Company profile
Name, industry, address and whether it is publicly visible.
Where: Account → Company Profile
Who can: Company Admin
Account
The company's own settings. Most of it is Company Admin only; data export, scheduled reports and the integrations hub are Enterprise.
Who uses itCompany AdminPlanAll plans
On the admin side
9 featuresDashboard and the Admin paneCompany logo
Shown top left in the app, on exported documents and in every QR code. Replace or remove any time.
Where: Account → Company Profile → Company logo
Who can: Company Admin (Pro)
Module visibility
Hide a module or an Overview card from everyone below Company Admin, whatever their position says.
Where: Account → Module Visibility
Who can: Company Admin
Subscription
Your plan, your active worker count and your trial countdown. Close this company is here too.
Where: Account → Subscription
Who can: Company Admin
Billing
A secure page from the payment processor to update your card, download invoices or cancel.
Where: Account → Billing
Who can: Company Admin
Data export, scheduled reports and API keys
Pick a register, file type, when it goes and who gets it; or make a read-only API key for chosen registers.
Where: Account → Data Export
Who can: Company Admin (Enterprise)
Compliance matrix
Requirements against people across the company in one grid.
Where: Account → Compliance Matrix
Who can: Company Admin (Enterprise)
Audit log
Who did what, when.
Where: Account → Audit Log
Who can: Company Admin
Integrations hub
The read-only API is available today; webhooks, SharePoint and OneDrive, Procore and a write API are listed as on the way.
Where: Account → Integrations
Who can: Company Admin (Enterprise)
Related articles
- How your subscription and billing workWhat Subscription and Billing each show, how the trial works, what each plan costs and what happens when you switch.
- Putting your company's logo on the app and your documentsUpload your logo once under Account → Company Profile and it appears top left in the app, beside the Fieldtec mark, and top right on the documents the app exports. Included in Pro and Enterprise.
- Getting data out: exports, the API and scheduled reportsThree ways to move records out of Fieldtec — a file when you need one, a report that emails itself, and a key another program uses to read your registers.
- The Compliance MatrixOne sheet for an auditor: every position's required certificates, training, policies and documents, and what each person in that position has actually done.
- Integrations Hub: what connects todayWhat FieldTec connects to today — the read-only API, scheduled reports and Microsoft or Google sign-in — and what's listed as coming.
- Documents, deleting records, and read-only accountsHow the Documents library is organised, what each record's Changelog shows, how a Company Admin deletes a record filed by mistake or closes the company, and what read-only means.