User management organizes and streamlines access, permissions, and settings for users. This document compares user management features of v5 (the legacy version of Fiix) and the newer v6.
This document compares v5 and v6 for the following:
- Overview
- Accessing user management (main menu)
- Customize view
- Export user list
- Hybrid UX (accessing both v5 and v6)
- Import users
- Last login date
- Localization
- Password expiration policy
- Regions
- Session timeout
- SSO
- Status
- System roles
- User groups
- Username-only accounts (email optional)
User management overview
User management features help Administrators and user managers organize and streamline user-related actions. Most users will be using v6 or a combination (hybrid) of v5 and v6.
| v5 | v6 | |
|---|---|---|
| Description |
v5, the legacy version of Fiix, houses many of the user management features that organizations use frequently. User management features in v5 are robust but not always intuitive or easy to use. This version is slowly being replaced and rebuilt in v6. |
v6, the newer version of Fiix, is where we’re building new features and redesigning older ones. v6 aims to be easier to navigate and use, with complex and necessary features and improved security. |
| Additional resources | v5 Help center articles | v6 Help center articles |
Accessing user management (main menu)
This is how users access user management features from inside the app.
| v5 | v6 | |
|---|---|---|
| Access |
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| Description | The feature menu shows Users and User Groups under Settings. | The feature menu shows Users, User Groups, and System Roles under Settings. |
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Customize view
The user records page shows your list of users and related data. Select visible elements in v5 or customize view in v6 to arrange columns and view specific user data.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > Settings icon > Select visible elements | Settings > Users > Settings icon > Customize view |
| Access |
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| Description |
42 data options for customizing and displaying user columns in the user list view. See table below for details. |
21 data options for customizing and displaying user columns in the user list view. See table below for details. |
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Customize view data table: available list view columns
| Column | v5 | v6 |
|---|---|---|
| Name | ✓ | ✓ |
| Email address | ✓ | ✓ |
| Address 1 & 2 | ✓ | ✓ |
| City | ✓ | ✓ |
| Country | ✓ | ✓ |
| Date created | ✓ | ✓ |
| Hourly rate | ✓ | ✓ |
| API status | ✓ | – |
| API managed | ✓ | – |
| Businesses | ✓ | – |
| Column number | ✓ | – |
| Currency (or Hourly rate currency) | ✓ | ✓ |
| Date activated | ✓ | – |
| Date modified | – | ✓ |
| Default login location | ✓ | – |
| Email all messages | ✓ | – |
| Email system errors | ✓ | – |
| Force reset password | ✓ | – |
| Groups | ✓ | – |
| User ID | ✓ | – |
| Internal mail | ✓ | – |
| Job title | – | ✓ |
| Last login date | ✓ | ✓ |
| Last password change | ✓ | – |
| Notify on work order completed | ✓ | – |
| One signal player IDs | ✓ | – |
| Personnel code | ✓ | ✓ |
| Postal code | – | ✓ |
| Progress meter notice displayed | ✓ | – |
| Push notification messages | ✓ | – |
| Role | – | ✓ |
| Session timeout (in seconds) | ✓ | – |
| SSO enabled | ✓ | – |
| State | ✓ | ✓ |
| Status | – | ✓ |
| Status last modified | – | ✓ |
| Telephone 1 & 2 | – | ✓ |
Export user list
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > Export | – |
| Access |
|
– |
| Description | Export immediately downloads a CSV file of your users to your device's default downloads folder. | This feature is not yet available in v6. |
| Image | – |
Hybrid UX (accessing both v5 and v6)
Some features are only available to users in v5. Fiix has tools that allow users who need these specific features in v6 to access them no matter which version they’re using.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > User details | Settings > Users > User details > More |
| Access |
Administrators |
Administrators |
|
Description |
Additional user settings are available in the user details page, housed under tabs. This includes Account details, Analytics, Messaging, Files, Certificates, and Log. | Additional user settings are stored in a “More” tab on the individual user details page. This dropdown menu takes the user to the v5 version of these features. |
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Import users
Import users is the ability to bulk import and upload users, usually from a spreadsheet.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > Import | Settings > Users > Action (…) > Import users |
| Access |
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Description |
Bulk importing users requires a spreadsheet of importable data, saved as a CSV file or using one of Fiix’s bulk import templates. After uploading, the headings in the spreadsheet can be matched to the fields in Fiix. | Bulk importing users is more flexible, offering the ability to upload from a spreadsheet or manually enter data into the form fields. After uploading, the spreadsheet headers will be automatically matched to the fields in Fiix, with the ability to edit and adjust any issues before submitting. |
|
Additional resources |
– | Bulk import users in v6 |
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Last login date
Both v5 and v6 can show the last date and time that a user logged in on the user list page. This does not track the most recent user activity, and instead only tracks the last time the user entered their username or email address and password on the login page.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > Settings icon > Select visible elements > Show last login date | Settings > Users > Settings > Customize view > Show last login date |
| Access |
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Description |
Last login date shows the last day a user logged in to a v5-enabled tenant on the desktop app. It does not track mobile logins or logins to v6. | Last login date shows the last time a user logged in to either mobile or desktop in a v6-enabled tenant. It does not show what type of login (desktop or mobile). It does not track users using v5. |
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Localization
Fiix supports different language translations, as well as custom localizations for the specific terminology your organization uses.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Localization | Settings > Localization |
| Access |
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All users |
|
Description |
Users can select any of the available language translations to apply to the app. Users can also create custom localizations that address terminology differences between Fiix’s language settings and your organization’s local language. |
Prioritizes your browser’s language preferences in Chrome for the v6 portions of the tenant, while the remaining v5 portions prioritize your Localization settings. Users who select Localization from the navigation bar will be redirected to v5 localization settings. |
|
Additional resources |
About customized localizations | – |
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Password expiration policy
This security setting allows passwords to expire after a set amount of time. After that time, users must create a new password.
