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

Question 2

Manage List Items

Accepted Answer

Articles on: Lists & Items

Lists refers to a collection of items grouped together i.e. customers, 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
Attribute settings
Define the important attributes
Understanding the list schema
Reorganizing the order of the attributes (list schema)
Define the filter attributes
[Other parameters](#3-other-pa

Question 3

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 informat

Question 4

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

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.

How to change your password

It is always recommended to change your password from the sample password sent to you in the confirmation mail you receive after web user creation and after successfully logging into the web app for the very first time. The password should be strong, easy for you to remember, and conform to the recommended format.

To change your password, click on the profile/account icon on the top right part of the page and select Change password.

![](https://storage.crisp.chat/users/helpdesk/website/b1be205ab0a5a000/20869fb7-db50-4bf2-

Question 5

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 defined in the client configuration. They determine the access rights of the web user or the access to dashboards when creating dashboards. Roles can be adapted based on their needs. A web user can only create web user with the profiles below him, so an admin can only create e

Question 6

Customers Map

Accepted Answer

Articles on: Web App

Maps cluster
Map Legends
Filters
View customer details

Maps cluster

On the left panel select Map, this will show you a map of all your customers.
They are clustered as per the number. By zooming in on a cluster, you will be able to view the customers composing it.

Map Legends

There are legends to filter the customers you see:
|| The legends are defined from the single choice questions on the customer list

Per-user. Shows the user who last visited the customer
Per date. Shows the last visit date to the customer
Per type. Shows the types of customers, picking information from the _type attribute in the customer list
Per status - Shows where the customers are located(Region)

Filters

All the attributes defined as important are displayed by default as filters at the top. You can add any other attribute as a filter, by clicking on filter button and selecting the attribute.
When the filter is applied, it will show an “x” mark as shown below.

![](https://storage.crisp.chat/users/helpdesk/website/69bc47235c39bc00

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