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:
Role | Access Level | Typical Use Case |
Admin | Full access to everything, including billing, team management, and all settings | Business owners, office managers |
Dispatcher | Broad operational access (clients, jobs, scheduling) without delete permissions | Scheduling coordinators, operations staff |
Field Technician Pro | Mid-level field access: view assigned clients and jobs, create own records | Senior technicians, team leads in the field |
Field Technician Lite | Basic access: calendar events and assigned visits only | Junior technicians, subcontractors |
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:
Permission Level | What They See | Example |
viewAll | All records across the organization (all clients, all jobs, etc.) | Admin sees every job created by every team member |
viewOwn | Only records they personally created | Dispatcher sees only the jobs they created |
viewAssigned | Only records assigned to them | Field Tech Lite sees only visits 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.
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FAQ's
How many team members can I add?
How many team members can I add?
There's no hard limit on the number of team members in FieldCamp. Your plan determines pricing per user — check Plan & Billing for current per-seat pricing. You can add as many team members as your business needs and manage costs by deactivating members who no longer need access.
Can I change a team member's role after they've been added?
Can I change a team member's role after they've been added?
Yes. Go to Settings → Team Management, click on the team member's profile, and change their role from the dropdown. The change takes effect immediately — their sidebar and permissions update the next time they load FieldCamp. No re-invitation is needed.
What's the difference between Remove and Deactivate?
What's the difference between Remove and Deactivate?
Deactivate keeps the team member's profile in your account but revokes their login access. Their name still appears on past jobs and records for historical accuracy. Remove permanently deletes the team member from your account. In both cases, the work they created (jobs, visits, notes) is preserved. Use Deactivate if there's any chance you'll need to restore access later.
Do team members need their own email address to join?
Do team members need their own email address to join?
Yes. Each team member needs a unique email address to receive their invitation and set up their login. Shared or generic email addresses (like [email protected]) are not recommended because each person should have their own credentials for security and audit tracking purposes.