Users are people who use your company's FieldCentral software. These include the owner(s), managers, foremen, field technicians, accountants, and 3rd party users.
To add new users go to Settings \ User Maintenance
1) Settings
2) User Maintenance
Click on the Plus symbol
- Email Required. When a new user is saved, an email is sent to this email address for them to create their password.
- Role Select a role for this user.
- First Name Optional. This new user's first name.
- Last Name Optional. This new user's last name.
- Phone Number Optional. This new user's phone number.
- Crew Optional. A crew is a column on the schedule screen that is set up in People. All your crews will be listed in this drop down. Select a crew for this user.
- Active Yes/No. Only active users can access the software.
Click Save Changes
To edit an existing user, hover your mouse and double-click the row to be edited. Make your changes and click Save Changes when done.