See how FieldPulse users, roles, and teams control access and organize your crews, and find every guide for adding users and creating teams. Who uses this: Admins assign roles and adjust permissions. Availability: All regions.
Overview
A user account uses the person’s email address as their login ID. A user role is a preset bundle of permissions attached to a user, and the role decides what that person sees and does across customers, jobs, scheduling, sales, and reporting. FieldPulse has five roles: Administrator, Team Manager, Service Agent, Limited Agent, and Assignment User. A team groups users together so you can delegate and schedule work by crew instead of from one long list of individuals. Every account includes a team called Default Team automatically.How it works
- Add users: Create the account in Company Settings > User Accounts, assign a role, and add the person to one or more teams.
- Set roles: Each role carries a preset bundle of permissions you can adjust.
- Build teams: Group users and assign managers and members.
- Check locations: See each team member’s last known location on the Team Members page.