Workers
Add a worker and send their login. Their page has Overview, Compliance, Details, Access, Team and History, with five numbers in the header.
Where: Organization → Workers
Who can: Admin
Organization
Who works here, what each position can do, and how the company is laid out. Access works in three steps: your plan, then the person (their position sets their own side; an Admin's side is set on the person, under Access), then the company-wide switch in Account → Module Visibility.
Who uses itAdminCompany AdminPlanAll plans
On the admin side
10 featuresDashboard and the Admin paneActive / Inactive
The one place a worker's status changes. Inactive takes them off the roster and every live list, and keeps their history.
Where: Worker → header → Active
Who can: Admin
Sensitive fields and private notes
SIN, pay, medical and home address, and private HR notes, each behind its own right.
Where: Worker → Details
Who can: View Sensitive Fields / View Private Notes rights
Positions and the Permissions table
One row per module with the Personal side (Shown or Hidden); the Admin column reads Set on each Admin's profile. Then Overview cards and extra rights. One Save.
Where: Organization → Positions → Permissions
Who can: Admin
Admins
Everyone with Admin or Company Admin, with their position and tier badge; each opens their worker record. An Admin's access is set on that person's own Access tab, and only a Company Admin can change it; there is no separate Admin tier screen.
Where: Organization → Admins
Who can: Company Admin
An Admin's access, on the person
On the worker's Access tab, press Make Admin, then set each module Off, View, Edit or Delete (each level includes the ones before it) and any extra rights. Every module starts Off, and an Admin needs at least one on. Copy access from another Admin to start quickly.
Where: Worker → Access
Who can: Company Admin
View as
Open a worker's account exactly as they see it, for troubleshooting, with a permanent record of who and when.
Where: Worker → Access
Who can: Company Admin, or granted Admin
Levels and the Org Chart
Name and order your levels, give each position one, and the chart lays everyone out in those bands, grouped under their supervisor. Download PDF.
Where: Organization → Org Chart
Who can: Pro
Subcontractors
The contractor list: contacts, WCB clearance and insurance documents, and the workers on each crew (Pro). Prequalification, risk evaluation, yearly review and contractor logins are Enterprise.
Where: Organization → Subcontractors
Who can: Admin (Pro; prequalification Enterprise)
Reporting lines
Set once on the person: their supervisor. A worker can't report to themselves or loop back up the chain.
Where: Worker → Details → Supervisor
Who can: Admin
Related articles
- 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.
- Levels, positions and the Org ChartSet up your company's own levels, give each position one, and the Org Chart lays everyone out in those bands, top to bottom, grouped under the person they report to.
- A worker's profile, for adminsEverything about one worker on one page: the header, Active or Inactive, compliance at a glance, and where each detail is changed.
- 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.