Set Up Workforce

Getting the most from Zoho FSM depends on how well your workforce is set up: the right users, permissions, territories, crews and skills so jobs go to the right people.

What this section covers

The articles here explain user management, profiles and permissions, service territory management, crew management, and how to set up and assign skills to your field agents.

Who this is for

Aimed at administrators setting up or maintaining a Zoho FSM organisation’s users and field teams.

Frequently asked questions

What does setting up my workforce in Zoho FSM involve?

Adding users, defining profiles and permissions, setting up service territories, organising crews, and configuring the skills your technicians hold.

Need help?

Need help setting up your workforce in Zoho FSM? Contact support@thoughtlogik.com or see our Zoho implementation services.