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FieldLogs

Editing the Information of a Member

The Enterprise Member metadata properties can be edited.

To edit the information related to Members:

  1. On the main menu, go to Enterprise > Organization > OrganizationOrganizationIcon.png.

    editing_member_1.png
  2. In the Enterprise Members list, select a Member.

    The Edit Members box appears on the right pane.

    Select_Member_Edit_Members.png

In the Edit Members box, you can perform the following actions:

  • Change the Member Roles.

    Edit_Members_Change_Role.png
    Role_selection.png
  • Change the Account Email address and add the member details.

    Edit_Members_Change_Email.png

    This Email address can be different from the User ID.

    EditMemberDetailsFilled.png
  • Define an User expiration date.

    Edit_Members_Expiration_Date.png
    exp_date.png

    After the expiration date, the Member cannot log into FieldLogs.

  • Set a PIN. The PIN should be 6 digits.

    Edit_Members_Set_Pin.png
    Choose_Pin.png

    You can enter the PIN using either the keyboard or the on-screen grid. This choice is based on the Enterprise setting Keyboard PIN Entry indicated below.

    EnterpriseSetting_KeyboardEntry.png
    • When set to Yes, you can use the keyboard to type your PIN.

      SetPINwithField.png
    • When set to No or Default value, you can key in your PIN using the randomized on-screen keypad.

      SetPINwithoutField.png

      Note

      The default value is No.

    PIN is required to sign-off a Step or Template using PIN.

Tip

You can use the wand button Wand_button.png to refresh the Roles. This can solve access right issues after a modification in the Roles.

Wand_Members.png