Employee Management
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      How do I manage my User Settings?

      This article will guide you through configuring all the essential settings for getting your Fixably user account ready to use.

      User settings

      Your User Settings help you customize Fixably to your needs. You can easily change appearance themes, manage personal account settings for any OEM integrations, and create custom Order Lists with the various settings.

      There are three tabs in User Settings:

      • General
        • General - Choose your Role, Shop, and Store locations. Add your Signature.
        • Appearance - Choose your Fixably theme.
        • Password - Change your password.
        • Printouts - Choose how your name is displayed on Printouts. 
      • Order Lists
      • Integrations
        • GSX - Manage your personal Apple GSX settings.
        • Slack -  Connect your Slack account to receive notifications.
        • API - Generate a token to access the Fixably API.

      General

      1. From the Fixably Home Screen, click on your User Menu.
        Click on your name

      2. Click User Settings.
        Select User Settings

      3. Under the General tab, there are four options to choose from General, Appearance, Password, and Printouts.
        Go to User settings

      4. Under the General tab, click on Expand to open your settings. 
        Click on General -> Expand

      5. Select your Role from the drop-down menu: Technician, Shop assistant, or Logistics.
        Select your Role from the drop-down menu: Technician, Shop assistant, Logistics

        Technician - shows the technician's name in the dropdown for the handler and also in the technician's efficiency list.
        Shop assistant - has an idle mode, where the system will log out automatically and show the name of who was logged in after 10 minutes of being idle. There is also an option that stores data only on cookies.

      6. If your company has more than one store configured, you can select the Default Store from the drop-down list.
        If your company has more than one Store, you can select Default Store from the drop-down list

      7. If your Company has more than one location configured, you can select the Default service location from the drop-down menu. A default location is required for Fixably to function correctly (for example, viewing the next available Order or sending emails).
        If your Company has more than one Service locations, you will see the list of available locations.

      8. Choose if new orders are automatically received into your service location: Disabled, Receive into service location, Receive into Store.

      9. Check-boxes provide additional control over how Notifications are handled: View order with events, Notifications to email, Notifications to store or location, and Reception computer.
        Select one of the following: Disabled, Receive into service location, Receive into store

      10. If required, add your Signature.
        Screenshot 2021-09-27 at 14.34.30

      11. Once you have finished entering your settings, remember to click Save Settings.
        Once done with Personal Settings, click on Save Settings button

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      Appearance

      1. In User Settings, click on the Expand button next to Appearance.
        Go to User settings

      2. Select one of the available Fixably Themes: Default, Light, Dark (Early access), Fixably (Early access).
        Click on Default Light Dark (Early access) Fixably (Early access)

      3. Once you have selected your theme, click on the Save Settings button.
        Click on Save Settings

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      Password

      1. In User Settings, click on the Expand button next to Password.
        Click on Password Change your password. Expand

      2. To change your user password, enter and confirm your New Password. To complete the reset, enter your Current password. Please note that you must enter your current password to change your password.
        Type password

      3. Click on the Save Settings button.
        Click on Save Settings

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      Printouts

      1. In User Settings, click on the Expand button next to Printouts.
        Click on Printouts PDF printout settings. Expand

      2. Enter your display name.
        Click on Your display name

      3. Click on the Save settings button.
        Click on Save settings

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      Order Lists

      1. From the Home Screen, click on your name.
        Click on your name

      2. Click on User Settings.
        Click on User Settings

      3. Go to the Order lists tab.
        Go to Order lists tab

      4. Click on the Expand button.
        Click on Expand

      5. Prior to creating your first New Order list, scroll down and click on the Restore default lists button to restore the most commonly used Order lists in Fixably.

      6. Warning! The Restore Default lists button will remove your existing lists! If you have previously created any Order Lists, DO NOT press this button. 
        before you start creating New Order lists, scroll down and click on Restore default lists button

      7. Warning! The Restore Default lists button will remove your existing lists! If you have previously created any Order Lists, DO NOT press this button. 

