Brand new to FieldDoc? You will start your FieldDoc experience as a General User. All users in FieldDoc must go through some degree of configuration before you can start building out your portfolio of practices. In this article, we walk through the User Types to help you figure out who you are and what you can do in FieldDoc.

User Types

General User

General FieldDoc users can create a portfolio of practices, collaborate on other users' practices, or share practices via a Pact. Users are part of an organization, which allows all members to see work within that organization.

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Join an Organization

Before you can enter the FieldDoc System you must be tied to an organization and given a user role. Users must be associated with the organization that employs them. Organization "owners" can approve membership. If no organization exists, the FieldDoc support team will create one for you. Email [email protected] for assistance.

FieldDoc Organizations represent real-world entities whose employees and/or volunteers manage data using the platform and associated tools. All data and activity in FieldDoc flows through an Organization.

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Best Account Management Practices

• Every FieldDoc user needs their own account - do not share log-ins!
• Make sure you are using a current email address. Email addresses that bounce back will be archived.
• Use your work email account and real name.

Collaborator

This work is nothing if not a team effort! We want to make sure that your full team - both within your organization and those outside of it - can access the relevant information in FieldDoc. Collaborators are General Users that have been given access to a project or pact outside of their organization. Collaborators are often Technical Service Providers who support a the Fund Recipient in everything from data management to sharing of detailed engineering design details.

We provide step by step instructions on How to Collaborate to make sure that your full project team has access to the right information in FieldDoc.

Program Manager

Programs hosted in FieldDoc have a curated list of practices, metrics, models, and target outcomes. Programs collect practices from their constituents via Pacts. Program Managers are assigned by FieldDoc staff to the Program(s) that they manage. Once we have configured a Program Manager account, that user can see all projects and practices assigned to that program, and manage program components. You can learn more about Program Management in the article Getting Started: Program Management.

User Roles

FieldDoc offers two types of User Roles: Owner and Member. You can make anyone added into your organization or as a collaborator to your project an Owner or a Member. What's the difference?

Owners

FieldDoc Owners have unrestricted access to an organization’s data and settings. They can add, modify, and delete projects and members.

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FieldDoc Owner Tips

• The first individual to create a FieldDoc organization will be assigned as that organization's owner.
• All emails to add future organization members will be sent to organization "Owners".
• You can change or add to the list of your organization "owners" at any time within the FieldDoc platform.

Members

FieldDoc Members can view an organization’s data and settings. They can also view and edit its projects but are not allowed to create or delete them. Members may run into issues trying to edit practice data for practices that they did not create.