Question 1

Manage Teams

Accepted Answer

Articles on: Web App

What is a team?
Filter, search and view teams
Create a team
Edit a team
Archive a team
Assign users to a team
Assign multiple users to a team
Download the list of teams
Create multiple teams (bulk)
Edit multiple teams (bulk)
Teams Levels and Labels

What is a team?

The team is a concept used to group mobile and web users. It determines their access to workflows and dashboards/reports.

Filter, search, and view teams

Some information is available on the home page for teams. e.g. The list of teams available, their respective names, the total number of mobile + web users in the team, and the hierarchy information.

On the same page, there are options to search, create, download, view, archive, or edit a team.

To filter a team, use the attributes at the top of the page or use the add filter icon next to the search box.
To view a team, search for its name in the search box located on the top left. When you click on the edit button, you will be able to see the team ID, name, details of mobile + web users, and dashboar

Question 2

Manage List Items

Accepted Answer

Articles on: Lists & Items

Lists refers to a collection of items grouped together i.e. customers/agents/merchants, products/SKU’s, assets etc. In the list section, you can view all the lists present in the environment, e.g. list of products, list of customers, assets, etc. We have a propose a template of lists. We can customize the list to your users needs. A list is structured with attributes, which are the dimensions of the list. The structure of the list is called a list schema. Each list is composed of multiple items.

Below is how to navigate and the different operations on the lists.

Create an item
Create a standard list
Create a custom list
Define the list scope
Define access rights
Define item title
List attributes definition
Single choice on list attribute
Item restriction for SCOL and MCOL attributes
Attribute settings
Define the important attributes
Understanding the list schema
[Reorganizing the order of the attributes (list schema)](#3-reorganizing-the-order-of-the-attrib

Question 3

Access to the web application

Accepted Answer

Articles on: Getting Started

Logging in
How to change your password
Forgot Password
Refreshing the web app
Clearing web app cache

Logging in

We have two ways of logging in to the Webapp

Native connection(Email/Password)
Google SSO(Single Sign On)

1. Native Connection(Email/Password)

Once the native connection has been enabled on the settings page > User tab > Web login modes

When you are added as a new web user to FieldPro you will receive an e-mail, as illustrated below.

On the email received, click on **Login **to access the web application and fill in your registered email and password from the same email. Click on the eye icon to be able to unhide the password if you need to see/verify.

2. Google SSO(Single Sign On)

Once the Google SSO has been enabled on the settings page > User tab > Web login modes On the log in page click on Sign In with google. || Note If your email service provider is Google and your web app account is registered under a company email (e.g., julia.nguya@optimetriks.com), you may st

Question 4

Manage Mobile Users

Accepted Answer

Articles on: Mobile App

Create a user
Define and assign roles for mobile users
Edit a mobile user
License/Unlicense a mobile user
Delete a mobile user
View mobile users in a list
Search a mobile user
Filter mobile user
Download the list of mobile users in Excel or CSV format
Create mobile users in bulk
Edit mobile users in bulk
Delete mobile users in bulk
Unlock unique login for mobile users

Create a user

To create a user, click on the Users section on the left menu. Select the type of user (Mobile User) just below Users.

Click on the (Create user) button at the top right of the screen, It will prompt you to a (+One user) button. Input all the registration details. Phone numbers must start with the international prefix. For example; +254XXXX for Kenya.

Assign it to one or several teams directly.
Once created, you will see the user information details, as well as the number of teams they belongs to. || All the mandatory information's ar

Question 5

Customers Map

Accepted Answer

Articles on: Web App

Key Features
Interactive Map Interface
Advanced Filters
Maps clusters
Map Legends
Territory Management
View customer details

Customers Map is an intuitive tool that provides a comprehensive visual representation of customer data. With its user-friendly interface and advanced functionalities, it empowers field teams to optimize their operations and enhance customer engagement on the map!

Key Features

Interactive Map Interface

The map interface showcases customer locations using color-coded markers. Each color corresponds to a specific customer type or status, facilitating quick identification of outlets

Advanced Filters

The map offers a range of filtering options below:

Customer name - Filters for multiple customers on selection for display on the map
Customer Type - Easily differentiate between various customer categories, such as supermarkets, hypermarkets and distributors.
Owners & Territory Owners - Track which field user is responsible for specific customers or territories.
Teams & Regions - Segment the map by operational teams or regional divisions for better management.
Last Visit Date - Identify customers who haven’t been visited recently to ensure

Question 6

Manage Web Users

Accepted Answer

Articles on: Web App

Add a new web user
Web user profiles
Customize profile
Access to all resources
Defining web user roles
Assign a dashboard to a mobile user role
Retrieve the password of a web user
Edit a web user
Delete a web user
Create Multiple web users (bulk)
Edit Multiple web users (bulk)
Delete Multiple web users (bulk)
Download all web users

Add a new web user

Click on the ( Create user) button, Select ( +One user)
Fill in all the details and select the role the web user needs to have

|| NB: The email should always be in lowercase

Web user profiles

Profiles are set in the client configuration and define a web user's access rights, including dashboard permissions. Roles can be adjusted based on needs.

A web user can only create other users with lower-profile roles. For example, an admin can create editor and viewer accounts, while an editor can only create viewe

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