Inviting a mobile user

To give a new field worker access to FieldPal, an admin sends them an invite from the dashboard. The new user then receives an email with an invite code, which they enter in the FieldPal app on their device to join your organisation. This guide covers both sides of the process: sending the invite as an admin, and accepting it as the new user.

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Part 1: Send the invite (dashboard)

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Step 1: Open Users

In the left-hand sidebar, click Users. This page lists everyone with access to your organisation, plus any pending invites.

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Step 2: Enter the new user’s details

Under Invite a new user, type the person’s email address, choose a role from the dropdown (user for most field workers), and click Send invite.

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Step 3: Check the pending invite

The new invite appears under Pending invites, showing the email address, role, invite code, and when it was sent. FieldPal emails the invite code to the user automatically, so you don’t need to send it yourself.

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Part 2: Accept the invite (mobile app)

The new user now needs to do the following on their own device.

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Step 1: Open the invite email

The user receives an email titled “You’re invited to FieldPal”, containing their invite code for your organisation. The code expires after 7 days.

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Step 2: Sign in to the FieldPal app

The user opens the FieldPal app and signs in using the email address the invite was sent to, with email and password, Google, or Microsoft.

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Step 3: Enter the invite code

Because the account isn’t part of an organisation yet, the app shows an Enter your invite code screen. The user types in the code from the invite email and taps Continue.

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Step 4: Join the organisation

The app confirms which organisation the code belongs to. The user taps Join to confirm.

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Step 5: Start using FieldPal

The user is now signed in and ready to go.

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Confirming access (dashboard)

Back on the dashboard Users page, the pending invite disappears and the new user appears in the Members list with the role you assigned.

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Tips

• The user must sign in with the email address the invite was sent to. If they sign in with a different account, the invite code won’t work.
• Codes expire after 7 days. If a user hasn’t joined in time, cancel the pending invite using the icon next to it in the Pending invites table, then send a new one.
• Wrong account? On the sign-in or invite code screens, the user can tap Use a different account to switch to the correct one before entering the code.