Create an organization and account

Create Your User Account

To use FieldDoc or any FieldDoc-powered application, you need to create an individual user account.

Each person must have their own login. Do not share your username, password, or account access with anyone else.

When creating your account, please use accurate information, including your real name and a valid work email address. You are responsible for keeping your account details, including your email address, up to date.

Join the Correct Organization

All FieldDoc users must be connected to a verified Organization.

You should only join an Organization if you are authorized to act on its behalf. This usually means you are an employee, officer, member, or direct representative of that Organization.

External partners, such as contractors, consultants, collaborators, technical assistance providers, funders, agency partners, or volunteers, should not join another Organization’s account as a member.

Rather, external partners may have their own Organization account and collaborate can through FieldDoc features such as workspaces, Pacts, shared records, application-specific permissions, or other available tools.

Collaborate Across Organizations

FieldDoc welcomes collaboration! If you work with more than one Organization, use FieldDoc’s collaboration features instead of joining multiple Organization accounts.

As explained above, each user account can only be a member of to one Organization at a time. However, users can access records, workspaces, or other shared areas across Organizations when they are invited through the appropriate FieldDoc permissions.

Organization Owners and authorized administrators may invite external users to collaborate within an Organization workspace only through the permissions available in FieldDoc and only when they are authorized to provide that access.