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Web Application - Adding and Managing Users Overview

If needed, admin can add or deactivate users (I.e. delete them, but their data will not be lost). This is important if a user leaves abruptly and there is not an automatic deactivation.

Updated over 4 months ago

Contents

  1. Accessing User Accounts

  2. Adding a New User

  3. Deactivating a User

Accessing User Accounts

Navigate to the Roles & Permissions tab on the left-hand side to manage your team.
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From here, you can:

  • Add new users

  • Update user information

  • Deactivate (delete) users

Adding a New User

To invite a new user:

  1. Go to User Accounts.

  2. Select Invite New User.

  3. Complete the required fields.

The new user will receive an invitation to join FieldSpark.

Deactivating a User

If an employee leaves the company and is not removed automatically:

  • Update their status to Inactive immediately.

  1. Select the pencil icon next to the individual's name

  2. Select deactivate user

  • All historical data tied to the user will remain accessible.

Deactivating users promptly helps maintain security and accurate records.


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