Workspaces

IN THIS ARTICLE

Workspaces allow organizations to invite collaborators and technical service providers to have full access to their FieldDoc portfolio. This makes it easier to support restoration practitioners and collaborations in managing the entire data lifecycle.

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Workspaces

A Workspace in FieldDoc is your organization’s home base within the platform. It’s where you manage your projects, track progress, and collaborate with your team. Each workspace holds all the relevant data, tools, and permissions for your specific organization or program.

When you log into FieldDoc, you’ll automatically land in your default workspace—this is typically associated with the organization that owns your account.

Key Features of a Workspace

• Centralized Management: All of your organization’s projects, metrics, and related data live here.

• User Permissions: Workspaces allow you to control who has access to what. You can invite teammates and assign them roles based on what they need to do.

• Linked Programs and Projects: Each workspace contains a portfolio of programs and projects. These are the building blocks for tracking restoration and conservation activities.

• Data Visibility: Dashboards and map views within your workspace give you at-a-glance insight into activities, implementation metrics, and progress over time.

Invite a new member to a workspace!

Step-by-Step Instructions

If you are working with Collaborators on your project, invite them to your workspace so that they can access your portfolio and provide assistance.

1. Log-into your FieldDoc account.

2. Open your Account Settings.

3. Click workspace settings.

4. Navigate to Members.

5. Click Invite member.

6. Enter in the email address.

7. Choose the Permission level.

8. Click send.

Invitations are time sensitive. If an invitation expires, you can re-send it.

Dig in! Interactive Tutorial to invite a collaborate to your workspace

Take a tour of Workspaces!

Swich Workspaces

Switch workspaces from your account settings.

Step-by-step instructions for accessing and switching workspaces

You can only work within one workspace at a time, but switching is fast and easy. If you are a member of more than one workspace:

1. Click on your user account to access the menu in the top-left corner.

2. Choose the workspace you want to view.

3. Once you select a workspace, all of the edits that you make to your account will be made in that workspace. So if you are creating new records or pacts, they will be assigned to the workspace that you are operating in.

Instructions to tell a client how to give you access to their workspace.

To collaborate effectively, you can invite team members to join your workspace. FieldDoc makes it easy to bring others in, whether or not they already have an account.

If you are a technical service provider assisting a client in a grant application or portfolio management, you will need access to their workspace. The following steps should help the client get you set up:

1. The client should log-in to their FieldDoc account. If they do not have an account, follow these steps to create a user account.

2. From the home page, open the User menu in the upper left-hand corner.

3. Select Workspace Settings.

4. Click Invite Member.

5. Enter in the email address of the person that you would like to invite.

6. Choose the permission level: Read-Only or Admin.

7. Click Send Invitation. An invitation will be delivered to their inbox.

• If the person already has a FieldDoc account, they will receive an email notification and can immediately access your workspace once they accept the invitation.

• If the person does not yet have a FieldDoc account, the system will automatically create one for them. As part of the invitation workflow, they will be prompted to:

  1. Create a password

  2. Complete the on-boarding process

  3. Accept the workspace invitation

Once they’ve finished this process, they’ll be able to log in and start working in the shared environment.

Note: Make sure to use the invitee’s correct email address—this ensures a smooth sign-up and onboarding experience.