Audit Logs: Viewing Account Activity
Audit logs provide a comprehensive record of actions performed within your FieldPulse account. This feature enables administrators to monitor user activity, investigate…
Overview FieldPulse provides configurable data retention and export controls to help organizations manage storage costs, comply with regional privacy regulations, and maintain data portability. These settings…
Disaster Recovery and Business Continuity Planning
This document outlines FieldPulse's data protection architecture, backup procedures, and the organizational continuity measures that customers should…
Enabling Two-Factor Authentication Two-factor authentication (2FA) adds an additional layer of security to your FieldPulse account by requiring a verification code from a secondary device when signing…
Getting your team set up correctly from the beginning will save you significant time down the road. In my experience working with organizations rolling out FieldPulse, the invitation and role assignment…
Managing User Roles and Permissions
What I typically recommend is taking a moment to think through your organizational structure before you start clicking around in the admin panel. In my experience…
Resetting a Team Member's Password
Hi there! Happy to help you get your team back into their accounts quickly. Whether you're an admin helping someone else or a user locked out of your own account,…
Setting Technician Availability and Work Hours
Before your dispatchers can effectively assign jobs, FieldPulse needs to understand when each technician is actually available to work. What I typically…
Configuring Single Sign-On (SSO) for your FieldPulse organization enables your team members to authenticate using your existing identity provider, streamlining access management and strengthening your…
