After you have subscribed to a paid D-Tools Cloud plan and want to execute projects, you may want to invite your field employees or contractors as "Field users" to use D-Tools Cloud.
Field users can be installers and other technicians who work on project tasks or service technicians who repair and replace the equipment via service calls. Field users can sign into their Cloud account from a mobile browser and see their work schedule in the Field User view.
Check out this article for more details.
Inviting Field users is easy; you only need their email addresses. Once they accept the invitation, they can create their account, add their name and professional details to their Cloud account.
If a coworker is performing the tasks of both the Office user and Field user, you’ll need to have separate user accounts; one as an Office user and another as the Field user. So, you need to send separate invites to them on two different email addresses.
To invite one or more Field users:
1/ Go to "Account > Users & Permissions" under Settings.
2/ Click "Invite field users" at the top of the Field Users table. This will open a modal to invite Field users.
3/ Type their emails and click "Send invite."
You will see a toast message that confirms the invitation was sent.
The users will receive an email with a "Join the Team" link. Clicking the "Join the Team link will open the sign-up page, and they can create their user account under your subscription.
If you want to resend the invitation to a user, check out this article.