Users Page

Owned by Elijah Thompson (Deactivated)
Last updated: Aug 08, 2023
3 min read

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, Packages

    • Projects: Projects, Packages

    • Services: Services, Catalogs, Packages

    • None: Packages

  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 and @steeltoeconsulting.com don’t take up Field Orderz licenses, so the count may exceed the number of licenses you have.