How to Add and Manage Team Members

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.

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Steps to Add a Team Member

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1. Navigate to Team Management

• Open FieldCamp in your web browser.

• Go to Settings > Teams.

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

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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).

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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.

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4. Assign Permissions & Roles

FieldCamp provides preset roles and the option to create custom roles to control access levels.

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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.

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Custom Roles & Permissions

• Clients:

  • View assigned job’s clients.

  • View all clients (basic details or full access).

  • Create, edit, or delete client records.

• Teams:

  • View available team members and roles.

  • Manage and edit team members, including roles and permissions.

• Jobs:

  • Add visit notes, update visit statuses, and manage logs.

  • Assign, edit, or delete jobs as needed.

• Products & Services:

  • View product/service lists.

  • Manage pricing, availability, and product details.

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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.

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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.