Shared devices and card users

Some field workers don’t have a company email address, or share a tablet or headset instead of using their own device. For them, FieldPal offers shared devices: a tablet or headset registered to your organisation that any card user can sign in to by scanning a card, no email or password needed. Setting this up has two parts: registering the device itself, and adding the card users who’ll sign in on it. You can do these in either order, but a card only works once it’s been assigned to a real, printed card, and a card only works on a device that’s been registered here.

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Part 1: Register a shared device

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Step 1: Open Shared devices

In the left-hand sidebar, click Shared devices.

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Step 2: Click Add device

Click Add device. A QR code appears, along with the instruction to open Scan setup code on the tablet or headset and enter the code shown. The code is single-use and expires in 300 seconds. It’s only shown once, so if the dialog is closed before the device connects, click Generate new code to start again.

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Step 3: Scan or enter the code on the device

On the tablet or headset, open the FieldPal app and choose Scan setup code, then point the camera at the QR code. If the device can’t scan the code, click Can’t scan? Enter the code by hand to reveal a text version that can be typed in instead.

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Step 4: Device connects

Once the device scans or enters the code, it pairs to your organisation and shows in the Devices list. Card users can now sign in on it.

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Part 2: Add a card user

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Step 1: Open Users

In the left-hand sidebar, click Users.

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Step 2: Click Add a card user

Under Invite a new user, next to “No email address for them?”, click Add a card user.

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Step 3: Enter their name

Type the person’s name in the Name field. The Card code field is optional — leave it blank to create the user now and link a card to them later. Click Create user.

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Step 4: Card user is added

The new card user appears in the Members list with no email address. They use a seat like any other member, but can’t sign in to the dashboard, only to a shared device, by scanning their card.

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Linking a physical card

If a card user was created without a card code, or needs a replacement card, link one from the Users page.

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Step 1: Open login methods

Next to the card user’s name, click the key icon.

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Step 2: Assign the card

Type the 9-character code printed on the physical card and click Assign card. If the code doesn’t match a real, issued card, you’ll see an error: Once a valid card is assigned, click Done. The card user can now sign in on any shared device registered to your organisation.

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What the card user sees

On a registered shared device, the sign-in screen looks like this: They tap Open scanner and hold their card up to the camera to sign in.

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Tips

• Order doesn’t matter. Register the device or add the card user first — the dashboard supports either order.
• Setup codes expire fast. If the 300-second window runs out before the device connects, generate a new code rather than reusing the old one.
• Card users can’t use the dashboard. If one later needs dashboard access, add an email address for them from the same login methods dialog. This doesn’t make them an admin on its own.
• Card codes must be real. The code has a built-in checksum that catches typos, but it isn’t something you can invent — it has to match a card FieldPal has actually issued for your organisation.
• A card only works on registered devices. If a card won’t scan, check the device it’s being used on is actually listed under Shared devices for the same organisation.