How to add a Fieldworker user

  1. Click Users > Fieldworkers > Add new User to create a brand new fieldworker.
  2. The user type is selected automatically as fieldworker if you come from the fieldworker's list.
  3. Enter the Employee ID (optional).
  4. Enter the fieldworker’s first and last name.
  5. Enter a username for this fieldworker. This is the name they will use to login to the Fieldworker app.
  6. Click to select an employment type for this fieldworker.
  7. Enter the fieldworker’s email address (optional). This is the address that is used to send an email to the fieldworker from Dashboard.
  8. Enter the fieldworker’s date of birth (optional).
  9. Enter the fieldworker’s mobile number. This is the mobile number that is used to send an SMS to the fieldworker from Dashboard.
  10. Enter a password for the fieldworker (minimum 6 characters long). This is the password they will use with their username to login to the Fieldworker app.
  11. Type the new password again to confirm it.
  12. Enter the fieldworker’s address and emergency contact details (optional).
  13. Enter comments for your own reference (optional).
  14. Click in Tags to select one or more user tags (optional) from the drop-down list. User tags can be useful later when you’re searching or filtering for similar fieldworkers in the user's list.
  15. Click in Suppliers to select a supplier (optional) from the drop-down list.
  16. Click Add User when you’ve finished creating this new fieldworker. 

Add a new Dashboard User

  1. Click Users > Dashboard Users > Add new User to create a brand new Dashboard user.
  2. The user type is selected automatically as Dashboard user if you come from the Dashboard users list.
  3. Enter the Employee ID (optional).
  4. Enter the Dashboard user’s first and last name.
  5. Enter a username for this Dashboard user. This is the name they will use to login to Dashboard.
  6. Click to select an employment type for this Dashboard user.
  7. Enter the Dashboard user’s email address. This is the address that is used to send an email to the Dashboard user from Dashboard, including form results.
  8. Enter the Dashboard user’s date of birth (optional).
  9. Enter a password for the Dashboard user (minimum 6 characters long). This is the password they will use with their username to login to Dashboard.
  10. Type the new password again to confirm it.
  11. Enter the Dashboard user’s mobile number using international format (e.g. 61412987654). This is the mobile number that is used to send an SMS to the Dashboard user from Dashboard.
  12. Enter the Dashboard user’s address and emergency contact details (optional).
  13. Enter comments for your own reference (optional).
  14. Click in Tags to select one or more user tags (optional) from the drop-down list. User tags can be useful later when you’re searching or filtering for similar Dashboard users in the user's list.
  15. Click in Suppliers to select a supplier (optional) from the drop-down list.
  16. Click Add User when you’ve finished creating this new Dashboard user. 

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