Manage Field Employees Profiles

Managing Field Employee Profiles

To manage Field Employee profiles and permissions, go to Settings > Field Employees > Manage Employees.

Create a Field Employee Profile

1. Click the Actions button in the top right corner of the Field Employees table.
2. Follow the detailed instructions to set up the new account.

Update a Field Employee’s Profile & Permissions

1. Find the employee in the list.
2. Click the 3-dot menu on the right and select Edit, or click anywhere on their row to open edit mode.
3. Make necessary updates and click Save.

Note: You cannot edit profiles of Deactivated or Archived employees unless they are reactivated first.

Deactivate a Field Employee

Deactivate an employee if they will be inactive for a period of time instead of archiving them.

1. Find the employee in the list.
2. Click the 3-dot menu and select Deactivate.
3. A confirmation window will appear. Click Yes to confirm or No to cancel.

Deactivating Multiple Employees

• Select multiple employees by ticking the checkboxes next to their names.
• To deactivate all employees, tick the checkbox at the top of the column.
• Click the Actions button and select Make Inactive.

What Happens When an Employee is Deactivated?

• They are moved to the Inactive Employees table.
• They can no longer log in.
• Any assigned Mobile App license is released and becomes available again.

Reactivate a Deactivated Field Employee

1. Go to the Inactive Employees table.
2. Find the employee and click the 3-dot menu.
3. Select Activate.
4. Confirm by clicking Yes.

What Happens Next?

• The employee moves back to the Active Employees table.
• Update their information and ensure they can log in.

Archive a Field Employee

Field Employee profiles are never deleted to preserve records. If an employee leaves the company, archive their profile.

1. Go to the Inactive Employees table.
2. Find the employee, click the 3-dot menu, and select Archive.
3. Confirm by clicking Yes.

Note: You must deactivate an employee before archiving them.

Reactivate an Archived Field Employee

If a former employee returns, reactivate their old profile instead of creating a new one.

1. Go to the Archived Employees table.
2. Find the employee, click the 3-dot menu, and select Activate.
3. Confirm by clicking Yes.

What Happens Next?

• The employee moves back to the Active Employees table.
• Update their information and ensure they can log in.