Articles related to creating or editing users and user groups on the Web Portal, reassigning a phone number to another mobile worker, and web portal login issues.
Overview You may need to add new admin users who will be using the web portal or field workers who will use the mobile app (but also have limited access to features of the web portal). Prerequisites Y...
Overview You may need to modify existing security roles in cases where they were created incorrectly or new groups need to be added to the role permissions. Prerequisites You need to have an account w...
Overview You may need to assign another role to a user when they move to another team or need access to specific features of Field Force Manager (e.g., reports, alerts, forms, etc.). Prerequisites You...
Overview Your managers may need to be able to start or end shifts for mobile workers using the Field Force Manager Mobile app. In this case, you need to create a user with Mobile Device Supervisor per...
Overview When you need to create a large number of Users, you can upload an XLS or CSV file with all of the required information about each user and create the accounts in bulk. This option also allow...
Overview Administrators may need to remove web user accounts and mobile workers who left the company or not using the mobile app. Prerequisites You need to have an account with Company Administrator,...
Overview Users may need to create new groups - they are used to organize workers from different teams or branches into separate units and provide access to settings, forms, job types that are availabl...
Overview You may need to add users to a different group when a user was transferred to another department or branch, or when a worker left the company but you want to keep the account for reporting pu...
Overview Managers and administrators may need to check the current status of field workers to verify if they started the shift, job, or if their location is up-to-date. Prerequisites You need to have ...
Overview You may want to check the detailed log of worker actions performed in the mobile app to be able to analyze the workers daily routine and ensure their compliance. Prerequisites You need to hav...