There are multiple user roles that you can assign to team members on FieldPulse depending on their role in your business. Each user role comes with different permissions and capabilities within FieldPulse. As an administrator, you can customize what each user will have access to.
Administrator
Administrators have full access to the FieldPulse account. This role is best assigned to the company owner and the office manager. Their permissions include:
Full account access
Update and change FieldPulse billing preferences
Create and edit customers
Create and edit jobs and subtasks
Create, edit, and send estimates and invoices
Create, edit, and send purchase orders
Create, edit, archive, and view assets
View and edit team schedules
View and edit all customers
View team member geolocation tags
Track, edit, and view team timesheets
Full reporting capabilities
Not seeing the Admin role?
When you go to add a new user, under the Role drop down, you will select Team Manager. You will notice a field to the left appear that says Assign as Company Admin. You will toggle that on if you want to assign this user as an admin.
Team Manager
Team Managers can create and assign work to their team members. Each Team Manager can be assigned to lead multiple teams. They do not have the ability to view Company Settings or other teams' schedules. Their permissions include:
Customers:
Create, edit, and view customer list
View all customer communications
View inbound leads list
Work:
Create, edit, and view jobs assigned to them and their team
Sales:
View item list and create line items
View, adjust, and/or count inventory items at other hubs
Create, edit, and view estimates and invoices
View unit cost and/or price on estimates and invoices
Create, edit, and send purchase orders
Create, edit, archive, and view assets
Use pricebook
Hide line items in groupings from the pricebook (mobile app only)
Make FieldPulse Payments and/or refunds
Other:
Use timesheets
View internal activity on records
Create and view notes (personal and company-wide)
Ability to use the reporting feature
The permissions listed below are standard for team managers but can be toggled on/off to meet your needs. To learn where to make these changes, visit the Adding New Users article.
Service Agent
The Service Agent role is designed for technicians out in the field. Their permission settings can be adjusted as desired. Their permissions can include:
Customers:
View assigned customer profiles
Call or SMS customers from native phone
Work:
Create jobs assigned to themselves
Open jobs assigned to other user from the customer profile
Create job reports
Create subtasks on assigned jobs
Edit subtasks created by other users
View subtasks not assigned to them on jobs
Create and view maintenance agreements
Sales:
View item list and create line items
View, adjust, and/or count inventory items at other hubs
Create, edit, and view the estimates and invoices for their assigned jobs
View unit cost and/or the price of items on estimates and invoices
Create, edit, and send purchase orders
Create, edit, archive, and view assets
Use pricebook
Hide line items in groupings from the pricebook (mobile app only)
Make FieldPulse Payments and/or refunds
Other:
Track time and timesheets
View internal activity on records
Create and view notes (personal and company-wide)
The permissions listed are standard for service agents but can be toggled on/off to meet your needs. To learn where to make these changes, visit the Adding New Users article.
Ability to View Customer List Page Toggle
Functionality: When this permission is enabled, Service Agents will see a Customer List tab in their sidebar.
Visibility Control: The customers displayed in this list are determined by the existing Customer List Visibility & Record Access Dropdown setting in the User Feature Permissions. This ensures that agents only see customers they are permitted to view.
Admin Control: This feature gives Admin users greater control over what Service Agents can see, while maintaining tight visibility permissions.
Limited Agent
The Limited Agent role is designed to see the work they are assigned via the mobile app only. This user can be assigned to a team. Their permissions can include:
View customer name, location, job date/time, assigned team members, status, notes, field notes on job record, view job files
Upload files
Utilize both general and job timesheets
Geostamp and Time Clock
Limited agents can clock in and out, and a geostamp of their location will be captured, as long as the user has location sharing enabled for the FieldPulse app on their device.
Location tracking is a standard feature of the time clock functionality. When any user, including a limited agent, clocks in or out, the system automatically captures a GPS stamp of their location. This helps verify where the user was when they started or ended their shift. The feature relies on the user's phone settings; if location services are disabled for the FieldPulse app, a geostamp will not be recorded.
Assignment User
This user is designed to receive an email outlining the job details. This user does not have access to the FieldPulse app or the ability to use any of its functionality. Contractors are a great example of an Assignment User. Their permissions can include:
Ability to be assigned to jobs, tasks, and subtasks
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.