Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: How to access and log into Fieldbook
Unlike other Synergy Add-ons, Fieldbook is enabled on a per-user basis. This means you have to select each user you wish to have access to Fieldbook and only need to purchase licenses for those users.
How to add Fieldbook to your Synergy Subscription
From the Organisation drop down menu, go to Subscription.
Click on Change product, users or storage
Add the number of users and assign staff
Under Add-ons, tick 'Fieldbook' and enter the number of users you want to give Fieldbook access to.
Assign Staff
Click on the ‘+’ icon.
Click ‘+ Add’ in the sidebar to add the staff member you want to give Fieldbook access to. You can add as many staff members as indicated by the number of users attached to your subscription.
Click Calculate at the bottom of the page.
Click Next, confirm your payment details.
Once you've enabled the add-on and Assigned staff, all that is left to do is assign Project Tasks to the staff - now they can start using the application on site.
Tip!
If you have a lot of staff, you can search for a specific person in the "Assign staff" window.
To remove a user, repeat these steps and instead of clicking "Add", choose "Remove" from the Assign staff pane.
Where to next?
What other features does this relate to?