      8. A list will appear showing the Default Order Lists as well as their associated parameters. 
        Screenshot 2021-09-29 at 11.48.14

      9. To create a New Order List, enter the name for your Order List in the name field, and specify any required Parameters in the Parameters field. Once complete, click on Create order list button.
        Enter the name for your Order List in Name field, and specify parameters in Parameters field, once done, click on Create order list button

      10. Scroll down to see the available list of Parameters and Placeholders. 

      Parameter Name

      Explanation

      ORDER DETAILS

      		  
         
      queue List orders associated with a specific queue(s).
      status List orders associated with specific Repair Statuses.
      location List orders associated with a specific location(s).
      internal List orders associated with a specific Internal Location.
      handler List orders associated with a specific employee(s).
      Store List orders associated with a specific store(s).
      device Lists orders with a specific device ID(s).
      reference Lists orders associated with a specific string of text in the Customer Reference field
      provider Lists orders associated with a specific order provider. For example, DST (Telia).
      identifier Lists orders associated with a specific identifier from a order provider's external system.
      tags Lists orders that contain specific order or customer Tags.

      SHIPMENT DETAILS

      		  
         
      delivery List orders associated with a specific delivery method(s).
      delivery_type List orders associated with a delivery type(s).
      delivery_carrier List orders associated with a delivery carrier(s).
      transit_origin Lists orders depending on their transit status.

      CUSTOMER DETAILS

      		  
         
      user List orders associated with a specific customer(s).
      contactName List orders associated with a specific End User's Name.
      contactPhone List orders associated with a specific End User's Phone number.
      contactEmail List orders associated with a specific End User's Email Address.

      OTHER OPTIONS

      		  
         
      asc Reverses sorting order of the Order List.
      open Lists any orders that are currently open.
      closed Lists any orders that are currently closed.
      in Lists orders where the Internal Location is set to in-service or in-transit.
      out Lists orders where the Internal Location is set to with-customer.
      draft Lists orders that have not been received into the service queue.
      notdraft Lists orders that have been fully-added to the service queue.
      repair Lists orders that have an associated Repair.
      open_repair Lists orders that have an associated Open Repair.

      For a more detailed explanation of Order Lists, click here. 

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      Integrations

      1. From the Fixably Home Screen, click on your User Name Menu.
        Click on your name

      2. Click on User Settings.
        Click on User Settings

      3. Go to the Integrations tab.
        Go to Integrations tab
      4. You will see the Integrations available to you personally. The three default ones are GSX, Slack, and API.
        Here you will see the integrations that are available to you, the three default ones are: GSX, Slack, API

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        GSX

        1. To open your GSX settings, click on the  Expand button.
          To open GSX settings click on Expand button
        2. In the Apple ID field, enter the email address you registered with your GSX account.
          In Apple ID field enter your email address that is registered with GXS account

        3. In the Activation Token field, enter your token. Apple grants activation tokens.
          In Activation Token field enter your token. Activation tokens are granted by Apple

        4. If your token has expired, or you don't have one as of yet, click Request a new activation token by clicking here.

          Screenshot 2021-09-29 at 13.15.09

        5. You will be redirected to Apple API Token Portal, where you would need to log in with your credentials and follow instructions on the website.
          You will be redirected to Apple API Token Portal, where you would need to log in with your credentials and follow instructions on the website.

        6. In the Tech ID field, enter your Name/ID.
          In Tech ID field enter your Name/ID

        7. Check Show Tech ID on printouts If you want the Tech ID visible on the printouts.
          Check Show Tech ID on printouts If you want the Tech ID visible on the printouts

        8. In Reference used in repairs field, enter the reference you prefer to be visible on repairs.
          Screenshot 2021-09-29 at 12.58.11

        9. Select the check-box Populate repair details if you want automatically populate issue and diagnosis from order details.
          Select the check-box Populate repair details if you want automatically populate issue and diagnosis from order details

        10. When complete, click Save Settings.
          Once done editing, click on Save Settings button

         

         

         

         

         

         

         

         

        Slack

        1. To open settings for Slack integration.
          To open settings for Slack integration

        2. Click on Expand button.
          Screenshot 2021-09-29 at 13.29.07

        3. Enter your Slack Username to enable notifications.
          Enter your Slack Username to enable notifications

        4. Once done, click on the Save Settings button.
          Once done click on Save Settings button

        5. You can also test the integration by clicking on the Test integration button.
          You can also Test integration by clicking on Test integration button

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        1. To access API token settings on Expand button.
          To access API token settings on Expand button

        2. Click the Regenerate token button to enable access to Fixably API.
          Click Regenerate token button to enable access to Fixably API

        3. For additional information, click on Check out the API Documentation link.
          For additional information click on Check out the API Documentation link

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