Edit fieldworker access which team members they have access to, the documents they can see and asset information.
This is where you can specify which users, documents and/or assets that Fieldworker can see in the Fieldworker app, using Team, document and Asset tags.
- Click Users > Fieldworkers > Edit to view and/or update details for an existing fieldworker.
- Click the User Access tab.
- Click to add one or more team (user) tags (optional). The fieldworker will be able to see all workers with this tag/s under My Crew and Crew Timesheets in the My Items menu of the Fieldworker app.
- Click to add one or more asset tags (optional). The fieldworker will be able to see all assets with this tag/s under My Assets in the My Items menu of the Fieldworker app.
- Click to add one or more document tags (optional). The fieldworker will be able to see all documents with this tag/s under My Documents in the My Items menu of the Fieldworker app (in addition to any documents that are flagged as Public).
- Click on the toggle switch for each access level to allow access (blue) or restrict access (white) to Fieldworker app functions for this fieldworker.
- Order Search – Blue means the user can search for orders in the Fieldworker app.
- Contact Search – Blue means the user can search for contacts in the Fieldworker app.
- Create Orders – Blue means the user has access to create orders in the Fieldworker app.