Cannot See a Section in the Portal

Cannot See a Section in the Portal

If you do not see a section of the Portal that you expect to have access to, it is most likely a permissions issue based on the Role(s) you have been assigned by your company's Mobile Forms Administrator. For example, if your User account has Form Publisher as the only Role, you will only be able to access the Admin > Form Templates section of the Portal. You will need to reach out to your company's Mobile Forms Administrator so they can edit your User Roles. Mobile Forms Administrators can refer to Managing Users and Recipients article for steps on how to edit existing Users and to the Roles in the Portal article for details on the permissions for each Role.

    • Popular Articles

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing paper forms to be quickly converted to a smart E-form available to your end users via our mobile and web-based Mobile Forms applications. This ...

    • Portal 11.28.2023 Release Notes

      Overview Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new ...

    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...

    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...

    • How to Check the Version of Integration Products Running on a Windows 10 Machine

      Right-click on the Start menu button. Click on Apps & Features. In the Apps & Features search bar type in the Integration Product you are looking for, eg. F2B Data Integration Module, F2B Data Upload, or F2B Enterprise Dispatch Module. Click to ...