Portal Quick Start Guide

Portal Quick Start Guide

Overview

The Mobile Forms Portal allows your company's Mobile Forms Administrators to manage the Field2Base application for your company. Users who are not Admins can also access the features available to them based on their User Roles. This is the heart of the Field2Base application, available to use on most web browsers. This article describes the basics of managing your Field2Base environment with the Portal.

Tutorial Video

A tutorial video is also available and covers most of this material if you prefer to watch an overview of the Portal.


Logging in to the Portal

Once your company has been set up with Field2Base, you should have been provided with administrative credentials including a Company ID, Username and Password.  The Portal requires a unique login and password for each User.  If you have not received your credentials or have issues with logging in, please contact our support team at f2bsupport@field2base.com.

1. Enter the URL  https://admin.field2base.com in your browser or click on the Login link at the top of Field2base.com.


3. Enter your administrative credentials.

4. Click the Login button.
 

Your navigation menu may not have all of the sections described since access to some features are based on your account type. If you are interested in adding some of these features, you can contact your account manager to find out about upgrading your account.


Home:  The home screen displays various statistics about your company's usage.

Web App (optional):  Allows you to see your Blank Forms, My Work, Saved Drafts or Sent Forms. Web App is the browser based version of Mobile Forms and functions similarly to the Mobile Forms app on a mobile device.

Workflow (optional):  Access to your Workflow Queue and/or your Workflow Admin pages. 

Sent Forms (optional):  Access to view and download the Sent Forms for the Folder(s) that you have access to.  

Analytics (optional): Access to view or manage your Analytics Dashboards  (custom service from Field2Base Professional Services).

Admin:  Displays a list of all the administrative functions in the Portal. The rest of this article describes the most commonly used Admin functions.

Reports:  Access to various reports about your account. You can also access your Idle Users Report to view which Users have not sent in a form in a specific time range. If you have Exports set up (custom service from Field2Base Professional Services),  your exported form data will be here as well.

Downloads : Provides links to all Field2Base application downloads available to your company. You also have the ability to e-mail installation instructions directly to selected Users in your Company.

Admin Tab - Administrative Functions

Company Profile

The Company Profile page allows you to view information about your account. The Company Profile article provides details on what is available to you in each section of your Company Profile.


Devices

The Devices page displays the registered devices for your company. See the article on Managing Devices for more information on managing your devices.

E-Mail Templates

E-Mail Template allow you to create custom E-Mail Templates for specific Forms, system e-mails and e-mails sent from Workflow. See the article on Managing E-mail Templates for details.

Folders

These are virtual folders that you can use to organize your company's Forms and allow you to control access to specific Forms. See the article on Managing Folders for details.

Form Data Files

Form Data Files are files that have been linked to your Form as part of the Form design process to populate the drop-downs on your Form(s). The Form Data Files page displays information about your company's Form Data Files such as the version number and the last time the file was modified. See the article on Form Data Files for more information.

Form Templates 

The Forms Templates displays all of the Forms for your company. You can download your existing e-form templates and upload new or updated Forms from the Form Templates page. For more information on how to manage your Forms, read the article on Managing Forms .

Groups

Groups are collections of Users that can be assigned to review a Form or receive an email from a Workflow. The Groups page displays your company's existing Groups and allows you to create new Groups or edit your existing Groups. See the article on Managing Groups for more information.

Licenses 

The Licenses page lists all of your purchased, in use and available licenses.  You can view your licenses history, add licenses or remove licenses. See the article on Managing Licenses for more information.


        

Region Filters

Region Filters can be used to filter Forms based on data within the Forms. See the article on Region Filters for more information on how to use and manage Region Filters.

Roles

The Roles page lists all available User Roles for your company and a brief description of which permissions each Role allows. This page can be a helpful reference when assigning Roles to a User. See the article on Roles in the Portal for more information on managing the Roles in your company.

Shared Forms

The Shared Forms feature allows you to share any of your published Forms through links (URLs) that can be posted on your website or e-mailed to individuals. For more information, see the article on using Shared Forms.

Unique IDs

The Unique IDs feature allows you to create sequential counters that can be populated on your Forms as needed. See the article on Unique ID Regions to learn how to add Unique IDs to your Forms.

Users

The Users page displays the Users in your company. Users have various access to the Portal depending on their assigned Role(s). There is no charge for adding Users with access to the Portal. A license is required once a User installs the Mobile Forms app on a device or has the role of Web App User since that is considered access to Mobile Forms.
See the article on Managing Users and Recipients for information on how to create and manage your Users.

Work Orders

The Work Orders page allows you view the open Work Order for your company. You can also create new Work Orders by prefilling regions in a selected form and then assigning that Work Order to a User's device (in their My Work section of the Mobile Forms app). Please read the article on Dispatching Work Orders from the Portal to learn more.

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