Adding New Users
Updated over a week ago

Ready to expand your team? Add new users to your FieldPulse account. (Note: Only the company administrators have the ability to create new user accounts.)

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 needs a unique name, email, and password. Each user also must be designated as an Administrator, Team Manager and Service Agent. The different roles provide different levels of access to the application and company data.

Creating User Accounts

To create a new user, navigate to Company Settings, then User Accounts, and select Create New.

Click on add…

Now you will need to fill out the basic information for the new user:

  • First Name, Last Name, and Email are required fields.

  • Set Password can be left blank, and will automatically send a password reset link to the new user's email address. If you prefer, you can set a standard password for the user.

  • Notes can include any details you'd like to include on this user. This could include availability, restrictions, license numbers, expiration dates, etc.

  • Hourly Billing Rate indicates how much your company charges the customer when this user works.

  • Hourly Cost Rate indicates the hourly cost to your company when this user works.

    • Team Manager (can enable as an Admin)

    • Service Tech

    • Assignment Role

  • Teams Assigned as Team Member indicates which teams this user will be part of. The user will automatically be included in the default team, but can be added to other teams as well. Click here to learn more about teams.

Click on Add Team Member
Click on Add Tags

You can also use the User Feature Permissions button to further customize the permissions of the new user.

Once the new user account is ready, click Save to save the new account and an automatic welcome email will be sent to the email address for this new user to log into their account.

Video Tutorial

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