Letting your FieldTec rep in

Your FieldTec rep can help you set up: forms, inspections, locations and the rest. They get in only if a Company Admin lets them in, and only to the modules you choose.

Letting them in

1. Go to Account, Company profile, and find Your FieldTec rep.
2. Type your rep's name and email.
3. Choose what they can help with. The setup modules start on; incidents, claims and HR files start off.
4. Press Let them in. Your rep gets a sign-in link by email.

What your rep can and can't see

• Only the modules you turned on, at the level you chose.
• Never private worker details such as addresses, emergency contacts or blood type.
• Your rep doesn't count as one of your workers: they aren't in your worker list, your compliance numbers, your notices or your bill.
• Everything they change is in your activity log under their name.

Changing or ending it

Change what they can do, send a new link, or press Remove. Removing takes effect straight away, and what they did stays on record.