Settings Overview
Configure your NextFSM organization
Access settings from the sidebar. Available options depend on your user role.
User Menu
Available from the profile dropdown (top right):
Settings Menu
In sidebar under Settings:
- Work Schedules - Working hours, rotations, holidays
- SLA Policies - Service level agreements
- Services - Billable service catalog
- Notifications - Customer notifications
- Route Optimizer - Optimization settings
- Users - Team management, roles, permissions
- Audit Log - System activity history
- Organization - Company profile, regional settings
- Billing - Subscription and payment
- Integrations - Odoo and external systems
Devices Menu
Under Devices in sidebar:
- Checklists - Checklist templates
- Maintenance Templates - See Devices documentation
Role Access
| Setting | Admin | Dispatcher | Technician |
|---|---|---|---|
| Account | Yes | Yes | Yes |
| Time Off (own) | Yes | Yes | Yes |
| Time Off (team) | Yes | Yes | No |
| Work Schedules | Yes | Yes | No |
| SLA Policies | Yes | No | No |
| Services | Yes | No | No |
| Notifications | Yes | No | No |
| Optimizer | Yes | No | No |
| Users | Yes | No | No |
| Audit Log | Yes | No | No |
| Organization | Yes | No | No |
| Billing | Yes | No | No |
| Integrations | Yes | No | No |
| Checklists | Yes | Yes | No |