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How to Add and Manage Team Members

Learn how to add team members in FieldCamp, assign roles, set permissions, and configure schedules.

Updated over a month ago

Managing a team in FieldCamp is simple and efficient. The Team Management section allows administrators to add new members, set schedules, define roles, and assign permissions to ensure streamlined operations.

​Steps to Add a Team Member

​1. Navigate to Team Management

team management in fieldcamp

  • Open in your web browser.FieldCamp

  • Go to Settings > Teams.

  • Click Add Team Member to open the team member creation form.

​2. Enter Basic Details

  • Profile Photo: Upload an image to personalize the team member’s profile.

  • Name: Enter the full name of the team member.

  • Email: Provide an email address for account access.

  • Phone Number: Enter a valid contact number with the country code.

  • Team Color: Assign a specific color to visually distinguish team members.

  • Password Setup Method: Choose how the team member will set their login credentials (e.g., manual or email invitation).

Adding skills to a team member will help in recomendation when auto-assigning jobs to technicians, helping dispatchers reduce their workload.

​3. Define Work Schedule

  • Edit Schedule: Set the working hours for each team member by enabling specific weekdays.

  • Start Time & End Time: Configure their availability for scheduling jobs and tasks.

​4. Assign Permissions & Roles

team member permissions

Preset Permission Levels

  • Field Technician Lite: Can view their own schedule, track work completed, and log time.

  • Field Technician Pro: Has the same permissions as Lite but with additional task-tracking capabilities.

  • Dispatcher: Can view all clients, quotes, jobs, and pricing details.

​​5. Save and Create Team Member

  • After configuring details and permissions, click Create Team Member.

  • A confirmation message will indicate that the member has been successfully added.

​6. Manage Team Members

  • Edit team member details or permissions at any time by navigating to Settings > Teams.

  • Remove inactive members by selecting Delete Team Member from the profile.

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