User Overview

Users are any employees or people who work with your company that will need access to the AgileField platform through the Control Tower, the Mobile Application, or both.  Users may include, but are not limited to:

  • Executives
  • Managers and Supervisors
  • Customer Service Representatives
  • Dispatchers
  • Warehouse Managers
  • Field Technicians
  • IT Users



Initial Setup

Before we add your Users into AgileField, there are a few things we should do first.  Follow each of the steps below to get started with your initial setup for Users.


Shifts

Shifts are used to display when a User is available for work.  


To create a Shift, follow the steps below:


1. From the Control Tower, select Admin drop down.

2. Select Shift then select the OK button, if applicable.

3. The Shift tab displays.

4. Update the Code and Description fields with the desired name for that shift (ex: Mon-Fri 8-5).

5. Next, fill out the appropriate start and end times (refer to graphic at right). The shift times must be military time (24 hours).

6. Select the Save button.

7. Complete steps 4 thru 6 for each Shift needed.


Job Skills

Job Skills Job Skills are an expertise, ability or attribute of a User that identifies what jobs they can be assigned.  Job Skills have an assigned rate (hourly cost) and are attached to types of Jobs.  Job Skills also control where a User is visible on the Scheduler.


Examples: Electrical, Installs, Repairs, Mechanical, Plumbing, Field Tech 1, Field Tech 2, Customer Service, etc



To create a Job Skill, follow the steps below:


1. From the Control Tower, select the Admin drop down.

2. Select Job Skill and then select the OK button, if applicable.

3. A new Job Skill tab displays.

4. Update the Code and Description fields with your company’s vernacular for Job Skills.

5. Optional: Update the Rate field (rate per hour in dollars) with the standard fees associated as applicable.

6. Select the Save button.

7. Complete steps 4 and 5 for each Job Skill needed. 


User Types

User Types are the persona or role assigned to a User.  Each User Type has an associated Access Type that has a direct effect on the permissions available when using the system.

Note: AgileField Access Types are default settings in the system and cannot be changed.


Access Types

Access Type

Description

Notes/Other

Mobile Only
This access is for those using only the AgileField Mobile Application in the field from a smartphone or tablet.
  • No access to the Warehouse button on the Mobile Application.  
  • No access to the Control Tower.
Restricted App and Mobile
This access is for those using mostly the AgileField Mobile Application in the field from a smartphone or tablet.  
  • They DO have access to the Warehouse button on the Mobile Application.  
  • Restricted access to the Control Tower to see only their hours logged on jobs they've been assigned.
App and Mobile
This access is for managers, supervisors, dispatchers, and office workers who need access to the AgileField Control Tower.  
  • Full access to the Mobile Application.
  • Limited access to the Control Tower: NO access to the Admin tab.  NO access to the Reporting tab.
Super User
This access is designated specifically for Administrator(s) of the AgileField Control Tower and Mobile Application for the company.  This access allows for full permissions to everything in the system.
  • Full access to the Mobile Application.
  • Full access to the Control Tower.


User Types

Each User Type has an associated Access Type to control what a User is able to see and do in the AgileField Control Tower and on the Mobile Application.  There are a few User Types pre-loaded (listed below), but new User Types can be created for your company. 


User Type
Access Type
Description
Super User
Super User
Has access rights to the entire application functionality and is generally designated as the tool’s Super User for the company.
Dispatcher
App and Mobile
Uses the application throughout the day to schedule Users to perform and complete assignments in the field in many cases referred to as a Dispatcher or an Office Worker.
Warehouse Manager
Restricted App and Mobile
Generally in the field and use the Mobile Application on a smartphone or tablet to access warehouses, vehicles, and inventory.  Has access to all parts of the Mobile Application.
Field Technician
Mobile Only
Generally in the field and use the Mobile Application on a smartphone or tablet to access work assignments, document start and end times, make notations, etc.
*No access to the Warehouse button



Create a New User Type

Use the steps below to create a new User Type within your company’s system.

  1. From the Control Tower, select the Admin drop down on the top right.
  2. Select User Type.
  3. A new User Type tab displays.
  4. Update the Code and Description fields with your company’s vernacular for system Users.
  5. Select the Access drop down and choose the applicable access type for that User Type.
  6. Select the Save button.
  7. Complete steps 4 through 6 for each User Type needed.



What's Next?

See the next lesson here: Preparing Your User List