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Change Default Modules for New Employees

Modified: 23 Sep 2026 Vista Field Service Administration Help

Change the default modules that are available to new employees.

All new users have access to Earnings and Personal Info by default. However, you can change this default profile in Portal Settings. Any changes you make to the default profile affect only new users added to the portal (new employees added to the PR Employees module in Vista) or new companies enabled in your portal.

To modify access for individual or existing users, see the User Access page. Users who have not been granted access to a module cannot log in to the portal.
Important: Granting users access to modules impacts your license count, which may affect your bill. See About User Counts for help determining the number of active users in the system.
  1. Select Admin > Portal Settings > Security / Login.
  2. Select Default Profile.
  3. Select the checkboxes for the modules to make available to all new employees added to the PR Employees module in Vista.
    Some options are visible only if you have selected Show Advanced Settings at the top of the Portal Settings page.
    • Include Checklists in default profile (advanced setting)
    • Include Earnings in default profile
    • Include Expenses in default profile
    • Include FM Grid Timecard in default profile
    • Include HR Grid Timecard in default profile
    • Include HR Timecard in default profile
    • Include Personal Information in default profile
    • Include Time Off in default profile
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