This document covers the essential steps to configure your account at a basic level. We strongly recommend going through all the documents listed, as they are crucial to getting your system set up properly. Some documents are marked as optional, meaning they can be skipped, but we still encourage reviewing them to understand their potential benefits.
Initial Account Configurations
Before starting using FieldInsight, there are a set of notions and configurations that are usefull to be set, as they will impact the type of work your business will be doing.
Configure your Team
If you're working with a team, you’ll need to start by inviting them to FieldInsight and configuring their settings.
Configure Staff System Fields (Optional)