Send Invitations to Field Management Mobile
To help users download and initialize their Field Management mobile application on a device, send them an email with instructions and links.
You must be a System or Security Admin to manage and send this email.
- Select :
To send mobile application invitations
- Set applicable filters at the top of the page; from Module Bundle drop-down, select Crew Timecard.
- For any users who have been assigned FM Mobile, an envelope icon displays next to the FM Mobile check box. Select the envelope icon for an FM Mobile user, and then select Send.
To send email or SMS invitations in bulk:
- Select the icon in the upper right of the User Access page.
Select Send Bulk Mobile
Invite, and then select Send.
An email invitation is sent to all users who have permission to FM Mobile but have not been invited to download the mobile application for the selected company.
To send email or SMS invitations automatically
after a user has been given permission to FM Mobile, enable the portal
setting: Mobile Invite: enable
automatic welcome emails and text messages to new employees
located under .
Users should receive their invitation in the next email cycle (approximately 15 minutes).Note: Only System Admins may access portal settings.
To check the status of emails sent through the portal:
- Select .
From the Process Source drop-down, select
Note: The New Mobile User option displays only if mobile invitations have been sent.