| v5 | v6 | |
|---|---|---|
| Path | Settings > CMMS Settings > System tab > Security heading | Settings > Users > Settings > Password expiration |
| Access | Administrators | Administrators |
|
Description |
Option to force password reset in days. | Setting a password expiration policy allows Administrators to set a time interval, after which all user passwords will expire. |
|
Additional resources |
– | Set a password policy |
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Regions
| v5 | v6 | |
|---|---|---|
| Path | Settings > CMMS Settings > Sites tab | Settings > CMMS Settings > Sites tab |
| Access | This specific feature can only be set by a Fiix representative in a multi-site tenant. |
This feature is being rolled out in stages in the upcoming months. |
|
Description |
Regions are a hierarchy level above sites. If your organization has multiple sites, they can be organized into regions, and users can be assigned to a region. | Regions function the same as in v5. |
| Image | Regions function the same as in v5. | |
| Additional resources |
Add a region Add a user to a region (v5) |
Session timeout
This security setting enables session timeouts for all users. A user will be logged out after the session length exceeds the set length of time.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > User details > Account tab > Security and Access heading | Settings > Users > Settings > Set session timeout |
| Access |
Administrators |
Administrators |
|
Description |
Session timeout settings can be applied per-user only. | Session timeout applies a maximum inactivity period for all users. A user that is inactive for the time limit is logged out. |
|
Additional resources |
Set session timeout | Set session timeout (v6) |
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SSO
SSO is an additional-cost feature that allows users to securely access the app through their organization’s identity provider, like Azure AD, Okta, or Google. With SSO, users don’t have to remember separate usernames and passwords for each app they use. They only need to log in once using their IdP credentials.
| v5 | v6 | |
|---|---|---|
|
Description |
Organizations on Enterprise plans can begin the process of setting up SSO on v5 by contacting a Fiix representative. | |
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Additional resources |
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Status
User accounts can be assigned statuses that indicate how active they are in the app. These statuses directly relate to the number of paid licenses (seats) that the organization has subscribed to. Each active user requires one paid license.
| v5 | v6 | |
|---|---|---|
| Path | Settings > Users > User details > Status toggle | Settings > Users > User details > Status dropdown |
| Access |
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Description |
Active users can log in, perform all actions, and require 1 license (seat). Inactive users do not require a license (seat), but they also can’t log in and can’t perform any actions in the app. They can receive notifications. |
Active users can log in, perform all actions, and require 1 license (seat). Passive users can’t log in, and do not require a license (seat), but they can receive notifications. Deactivated users do not require a license (seat), but they also can’t log in and can’t perform any actions in the app. |
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Additional resources |
Change a user account status | |
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System roles
System roles are permission sets that users can be assigned to. These permissions determine users’ access across the application. Roles allow the administrator to standardize and adjust permissions in bulk. This feature is in development.
| v5 | v6 | |
|---|---|---|
| Path | – | Settings > System roles |
| Access | – |
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Description |
User groups perform the approximate function of System roles in v5. |
System roles act as optional bulk permission templates for users, especially users who manage the tenant and multi-site configurations. Users can be assigned to a role and gain permissions that allow them to access and perform different actions in the app. This feature is in the process of being completed. The only default roles available are User Coordinator (Read-only) and User Coordinator. The full spectrum of available permissions can still only be accessed through User groups. Users can access more v5 permissions using the “Manage permissions” drop-down menu in the System role details page, or the “More” button in User groups. |
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Additional resources |
– |
User groups
User groups streamline user functions. User groups house permissions and assignments, and so assigning a user to a user group lets the user gain the permissions and assignments of that group.
| v5 | v6 | |
|---|---|---|
| Path | Settings > User groups | Settings > User groups |
| Access | – |
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Description |
User groups house permissions and assignments. Users assigned to a user group gain the permissions and assignments of the user group. |
User groups house the permissions that aren’t yet available in System roles. They are also used for assignments Users assigned to a user group gain the permissions and assignments of that group. User groups in v6 redirects to v5 through the More button. |
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Additional resources |
Set up user groups | About user groups |
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Username-only accounts (email optional)
While most tenants use email addresses as the unique login identifier, some previously-configured tenants allowed users to sign in with a username and do not require an email address.
| v5 | v6 | |
|---|---|---|
| Access | This feature has only been set up on some tenants, and we don’t recommend this configuration for new tenants. | This feature has only been set up on some tenants, and we don’t recommend new tenants to be set up in this way.
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Description |
Some legacy tenants are set to allow login with usernames instead of email addresses. | Tenants can be set to allow login with usernames instead of email addresses, but it is not recommended. |