Managing Your Team

Field Onboard supports multi-user workspaces so your team can collaborate on agreements, view reports, and manage contacts together.

Adding Users

Go to Settings → Users and click Add User:

• Enter the team member's email address

• Choose their role: Admin or Member

• Click Send Invite

The invited user will receive an email with a link to join your workspace. Their status shows as Pending until they accept the invite.

Roles

• Admin — full access to all workspace features, including settings, billing, integrations, and user management
• Member — access to agreements, contacts, templates, and reporting, but cannot manage settings, billing, or other users

Managing Existing Users

From the Users tab you can:

• View each user's name, email, role, date added, and last active date
• Remove users from your workspace
• Resend pending invites

Notifications

Each user can be configured to receive email alerts for key events like approved quotes and signed agreements. This is set up during workspace configuration (Step 5) and can be updated in Settings.