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User profiles

Every team member has a profile in FSM Navigator. Use it to keep contact information current, change your password, and — for Technicians — manage skills, certifications, and schedule details.

View your profile

  1. Click your name in the top-right corner of the screen.
  2. Select My Profile from the dropdown menu.

Your profile page displays your current information, assigned role, and account details.

Edit your profile

You can update your own contact details at any time.

  1. Open your profile (see above).
  2. Click Edit Profile.
  3. Update any of the following fields:
Field Description
First name Your given name, displayed throughout the app
Last name Your surname
Phone number Your contact phone number
  1. Click Save Changes.

Email address

Your sign-in email cannot be changed once your account is created. To use a different email, contact support, or have your Owner re-invite you with the new email.

Change your password

  1. Open your profile.
  2. Click Change Password.
  3. Enter your current password.
  4. Enter your new password and confirm it.
  5. Click Update Password.

Your new password takes effect immediately. You remain signed in on your current device.

Strong passwords

Choose a password that is at least 12 characters long and includes a mix of uppercase letters, lowercase letters, numbers, and symbols. Avoid reusing passwords from other accounts.

View your assigned role

Your profile page displays your current role: Owner, Dispatcher, Technician, or a specialized role like Inventory Manager or Asset Manager.

  • You cannot change your own role — only an Owner can modify role assignments.
  • To request a role change, contact your account Owner.

For a full breakdown of what each role can access, see Roles and permissions.

Manage notification preferences

Your profile includes a link to your notification preferences, where you control which alerts you receive, including:

  • Email notifications for job assignments and status changes
  • Push notifications on the mobile app
  • Quiet hours to silence notifications outside working hours

Click Notification Preferences on your profile page, or go to Settings → Notifications.

Technician-specific fields

Technicians have additional profile fields that influence job assignment and scheduling.

Skills and certifications

Owners and the Technician themselves can manage skills listed on the profile:

Field Description
Skills Areas of expertise (e.g., HVAC repair, electrical wiring, plumbing). Used by auto-assignment to match technicians to jobs requiring specific skills.
Certifications Professional certifications held (e.g., EPA 608, NATE). Helps Owners verify compliance and track renewal dates.

Skills and certifications are used by the auto-assignment engine to ensure the right technician is sent to the right job.

Work schedule

Technician profiles include a configurable work schedule that defines availability:

  • Working days — Which days of the week the technician is available (e.g., Monday through Friday).
  • Working hours — Start and end times for each working day.
  • Time zone — The technician's local time zone.

The scheduling system and auto-assignment engine use this information to avoid assigning jobs outside a technician's working hours.

Schedule setup

When a new Technician is added, a default Monday-through-Friday schedule is created automatically. Owners can adjust it from the team management screen or the technician's profile.

Owner: edit another user's profile

Owners can view and edit any team member's profile:

  1. Open Team Management from the sidebar.
  2. Find the user in the list.
  3. Click their name to open their profile.
  4. Click Edit Profile to update their information.

Owners can also:

  • Change the user's role
  • Reset the user's password
  • Deactivate the user's account
  • Update technician skills, certifications, and schedule

Frequently asked questions

Can I change my email address?

Your sign-in email cannot be changed once your account is created. To use a different email, contact support, or have your Owner re-invite you with the new email.

Do skills affect which jobs I receive?

Yes. If your company uses auto-assignment, the system matches your listed skills against job requirements. Keeping your skills up to date ensures you receive appropriate assignments.

Can Dispatchers edit Technician profiles?

Dispatchers can view team member profiles but cannot edit them. Only Owners can modify another user's profile, role, or schedule.

What happens to my profile if my account is deactivated?

Your profile information is preserved but you can no longer sign in. If your account is reactivated later, your profile and historical data remain intact.