Q&A for Admins

1. How can users log in to Fieldnode?

Users can log in using their email and a one-time password. Alternatively, if your organization prefers to use “Sign in using SSO” (Single Sign-On), your organization’s authentication system must be configured accordingly. SSO allows users to log in with their existing organizational credentials

2. Does an admin have access to all roles automatically?

No, the admin must assign additional roles to themselves via the Manage User Roles tab

3. Where do I go to manage user roles?

Navigate to the Roles tab from the main menu to view, create, and manage user roles

4. How do I create a new user role?

In the Roles tab, click Create a Role. You can then define the role’s name, permissions, and workflow access

5. Can I use default roles instead of creating custom ones?

Yes. When creating a role, you can click Generate Default Roles to automatically add standard roles to your organization

6. What kind of permissions can I assign to a role?

Permissions include actions such as Create, Update, and Close for different modules like RFQ, Subscription, Offer, Order, and Add Factory, depending on how your organization is set up

7. How can I customize a role’s permissions?

After creating the role, you can enable or disable specific actions (like Create, Update, Close) for each module, based on the role’s responsibilities

8. Can I edit a role after it's been created?

Yes. You can return to the Roles tab at any time to edit existing roles and update their permissions as needed

9. How do I assign a role to a user?

Once a role is created, go to the User Roles page and assign the desired role to the appropriate user

10. What happens if I don’t assign a role to a new user?

Without a role, a user may not have access to key features or workflows. Always assign a role to ensure proper access and functionality