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Manage firm user accounts

Create user accounts and edit users at your firm

All users need an account in order to access Fieldguide. Staff members of your firm use firm user accounts. For information on client users, see here.

Manage firm user accounts

All user accounts can be accessed under Admin > Users. To view firm users, add your firm's name to the Companies filter.
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Click on a user in the list to view their profile settings.

Here you can view and edit the user's settings, such as name, email, role and permissions, notifications, MFA and security, and deactivate or delete their account.

Create a user

  1. In the Users menu, click New > Create user.
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  2. Fill out the user's name, email, and other information. Under "Company", select your firm. Then, select the user's role and permission settings.
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  3. Click Create User.

If your firm has the Firm IT Admin role enabled and has user management restricted to IT Admins only, System Admins and Firm Admins can't create or edit firm user accounts. Only users with the IT Admin role can perform these actions. See Firm IT Admin role for details.

Bulk create users

To create multiple users in bulk:

  1. In the Users menu, click New > Import firm users.
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  2. Click Download template. Open the template in Excel and populate it with your new user data.

  3. Return to Fieldguide and upload your populated file to create the new accounts.

Account activation and login

After you create the user's account, the user will receive an invitation email from [email protected]. The user must click the Get Started button in that email to activate their account.

After that, users can log into Fieldguide at app.fieldguide.io.

If your company uses SSO for Fieldguide, there are additional steps you'll need to follow to create and activate new firm user SSO accounts.

Re-sending the Activation Email

If the invitation email expires, you can re-send it to the user.

  1. In the Users menu, click on the user to view their account settings.

  2. Click Re-send invite.
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Deactivate or delete a user

To deactivate a user's account and prevent them from logging in:

  1. Go to the user's profile in the Users menu.

  2. Scroll down to the Deactivate and Delete section.

  3. Click Deactivate.
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To permanently delete a user's account:

  1. Follow the steps above to deactivate the user.

  2. Click Delete User.
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