This webinar starts with how to create a FieldDoc account. You’ll want to keep this info handy for onboarding colleagues or consultants. It’s the kind of thing that saves you time later when someone asks, “How do I get started?”

We dive into the expanded organization account components. This is where things start to get interesting because we’ll explore how these updates give you more flexibility and functionality in managing your organization.

We end on Workspaces and Collaboration. We’ll spend most of our time here because these are the powerhouse features of the system. Workspaces and collaboration tools are the secret sauce for improving data sharing, co-management, and teamwork.
We’ll cover:

• The different permission levels and how to assign them.
• Best practices for navigating between workspaces.
• How these tools make collaboration seamless and efficient.

By the end of this session, you’ll not only have a better understanding of FieldDoc 2.0, but you’ll also be ready to wow your team with how much smoother data sharing and project management can be.

Recap & Keep Learning!

Creating a FieldDoc Account

While many users may already have their FieldDoc accounts set up, understanding the process is essential for onboarding colleagues or consultants. Having this information readily available can save time and reduce confusion when helping others get started.

🌱 Check out Step 1. Create your account

Key Steps:

Sign up with your current work email to ensure communication and updates are properly routed.
Link the account to your organization for seamless data management.
Share this guidance with new team members or consultants to streamline the onboarding process.

Expanded Organization Account Components

The recent updates to organization account management in FieldDoc provide more flexibility and functionality, making it easier to oversee projects, users, and data.

🌱 Check out Organization Account Management for more tips and tricks.

Key Features:

Improved organization-level tools for managing projects and activities.
Direct association of data and users with the correct organization, ensuring accuracy and compliance in reporting.
The ability to manage permissions and invite new users to join the organization efficiently.

Workspaces and Collaboration

Workspaces and collaboration tools are the standout features of FieldDoc, enabling powerful teamwork and streamlined data sharing.

Key Features

Permission Levels:

• Admins have full control over user management and content editing.
• Read-only users can view content but cannot make changes.

Navigating Between Workspaces:

Users can seamlessly switch between workspaces when managing data across multiple organizations.
This feature ensures that projects and records remain organized and tied to the appropriate entity.

Improving Collaboration:

Workspaces serve as central hubs for project management, allowing multiple users to collaborate effectively.
These tools simplify co-management by maintaining clear data ownership and structured workflows.