In FieldPulse, 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.. This allows for better organization and delegation of tasks, as well as scheduling. Your company may choose to operate as 1 team or multiple teams based on your business needs.

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Creating a Team

As every business must have at least one team, a team called “Default Team” is automatically included in your account. It can be renamed and modified as necessary, and additional teams can be added. Select Company Settings from the left-side menu, then select User Accounts and then the Teams tab. On the Teams tab, click Create New. Enter a team name (and description if needed), select the team manager(s) and team member(s), and click Save to create the new team. (Note: Only Administrators and Team Managers can serve as managers on a team, while any role can be designated as a team member.) Your teams will display like this:

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Setting Team Order

The order teams appear in throughout FieldPulse, including assignment fields on jobs, site visits, subtasks, and material lists, the team assignee field on projects, and the Schedule Dispatch view, is controlled from the Teams tab. To reorder teams:

1. Go to Company Settings, then User Accounts, then the Teams tab.
2. Find the drag handle icon to the left of each team name.
3. Drag a team up or down to change its position in the list.

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Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.