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The user's page on Field Orderz is where users are added and managed for your Field Orderz company. Access levels can be set to restrict users to specific website pages. A company admin can only access the Users page. For more information on the user's page, click here: Vimeo Video

Setting up the Users page, hit the +:

  1. Name: This is the name that will be displayed when logging in and when assigning users to projects

  2. Username: The username is what is used for logging into Field Orderz

    • Username is unique across all of Field Orderz, so no two usernames can be the same

    • We recommend setting the username to the beginning portion of a user's email

  3. Email: The user's email where password resets will be sent

  4. Access Levels: These restrict the pages users can access on the website. Below is the list of what pages each access level has access to

    • Admin: Company, Divisions, Users, Orders

    • Projects: Projects, Orders

    • Services: Services, Catalogs, Orders

    • None: Orders

  5. Status: Toggles whether a user can log into the website or app

Importing a CSV list:

Companies with multiple users can import a .csv list of the users to create Field Orderz users quickly. The template file can be found here:

  1. Fill out the template file like this:

  2. On the create user screen, click choose file

  3. Select your filled-out template file

  4. Click upload

Note: Name & username columns can’t have commas in the field

Editing a User:

  • Once a user has been created, there are a few changes that can be made to the user:

    • Name

    • Email

    • Access level

    • Status

    • It can all be changed. The username cannot be changed.

  • Existing users can be deleted by clicking on the user and clicking delete user.

    • Users are hard deleted.

  • If a user's temporary password expires, a new password can be sent by clicking resend the invite

User Display Count:

The user display count at the top of the website is defined by the current number of users/ number of current licenses

  • Note that @gogtp.com, @steeltoeconsulting.com, and @whitethorndigital.com don’t take up Field Orderz licenses so the count may go above the number of licenses you have.

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