What are the prerequisites required to add a new user?

What are the prerequisites required to add a new user?

To add a new user in Zoho FSM, the only essential prerequisite is a valid email address. This email ID will be used to send the invitation to join your Zoho FSM organization.


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                                                                                                                                    • Related Articles

                                                                                                                                    • How to add a user to a crew?

                                                                                                                                      To add Crew Members: Go to the Crew Members tab and click + Create. In the Create Member box: Select the Service Resource. Set the Start Date Time and End Date Time. Click Create. The user must be assigned to the same territory as the Crew and for ...
                                                                                                                                    • Can I add attachments while creating service reports in Zoho FSM ? How to add attachments to a Service Report in Zoho FSM ?

                                                                                                                                      Yes. While adding technician feedback while creating a Service Report , you can attach images (.png, .jpg, .jpeg). You can upload a maximum of 5 images. The total combined size must not exceed 10 MB Adding attachments while adding technician feedback ...
                                                                                                                                    • How do I add Equipment to Crews?

                                                                                                                                      To add equipment to a Crew: Go to the Crew Members tab and click + Create. In the Create Member box: Select the equipment as the Service Resource. Set the Start Date Time and End Date Time. Click Create. The equipment must be assigned to the same ...
                                                                                                                                    • User Management

                                                                                                                                      Zoho FSM offers a multi-user environment by supporting different profiles. A Profile defines the set of permissions and accessibility within the application. There are five built-in profiles in the Zoho FSM application: Administrator, Dispatcher, ...
                                                                                                                                    • Why can’t a user create Service Appointments in Zoho FSM Mobile App?

                                                                                                                                      A user may be unable to create Service Appointments if their profile does not have the required Create permission enabled. Enabling Create permission for Service Appointments Go to Setup → Profiles. Open the profile assigned to the user. Enable the ...
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