Users
Managing Groups
A Group is a collection 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. If you wish to ...
Managing Users and Recipients
Overview Field2Base Users with the Mobile Forms Administrator role can manage Users and Optional Recipients from the Portal. This includes adding, editing and creating Users or Recipients for your company. To access your company's Users page, ...
Personnel Details
Overview Field2Base Users with the Mobile Forms Administrator role can manage Personnel Details for their Users. Personnel Details can then be used in Forms (only available in version 7.0 and higher) instead of using Form Data Files. If available for ...
Bulk Delete Users
Overview Mobile Forms Administrators have the ability to quickly delete multiple Users by using the Bulk Delete Users feature. Accessing Bulk Delete Users 1. Navigate to Admin > Users. 2. Click on Bulk Actions. 3. Select Delete Users. Creating the ...
Bulk Create Recipients
Overview Mobile Forms Administrators have the ability to quickly create multiple new Recipients by using the Bulk Create Recipients feature. Please see the Managing Users and Recipients article section on Users vs. Recipients for more details on the ...
Groups Bulk Import
Overview You can use the Groups Bulk Import to create new Groups and assign Users to those Groups as an alternative to creating each Group individually. Note: You will need access to Groups (Mobile Forms Administrator) in order to access this ...
Bulk Update Users
Overview Mobile Forms Administrators (or custom roles with User permissions) can quickly update multiple User profiles by using the Bulk Update Users as an alternative to updating User profiles individually. This should be used for existing Users ...
Bulk Create Users
Overview Mobile Forms Administrators have the ability to quickly create multiple new Users by using the Bulk Create Users feature. Accessing Bulk Create Users 1. Navigate to Admin > Users. 2. Click on Bulk Actions. 3. Select Create Users. Creating ...
Roles in the Portal
Overview Field2Base Users with the Mobile Forms Administrator role can manage User Roles and Permissions from the Portal. This allows the Field2Base Administrators(s) for your Company to determine which Users have access to specific features in the ...
Admin Guide to Resetting User Passwords
Overview There are 2 different ways that a User Password can be reset. Either you can reset the user password manually and notify them of their new password or you can send the user an email to prompt them to reset their own password. Note: Admins ...
Creating a Multi-Company User
Overview Depending on your role within an organization, you may need administrative accounts on more than one Company in Field2Base. This can be done by creating a User Account that can be used on multiple Companies, something we call a Multi-Company ...
User Guide for Resetting Your Password
Overview If you have forgotten the password for your Field2Base account, you can easily reset it using the Forgot Your Password tool. Note: The Forgot Password link will not work if the Mobile Forms Administrator for your company has disabled the ...