Accounts, teams & roles

This page walks you through everything about getting people into FieldLabel: signing up, creating your organization, inviting teammates, choosing what each person can do, and keeping your own profile and password up to date.

Every organization lives at its own web address (for example, app.fieldlabel.app/your-company). You can belong to more than one organization and switch between them from the account menu in the top-right corner.

Creating your account

You can sign up with an email and password, or with a single click using Microsoft (and, where enabled, Google).

Sign up with email and password

1. Go to the Sign In page and click Sign up.
2. Enter your Name, Email, and a Password (at least 8 characters).
3. Click Create Account.
4. You’ll see a Check Your Email screen. Open the verification email and click the link to confirm your address.
5. Once verified, return and click Sign in to log in.

Verify before you sign in

Email/password accounts must verify their email before they can log in. If you try to sign in too early, you’ll see Email Verification Required — check your inbox, or click Resend verification email to get a fresh link.

Sign up with Microsoft or Google

On the Sign In or Sign Up page, click the Microsoft or Google button instead. Social sign-ins skip the email-verification step and take you straight to the next step: creating or joining an organization.

If you ever forget which login methods you’ve connected, your Profile page shows a Connected Authentication Providers list whenever more than one is linked.

Setting up your organization

The first time you sign in without belonging to any organization, you land on the Onboarding page, where you can create a new organization or join an existing one.

Create a new organization

1. In the Create Organization card, enter an Organization Name. The Organization Slug auto-fills from the name.
2. Optionally edit the Slug. It must be 3–50 characters using lowercase letters, numbers, and hyphens only — it becomes part of your organization’s web address.
3. Click Create Organization.

You’re taken straight to your new organization’s dashboard as its first Admin. If the slug is already taken, you’ll be asked to choose another.

The name and slug are permanent

An organization’s name and URL slug are set only when it’s created — there’s no setting to rename an organization or change its address later. Choose carefully.

You can create additional organizations any time from the account menu under Organizations → Create Organization.

Join an organization with an invitation

If a teammate invited you, you’ll receive an email with a join link.

1. Open the invitation link from your email. (If you only have an invitation token, paste it into the Have an Invitation? card on the Onboarding page and click Join Organization.)
2. On the You’re Invited! screen, review the organization name, the invited email, and your assigned role.
3. If you’re not signed in yet, click Create Account (your email is pre-filled) or Sign In. If you’re already signed in with the invited email, click Accept Invitation.
4. Once accepted, you’ll be redirected to the organization’s dashboard.

Note

Invitation links expire after 7 days and can be used once. Signing up directly through an invitation link auto-accepts it and marks your email verified, so you skip the verification step.

Roles: Admin, Lead & Member

FieldLabel has three internal roles for your staff. (Customers who use the Customer Portal are a separate kind of “external” user, managed elsewhere — they don’t appear in your team list.)

• Admin — full access: organization settings, billing, managing people, and all data. Admins are the only people who can invite teammates, change roles, remove members, revoke invitations, and edit branding.
• Lead — everything a Member can do, plus deleting customers, assets, and jobs, managing templates, and bulk label actions.
• Member — view and edit customers, jobs, assets, and QR labels. This is the right fit for most field technicians.

The person who creates an organization automatically becomes its first Admin.

Managing your team

Admins manage the team from Organization Settings → Team Members (open the account menu, choose Organization Settings, then click Team Members in the settings sidebar).

Team-member limits depend on your plan

Each plan allows a set number of internal team members: Free 1, Basic 5, Pro 15, and Pro+ unlimited. When you reach the cap, the invite form is disabled and an upgrade prompt appears. Compare plans →

Invite a team member

Admins only.

1. Go to Organization Settings → Team Members.
2. In the Send Invitation card, enter the person’s Email Address.
3. Choose a Role from the dropdown: Member, Lead, or Admin.
4. Click Send Invitation.

The invitee receives an email with a join link, and the invitation shows up in the Pending Invitations list below. You can’t invite an email that already belongs to a member or already has a pending invitation.

Change a member’s role or remove someone

Admins only.

1. Go to Organization Settings → Team Members.
2. In the Organization Members table, use the Role dropdown next to a person to switch them between Admin, Lead, and Member.
3. To remove someone, click the remove (person-minus) icon in their Actions column and confirm.

The last Admin is protected

You can’t remove yourself, and you can’t demote or remove the only remaining Admin — your organization must always have at least one. Those rows show (You) or (Last admin) instead of action controls. (Leads don’t count as Admins for this rule.)

Revoke a pending invitation

Admins only. If someone hasn’t accepted yet and you want to cancel:

1. Go to Organization Settings → Team Members.
2. In the Pending Invitations table, click the trash icon in the Actions column and confirm.

Revoking removes the invitation so its link can no longer be used.

What Members and Leads see

Members and Leads can open the Team Members page to see who’s on the team, but the invite, role, and remove controls are hidden — they’ll see an “admin permissions” message instead.

Your profile & password

Open the account menu (your avatar, top-right) and click Profile to manage your own account.

Edit your name

Under Profile Information, update your Full Name and click Save Changes.

Change your password

If you signed up with email and password, a Change Password card appears on your Profile page.

1. Open the account menu and click Profile.
2. In the Change Password card, enter your Current Password.
3. Enter a New Password and Confirm New Password (8+ characters).
4. Click Update Password.

Note

Changing your password signs you out of your other sessions. The Change Password card only appears if your account has an email/password login — if you only sign in with Microsoft or Google, you won’t see it.

Reset a forgotten password

1. On the Sign In page, click Forgot password?.
2. Enter your email and click Send Reset Link.
3. Open the reset email and click its link to reach the Reset Password page.
4. Enter a New Password and Confirm New Password (8+ characters, matching), then click Reset Password.
5. You’ll be sent back to Sign In to log in with your new password.

For privacy, the forgot-password screen always confirms that a link was sent, whether or not the email is registered. Reset links are single-use and expire — if yours no longer works, just request a new one.

Where to next

• New to the app? Start with the Quick start.
• Learn your way around in Navigating FieldLabel.
• Ready to grow your team? Review Plans & pricing for member limits.