Every user in FieldDoc must register for their own FieldDoc account. Once you create your account, you can work with your work colleagues or FieldDoc staff to complete the account configuration process.

User Types & Roles

FieldDoc supports different user types and assigns different roles in order to manage access to data and how certain users can interact with data. The User Type Overview and User Rolesdetail out these components and considerations.

Create your Account

Every user should create an account associated with their work email address. Every user must be associated with an organization, which should be their place of employment. Once your account is created, you can create projects, share data to Pacts, and collaborate on Projects with users outside of your organization.

Follow our step-by-step instructions to Create your account

Find, Create, and Manage your Organization

Projects, Practices, and Pacts are managed at the organization level, with users within the organization receiving different levels of edit access. Users outside of your organization that need access to a project (such as technical service providers) will be added as collaborators.

Who is part of your organization is up to you to determine. Reference our guide on Find, Create, and Manage your organizationto keep your member list up-do date.

How to Collaborate

As mentioned above, users belong to organizations. Members within an organization can all view and access the same portfolio of projects and practices. If you have collaborators outside of your organization, such as technical service providers supporting the implementation and data management of your work, they need to be added as collaborators. This allows them to access components of your portfolio without giving them too broad of access.

Use our How to Collaboratearticle to keep your data and team connected.