Personnel Page

This page is where you can find and manage our subscription base as well as create teams and add/attach mobile devices to your staff so they can complete work in the field.

  1. Easily add mobile devices and assign them to your team members.

  2. Once a device has been successfully added you can click Edit and easily reassign the device to any active user in your account.

  3. The +Add Personnel button will allow you to add additional FSM users to your account.

  4. Click on the name of any user to go to their Personnel record where you can manage their roles and permissions on FSM desktop as well as their mobile device settings.

  5. Easily activate and deactivate subscription users based on the needs of your business. A green check mark shows you a user is active.

  6. Create Teams for your field technicians here. Jobs can only be assigned to a Team.

  7. You can Edit and Delete teams from this column to change which users are assigned. Only a Team with no users can be deleted.

Helpful Links

Follow the links below to learn more about how you can add users and manage your subscription base, as well as your fleet of technicians and devices from the Personnel Page in GPSI Field Service Management.

How to Add and Activate Account Users

How to Manage Roles and Permissions

How to Create Teams

How to Add a Mobile Device

How to Manage Mobile Device Settings

How to Create Personnel Custom Fields

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