To start building your team, you need to create and configure their profiles in FieldInsight. This document covers the basic steps to create and set up a staff member. For more advanced staff configurations, refer to other help documents.
Access the Staff Page
To access the Staff page, click the ⚙️ (Settings icon) in the top-right corner and select Staff from the dropdown menu. You will be redirected to the Staff page, where you can manage all aspects of your staff.
Add a New Staff Member
To create a new staff member, go to the Active tab, find the "Add Staff" button, and click it.
This is where you configure the staff member and add all necessary details. If you have custom staff fields, they will also appear on this page. The most relevant fields to complete include:
First Name & Last Name: Enter the staff member’s full name.
Apartment & Address: Enter their home address.
Email: If the staff member has a work email, enter it here.
Mobile Number: Click the flag to change the country code, then enter the phone number.
Username: A unique username that can be used instead of an email for login. It must be unique across the FieldInsight system.
Send Password Reset Link: Sends an email with a password reset link. This option is only available if an email address is assigned to the user.
Select the Staff Role & Colour
When creating a new staff member, it is important to assign the correct roles, as this determines what parts of FieldInsight they can access. You must assign at least one of these two roles, or both:
You can also assign a colour to the staff member to make them easier to identify.
Set Staff Permissions
Another important configuration step is defining staff permissions. You can enable or disable the following settings:
Can Edit Timesheets: If disabled, the user can only submit timesheets and cannot modify them.
Can Edit Quotes: Grants permission to edit quotes.
Can View Timesheet Reports: If disabled, the user cannot view timesheet reports and can only log time.
Can Edit Account Customers: Allows the user to modify customer details.
Allow to Create Account Customers: Grants permission to create new customer accounts.
Team Lead: Designates the user as a team lead, allowing them to view all technicians' timesheet reports and approve or decline their weekly submissions.
Allow to Schedule Jobs on Mobile: If the user has a Technician role, this allows them to schedule jobs via the mobile view.
Save Your Staff
Once all settings are configured and the relevant fields are filled out, click "Create Staff" to add the new staff member to the system.
