Manage Field Employees Profiles

Create a Field Employee

  1. To create a field employee account, click the + Add New button at the upper right-hand corner of the Field Employees table. Go here for the detailed instructions.

Update the Field Employee’s Profile and Permissions

  1. From the Field Employees table, click the 3-dot menu to the right of the user name to be edited.
  2. Select Edit.
  3. Update the user information or permissions from the Edit Field Employee window.
  4. Save the changes.

Activate a Field Employee User

  1. Go to the Inactive Field Employees table.
  2. Click the 3-dot menu to the right of the inactive user name to be activated.
  3. Select Activate. The Field Employee’s name will be transferred to the Active Field Employees table.

Deactivate a Field Employee User

  1. From the Active Field Employees table, click the 3-dot menu to the right of the active user name to be deactivated.
  2. Select Deactivate.
    1. To deactivate multiple users, tick the checkboxes to the left of the employees to be deactivated. 
    2. Click the Actions button at the upper right-hand corner of the table.
    3. Select Make Inactive.     
  3. A warning window will come up. Click the OK button to continue with the deactivation and Cancel to discontinue.

     

  4. The field employee’s name will be moved to the Inactive Field Employees table.

Delete a Field Employee User 

  1. If a field employee has an active status, deactivate this first.
  2. From the Inactive Users table, click the 3-dot menu to the right of the user name to be deleted.
  3. Click Delete.
  4. A warning window will come up. Click the OK button to continue with the delete action and Cancel to discontinue.
  5. The user’s name will be removed from the list of field employees.