How do I join an organization?

Each user can only be assigned to a single organization.

Organizations are the organizing unit for staff within one office. All users within an organization can see all records created and managed within that organization. If you are trying to join your organization in FieldDoc, you have two options:

1. Upon registration, as long as your email domain matches the domain of the organization, FieldDoc should recommend the organization for you to join it in the sign up process.

2. An existing user can invite you to join the organization via the Organization>Members view.

If you are trying to join an organization that is not your direct employer, for example you may be a contractor assisting with FieldDoc data management, then you cannot join the organization. You will join or create your organization and then be invited as a Workspace member for your client or partner organization.

If an organization is outsourcing FieldDoc management to a third party, that organization must still create a FieldDoc account and organization. Once the account is configured, you will invite your service provider to your workspace.

Workspaces

Every organization is configured automatically with a single workspace. The workspace holds a contained portfolio of records and is named synonymous with the organization. Within each workspace records can be created, edited, organized, deleted, and shared.

FieldDoc users from outside of an organization can be invited as a workspace member, which grants them full administrative access to conduct work for their client where the client retains full ownership of the records. This is especially helpful when creating and submitting pacts to funders where the lead recipient must match the organization named in the grant award.