To view all users
Types of Users
There are four different types of users in Field ID, Administration, Inspection, and Reporting which have a cost associated with it and Person which is free to add.
Administration Users has the potential to access all of the features and is controlled by defining permissions.
Inspection Users can only perform and edit events and these too are controlled by defining permissions.
Reporting Users can search for data, run reports and may be added to Groups.
Person is only available for the tracking of assets, it allows you to assign an asset to a person eg. Fall Arrest Harness to an employee. There is no cost in creating a Person, they do not receive emails when an asset has been assigned nor do they have access to Field ID. They will receive an email when corrective action is assigned to them.
Adding a new User
To add a new employee user click on Setup > Owners, Users & Locations > Manage Users the click the Add Usertab on the right side. Depending on the type of users you have purchased you will be asked to select what type of user account you would like to add, Administration, Inspection, Reporting, or Person.
Once you select the type of user you would like to add, you will be taken to a form to enter the user details.
Usage Based User - Unlimited Amount
This user is only seen when the unlimited user license has been purchased. The purpose of the usage based user is to create an unlimited amount of accounts to perform inspections with a pre-purchased amount of events. You may speak to your sales representative for more information.
Adding a new Customer or Contractor UserTo give access to your Field ID account to any 3rd party customer or person start by going to Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites)
Upgrading an existing User
To upgrade or change a user account to a different type, first click on the user that you want to change. Next click on Change Account Type above the User Details. The next screen will allow you to change the account type. After you have completed this step you need to turn the appropriate permissions that the user will need on. Click Save when you are finished.
Resetting a Users Password
To reset a users password click on the appropriate user from the View All User screen. This next screen will give you two options: change the password now or send a password reset link. If you decide to change the password make sure to press Save when you are finished and if you click Send reset email to user, it will send the email to the email address listed in that users' account.
Archiving a User
To archive a user who will no longer need access to Field ID go to the View All Users listing page. Find the user you would like to Archive and click the Archive link on the right side. To view all archived users or to unarchive users click on the View Archived tab.
To import users in Field ID you need to click on the Import/Export tab in the Manage Users option in the Setup. Once the following page has loaded click Download Excel Import Template to download an excel file in which to enter your users. The file already has the appropriate fields inserted and contains a sample record to show you how the data must be entered. Once you have filled out all the appropriate information save and close the template. Next, click on Upload Excel File and browse for the excel file you just saved. The import tool will check the records you entered making sure there are no errors. If there are any errors, Field ID will tell you where they are and what the error is. Open the excel file, correct the errors and upload the file again. When there aren't any errors, Field ID will show you the progress of the import. Depending on how many records you entered into the excel file it may take a long time to complete. Once it has finished you can click on Setup, then the Owners, Users and Locations tab and lastly click Manage Users to view all of your imported Users.
Field ID also has the ability to export all your users to an excel file. To do this you need to click on the Import/Export tab on the Manage Users screen.
Once here, click on "Excel File" under "Export Users". This will pop-up a window asking you to rename the file if you want to. When you are ready to proceed click " Save and take me to My Downloads". Depending on how many users you have this process may take up to 10 minutes. You can access the file from your Downloads page under My Account.