Create the company
Company name, your name and email: that is the whole form. You become the company's first Company Admin and are asked to set up two-step login.
Where: fieldtec.ca → Get started
Who can: Whoever signs the company up
Your first day as an admin
Signing up a company takes the company name and your own name and email; you become its first Company Admin. A brand-new company lands on a checklist of four things worth doing before inviting anyone.
Who uses itAdminCompany Admin
Step by step
6 featuresGet your company set up
Four items: Account, Organization, Locations and Assets. Do them in any order. Each one ticks itself off from real data, such as adding a worker, not from a click.
Where: Dashboard → Get your company set up
Who can: Company Admin
Add your logo
Account → Company Profile → Upload logo. It shows top left in the app, top right on exported documents and in the middle of every QR code. Pro and Enterprise.
Where: Account → Company Profile
Who can: Company Admin
Positions before logins
A login takes its permissions from a position, so give each worker one first (Role & status). FieldTec won't send a login email to a worker with no position.
Where: Organization → Workers → worker → Access
Who can: Admin
Decide who sees what
Each position has one Permissions table with a row per module. Its Personal side (Shown or Hidden) is set here; an Admin's own side is set on that person's profile, under Access. Overview cards and extra rights sit underneath.
Where: Organization → Positions → Permissions
Who can: Admin
Setup lives behind the Setup button
In each module the everyday tabs come first. Builders, types and settings sit behind Setup at the end of the tab row; press Done to come back.
Where: Any module → Setup
Who can: Admin
Related articles
- Signing up a company as adminCreating the company account, and the checklist that greets a brand-new company right after — the four things worth doing before inviting the crew.
- 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 a worker signed inThe three ways to get someone into FieldTec from their worker page (login email, temporary password, reset email), what each is for, and what the worker sees.
- Setting a position's permissions (personal pages and cards)Step by step: show or hide a position's personal pages and Overview cards, and save once. Admin access is set on each Admin's own profile.
- How permissions workWho can see and do what: the position sets everyone's own side, an Admin's access is set on their own profile, and a Company Admin can switch a module off for everyone.
- Locations: building the tree, managers and notification routingLay out Corporate, divisions, sites and areas, give each its managers and weather point, decide how far up incident notices go, and archive a site that's finished.