Article

(AI KB) FDC User Management

By Bailee Thomas Updated

Purpose: Enable self-service administrative management of users, free up seat counts to be used by new technicians, and other settings through the Portal to improve usability and know when to contact AI Technical Support for inactionable items like deleted users.


 Applies to: Internal & External

Items Required: 

  • Portal Website (Default: Portal) - Note: Your company may have their own direct portal link.
  • Admin Login (User & Password)

Steps:
 

Section 1

Create a New User:

  1. Login with an existing Admin Account to your Portal.
  2. Click the 'User Management' tab.
  3. Verify a seat is open on the account - This is listed as #Used of #Total per permissions level as shown below.
    •  If no seats are available - A new seat can be purchased, or you can deactivate an existing seat through the steps outlined in Section 2. 

  1. Click 'Create or Modify' Users button
  2. Click 'New User'

User Setup:

  1. Enter First and Last Name.
  2. Enter Email.
    *Note: Email will be the username used for future logins, this email cannot be changed once created
  3. Select 'User Type' from the dropdown and select 'Mobile User' for FDC.
  4. Click 'Save'.

Once the user is successfully set up an email be sent to them to set their password.  If the password link expires, they can go to the Portal site and click 'Forgot Password' on the login screen.

 


 

Section 2

Edit, Deactivate and Delete Users:

  1. To edit an existing user, click on the 'User Management' tab and click the 'Create or Modify Users' button.
  2. Click the pencil next to the user you would like to modify.

 

Modifying a User:

  1. Unchecking the 'Active' checkbox will prevent the user from logging in, and free up an FDC seat for another user.  
  2. Deleting a user cannot be undone through an Admin account. 
    • If a user is deleted by accident, please contact AI Technical Support for assistance.  A deleted user can only be reinstated by AI Technical Support.
  3. The name and user role can be modified, but not the email.

 

Expected Result: Enable self-service for FDC Account Administration & Help identify issues AI Technical Support will need to assist

Common Issues: 

  • Do not have an available seat
  • Email is assigned to another account
  • User is deleted

Related Articles: 

Review Info: Sidney Roles - 10/22/2026 2:45 PM CST

Date of Publish: 10/22/2026

 

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