Onboard your team

IN THIS ARTICLE

Start by creating your own account. Then, connect with colleagues and collaborators. Both internal team members and external partners can work together through a shared Workspace tied to your organization. This article outlines the different ways you can invite the right people to the right place, ensuring everyone has access to the data they need.

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Create your user account

Configuring your account is a three-step process.

Step 1. Register with your professional email address.

All user accounts must be assigned to an organization.

1. Navigate to fielddoc.org/register

2. Enter in your name and professional email address.

3. Click Complete.

4. Open your inbox and verify your email address. Tip! Use the available prompts if you need to update the email that you originally entered or you need to re-send the email verification.

5. Once confirmed, it's time to select an organization or create a new one.

Step 2. Join an organization

Option 1. Join an existing organization

If your organization already exists in FieldDoc, you will be able to add your account to that organization.

1. FieldDoc will look at your email domain and match you to the organization in FieldDoc with the same domain (if one exists).

2. Click to join the organization.

3. FieldDoc will automatically confirm your membership and bring you to your home page. Welcome!

Option 2. Create a new organization

If you are creating a new organization as you set up your account, you will be presented with a screen where you can create a new organization.

If you believe your organization is already in the system but you need a separate section, please contact [e-mail] to discuss options.

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Invite your colleagues

FieldDoc works great for collaboration.

Invite from FieldDoc

You can jumpstart the on-boarding process for colleagues at your organization by inviting them to join your organization Invite your colleagues (staff with the same email domain) to join your organization. During the invitation process, they will complete the steps to create their own FieldDoc account.

Do not invite colleagues outside of your organization to join your organization. All external partners and technical service providers can be joined to your organization via workspaces.

Self-onboarding colleagues

You can also ask colleagues to create their own FieldDoc account and join your existing organization. They will follow the same process as Create your User Account up above. After they verify the account, the system will prompt them to join your organization, based on your email domain.

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Invite Collaborators and Technical Service Providers

via Workspaces

FieldDoc makes it easy to let collaborators from outside of your organization help you manage your FieldDoc portfolio. Any member of a workspace with administrator access can perform all tasks, such as setting up Pacts and Activity Records on behalf of your organization. Workspaces are the feature within each organization through which all users create and manage data.

Collaborators will need to switch workspaces before getting started on any work being.

Via Folders

If a collaborator needs narrower access, you can invite them to a folder, pact, or even an activity record. This will allow them to make edits and complete work within a contained area in your workspace.

Collaborators will access these records from the Shared with Me tab on the lefthand panel. They do not need to switch workspaces.