How do I join a workspace outside of my organization?

FieldDoc is designed so that data ownership remains with the organization that created it, even when external partners are invited to assist.

Collaboration is at the heart of conservation, so our goal is to make data sharing and support as organic as possible. FieldDoc users can be invited to join more than one workspace. This makes it possible for technical service providers, consultants, and partner organizations to support multiple clients — while still maintaining clear data ownership and separation between organizations.

How workspace access works

To join a workspace outside of your primary organization:

• An administrator from that organization must send you an invitation

• You will receive an email notification when you’ve been invited

• Accept the invitation to gain access to their workspace

You cannot self-join another organization’s workspace — access must be granted by an administrator.

Switching between workspaces

Once logged into FieldDoc, you can switch between workspaces at any time using the workspace selector in the upper left corner of the platform.

When you switch workspaces:

• The projects, Pacts, and activity records available to you will change

• You will only see the data associated with the workspace you currently have open

This ensures that each organization’s data remains distinct and secure.