not yet enabled in FieldView.

 

  1. To set variance purchase order permissions, select the Manage VPO's tab. Select applicable check boxes to determine VPO management functions allowed.

  • Request VPO's enables users to request variance purchase orders.

  • Create Custom Resources allows users to add VPO items/resources not in the database when entering variances.

  • Max VPO values are used to set thresholds on variances entered. The threshold is calculated by either a flat dollar amount or a percentage of the original purchase order to which the variance is applied.  See also the Variance Thresholds topic.

  • Show Pricing (on the General tab) controls whether variance purchase order dollar values are shown to this particular user.

  1. To set general scheduling permissions, choose the General tab and identify whether this user is allowed to make schedule changes by selecting the Change Schedule check box.

  2. To identify whether vendors are allowed to approve lien releases electronically, choose the General tab and select or clear the Disallow Electronic Lien Approval check box.

  3. Click Save, then click Close Window.

 

For more assistance, contact FAST Customer Care at (800) 411-2020 or support@tfmg.com.