Zoho FSM (Field Service Management)
Custom Profiles
Customize Profiles to manage efficiently
Zoho FSM (Field Service Management) allows you to customize and modify your workforce’s profiles, including, access and permissions, for better workflow management.
Create custom user profiles
Zoho FSM provides 5 default user profiles to manage your workforce efficiently. Since the needs of every field service business are unique, Zoho FSM also allows you to create a custom user profile with modified access and permissions.
Roles for Default Users
The default user profiles cater to different roles in a field service organization like Call Centre Agent, Field Agent, Dispatcher, and so on. You can clone one of them to create a custom profile where you can edit what the user can access and how they interact with the records. You can extend the permission of a field agent to include sales responsibilities or hide pricing details from a Dispatcher based on your organization’s needs.
