Organization

The organization view contains all of your settings for your organizations. From this view you can manage your overall organization and members.

IN THIS ARTICLE

All users in FieldDoc are assigned to their organization of employment during the onboarding process. This article explains how to manage an organization.

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Organization

Each user can be assigned to only one organization—the one that employs them. From the organization view, you can manage your organization's settings and members all in one place.

All members of an organization will automatically be joined to the organization's first workspace. All members can view all records within the workspace portfolio. Admins can create, edit, and delete records.

🌱 Learn more: User Roles

Take a tour!

Add Members to your Organization

You can invite your colleagues to your organization from the organization page. Remember, only invite colleagues from within your organization to join your organization.

Step-by-step instructions

1. Open your organization from your user settings.

2. Open the Members tab.

3. Click "Invite Member".

4. Enter the email address. Choose the permission levels: Read Only, Admin.

5. Click Send

The user will get an invitation delivered to their inbox. Once they click on the invitation, they can complete their user account configuration. Once self-onboarded, the user will be able to access all account information within the organization.

Dig In! Interactive tutorial

In FieldDoc 2.0, you no longer need to approve requests from your colleagues that want to join your organization. They will self-join the organization as administrators.