This guide is designed to further explain the relationship between Teams, User Accounts, and Roles while also walking you through, step by step, how to create teams and user accounts in FieldPulse.
Difference between a 'Team' and a 'User' in FieldPulse
The main difference between a 'user' and a 'team' is that a user has a unique login account with specific access permissions, while a team is a collection of users who are assigned to work together under a common name.
This allows for better organization and delegation of tasks, as well as scheduling. In summary, a user is an individual who has access to FieldPulse, while a team is a group of users who work together on specific tasks or projects.
Your company may choose to operate as 1 team or multiple teams but at least 1 team is required.
Team Managers can create and assign work to Team Members and view all of their scheduled work. However, only certain User Accounts can be designated as a Team Manager depending on their role.
Only Manager (or Admin) role can be designated as a Team Manager.
Team Members can be assigned work as part of the team. Unlike Team Managers, any user/role can be designated as a Team Member of a Team, including Team Managers.
The roles include:
User Accounts created by the company admin are required in order to login and use FieldPulse. Only the company administrators have the ability to create new user accounts for the company. User accounts use the individual’s email address as their login ID, and a password can either be created by the admin or created by the user after creation. Each user account requires a designated role, which include Manager, Service Agent and Assignment Role. The different roles provide different levels of access to the application and company data (click here to learn more about the roles and their abilities).
Creating User Accounts
Below you will find a video tutorial as well as a step by step guide on how to create new teams in FieldPulse. By default, your company is automatically setup with a team called ‘Default Team’ but it can be renamed and modified as necessary.
1) Select the ‘Company Settings’ option from the menu and then select the 'User Accounts’ tab and then the 'Teams' tab.
2) On the Teams page, click 'Create New'
3) Enter a Team Name (and description if needed), select the designated Team Managers and Team Members, and click ‘Save’ to create the new team
Note, all managers and all team members are selected by default.
4) Hit save and voula!
Congratulations! You just learned more about team structure, how to add new teams and user accounts. If you need any help with team structure and creating teams, please email firstname.lastname@example.org.
How can we reach you?
We’re available Monday-Friday 8:00am -6:00pm CST
US Customer Success Team Phone: 469-382-5668