Add client users into Fieldguide to enable your clients to begin working on engagements.
Create Client Users
Add the users
Navigate to Settings > Users and click ➕User
Alternatively, you can add a user directly from the Company screen. Click Companies, select the company in which you would like to create a user, then click the blue + User button and follow the steps above.
Setup Fields
Enter the client users' first name.
Enter the client users' last name.
Enter the users' email address
This will be their login ID when logging into Fieldguide.
Select the company for the client user.
This may be pre-filled in if you accessed the new user area from the company module.
Select the role for the client user.
See this article for more information on the differences between roles.
Click Create User.
Once Create User is selected, the Client User will immediately receive a welcome email with a link to access Fieldguide.
Viewing and Editing an Existing User
Navigate to the Users screen
Select the User
Adjust any notification settings or other fields
Select Update User
Sending an Open Items List
Should you need to send your client an instant, complete open items list, click the Send Now button on the User's screen.
Removing a User
Navigate to the Users screen
Select the User
Choose Deactivate User to disable the account. The account will remain in Fieldguide but the User cannot access Fieldguide. This process can be reversed by then choosing Activate User.
To permanently Delete a User, the user must first be deactivated. Once deactivated, Delete User can be selected.