Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: How to enable fieldbook and add users
Fieldbook is a legacy add-on, no longer available for new users.
There are two security matrix options you will need to check for Fieldbook to work.
System administrators will need to access the security matrix via Side Navigation:
Your Organisation > Organisation Settings > Organisation > Security Matrix.
Timesheet (project)
'Manage timesheet for others' allows any user access level ticked, to submit a timesheet for anyone in their organisation.
You may want to turn this on for "Project Managers", where they are a Team Lead or responsible for others (ie Assistant Project Managers).
Projects
'Assign tasks to Fieldbook' will allow the selected user access levels to assign tasks to a staff member.
You may want to turn this on for "Project Managers", where they are a Team Lead or responsible for assigning work to others (ie Assistant Project Managers).
Where to next?
What other features does this relate to?