Teams

Manage your team and team members

The Members page is the centralized user management area where administrators can view, organize, and manage all personnel within the organization. It provides a comprehensive list of every individual with access to the FieldWorker platform.

1. Sidebar Navigation

The left-hand menu allows you to filter the directory by user role or status:

• All Members: Displays every registered user in the system.

• Managers: Filters the list to show only those with administrative or supervisory permissions.

• FieldWorkers: Displays staff members assigned to field tasks and service delivery.

• Invites: View the status of sent invitations, including those that are pending or expired.

2. Understanding the Members Table

The main table provides essential details for each user. You can click on any entry to edit that specific member's profile.

Column	Description
Name	The full name of the team member.
User Principal Name	The internal system username, typically used for single sign-on (SSO) or backend identification.
Email	The primary contact email address associated with the account.
Designation	The professional title or role assigned to the user (e.g., Admin, Manager, Case Manager, or Support Coordinator).

Teams - Members (All members)

3. Dashboard Tools

Located at the top right of the table, these utility icons help manage the view:

• Grid/List View: Toggle how the member data is displayed.

• Filters (Funnel Icon): Apply specific criteria to narrow down the list by designation or status.

• Download (Export Icon): Export the current member list to a CSV or Excel file for external reporting.

• Search Bar: Use the search field at the top of the table to quickly find a member by name or email.

4. Records & Pagination

• Selection: Use the checkboxes on the far left to select one or more members for bulk actions.

• Rows per page: Adjust the number of visible records (e.g., 25, 50, or 100) using the dropdown at the bottom.

• Navigation: Move through multiple pages of members using the directional arrows (e.g., 1–25 of 360).

Note: To invite a new team member who isn't yet in the system, navigate to the Invites section in the sidebar.

Teams - Invites

The Employee Onboarding page is used to invite new staff members to the FieldWorker platform and track the status of those invitations. It ensures that new users are properly registered before they begin logging time or accessing client data.

1. Employee Onboarding Form

Use this section to initiate an invitation to a new team member. All fields marked with a red asterisk (*) are required:

• First Name: Enter the legal first name of the new hire.

• Last Name: Enter the surname of the new hire.

• Email Address: Enter the professional email address where the invitation link will be sent.

• Invite User Button: Once the details are filled, click this button to trigger an automated enrollment email to the recipient.

2. Invites Sent Table

This table provides a log of all invitations issued by the organization, allowing you to monitor onboarding progress.

Column	Description
FW LOG ID	A unique system reference number for the invitation instance.
Invite Email	The recipient's email address.
Invite Date	The exact timestamp (date and time) when the invitation was sent.

3. Management Tools

Located directly above the "Invites Sent" table, these utility icons help manage the log:

• View Toggle (Bars Icon): Switch between different table densities or layouts.

• Filter (Funnel Icon): Narrow down the list by date range or specific email domains.

• Export (Download Icon): Download the invitation history as a CSV or Excel file for administrative records.

• Search (Magnifying Glass): Quickly locate a specific invite by entering the email address or Log ID.

4. Sidebar Shortcuts

The left-hand navigation allows you to quickly pivot between onboarding tasks:

• Members: View and manage users who have already accepted their invites and are active in the system.

• Invites: The current view, focusing on pending or historical invitation logs.

Note: Invitations may occasionally be filtered into a user's "Spam" or "Promotions" folder. If a new hire has not received their link, verify the email address in the Invites Sent table and consider resending the invitation.

Employee Update & Designation Management

The Employee Update modal is an administrative tool used to modify the roles and professional classifications of existing team members. This ensures that each user has the correct permissions and visibility within the FieldWorker platform.

1. Accessing the Update Modal

There are two ways to trigger this interface from the Members directory:

• Individual Edit: Click on a specific member's name or row.

• Bulk Change: Select multiple members using the checkboxes on the left and click the CHANGE DESIGNATION button at the top of the table.

2. Form Fields

The modal focuses on reclassifying the user's role within the organization:

• Member Name: Displays the name of the individual being updated (e.g., Justine Ayroor).

• Choose Designation: A searchable dropdown menu containing all predefined organizational roles. You must select a value from this list to proceed.

3. Available Designations

The system supports a variety of roles to match your agency's structure, including:

• Admin / Manager: Full oversight of projects, scheduling, and payroll.

• Fieldworker / Case Manager: Primary roles for staff executing workflows and visiting clients.

• Support Coordinator: Focused on service coordination and documentation.

• Specialized Roles: Options like Engineering, Temp, or iOS app user for specific technical or contractual needs.

4. Saving Changes

• Save Changes: Commits the new designation to the user's profile. The table in the background will update immediately to reflect the new role.

• Close/Cancel: Click outside the modal or use the "X" (if available) to exit without making changes.

Note: Changing a member's designation may grant or revoke access to certain modules (e.g., only Admins can see the Billing or Payroll Settings tabs).

5. Removing Members

If a staff member is no longer with the organization, use the REMOVE button (trash can icon) located next to the "Change Designation" button. This will deactivate their account and prevent further access to agency data.