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How can I set up user accounts in FYLD, and what information is required?

Written by Jack Evans
Updated over 3 weeks ago

Setting Up User Accounts in FYLD

Overview

Setting up user accounts in FYLD typically involves requesting account creation through the appropriate administrator or FYLD contact.

Some organizations may have team members or service desk teams which can create FYLD user accounts.
FYLD User Administrators can use the FYLD Cloud - Settings - Users page to create, activate and deactivate users: https://help.fyld.ai/en/articles/10512991-fyldcloud-settings-users

Whether you're introducing new hires or missed any staff during the initial rollout, this article provides the steps and required information to streamline user account setup.

Steps for Requesting New User Accounts

To create a new user account in FYLD, follow these steps:

  1. Request Submission:
    Contact your designated FYLD administrator or the FYLD Support team.
    Ensure you provide detailed information to avoid delays in account creation.

  2. Information to Include:
    - Name: The full name of the user to be added.
    - Email: The user's professional email address.
    - Depot: The operational depot or area for which the user works.
    - Role: Specify whether the user is a Manager or Fieldworker:
    -- Manager: Requires access to both FYLD Desktop and the FYLD mobile app.
    -- Fieldworker: Requires access to only the FYLD mobile app.

  3. If you're not sure on any of the above details, include the name or email of an existing FYLD user account of the same permissions you're looking for

Troubleshooting Common Access Issues

Not Receiving a Sign-Up Email

If you have entered your work email to sign up for FYLD but have not received a sign-up email, it is likely because your account has not yet been created or authorized. To resolve this:

  • Contact your line manager or the appropriate internal staff within your organization.

  • Request that they create or authorize your user account.

Once your account is set up, you should receive the necessary sign-up email to complete the process.

Email Not Recognized During First-Time Login

If you are trying to log in to FYLD for the first time and your email is not recognized, it is likely that your account has not been created yet. New user accounts require prior authorization. To address this:

  • Ask your line manager or the appropriate internal staff to request account creation or authorization through your organization’s designated process.

  • Once your account is created, you will be able to log in using your work email.

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