Add team members to FieldCamp so they can access jobs, clients, and schedules. Each team member gets their own login and sees only what their role allows.
Invite a team member
Go to Settings → Team Management (under the Company section).
Click Add Team Member.
Enter their name and email address.
Select a role — this controls what they can see and do in FieldCamp.
Click Save.
The team member will receive an email invitation. Once they accept and set their password, they can log in to FieldCamp.
Tip: Not sure which role to assign? See Roles & Permissions for a full comparison of what each role can access.
Roles
FieldCamp has four built-in roles:
Admin — Full access to everything, including billing, team management, and all settings
Dispatcher — Broad operational access (clients, jobs, scheduling) without delete permissions
Field Technician Pro — Mid-level field access: view assigned clients and jobs, create own records
Field Technician Lite — Basic access: calendar events and assigned visits only
You can also create custom roles with specific permissions (Pro plan required). See Roles & Permissions for details on creating custom roles and the full permission breakdown.
Team member profiles
Each team member has a profile with:
Name and email
Phone number
Role — Determines their permissions
Skills — Used by AI Dispatcher for intelligent job assignment
Equipment — Track what equipment they carry
Labor rates — Hourly, overtime, and emergency rates for job cost tracking
Start/end address — Used for route optimization
Note: Skills, Equipment, and Job Type settings are configured in Settings under the Jobs & Scheduling section (requires AI Dispatcher add-on).
What team members see
What a team member can see depends on their role and permissions:
viewAll — Can see all records (all clients, all jobs, etc.)
viewOwn — Can only see records they created
viewAssigned — Can only see records assigned to them
For example, a Field Technician Lite will only see Calendar and Visits in their sidebar because those are the only modules they can access. The sidebar automatically adjusts based on permissions.
Password management
Team members set their own password when they accept the invitation. If a team member forgets their password, they can use the Forgot Password link on the login page to reset it.
As an admin, you cannot see or reset a team member's password directly.
Removing or deactivating team members
Go to Settings → Team Management.
Find the team member you want to remove.
Click the actions menu and select Remove or Deactivate.
Deactivated team members lose access to FieldCamp but their historical data (jobs, notes, etc.) is preserved.
Important: Removing a team member does not delete their past work. Jobs, visits, and notes they created remain in the system.
Related Articles