In FieldEx, keeping your user profile up to date ensures that notifications, reports, and task assignments are sent to the right place. Planners can update their own personal information such as name, email, and phone number via the user profile section.
This article explains:
How to update your name, email, and phone
Where to find your profile settings
What other fields are visible in your user account
How to Update Your Profile
Path: User Icon Top Right > My Profile > Edit
Alternate Path: Settings > Users > Select Your Name > Edit
When you open your user profile, you’ll see the following editable fields:
First Name
Last Name
Email
Phone
After editing, click Save to confirm your changes. Your updated email will be used for system alerts, password recovery, and customer notifications if applicable.
Other Fields in Your User Profile
While planners may not need to change every field, here’s what else is included in a typical user record:
Section | Field | Purpose |
Login and Reporting | Username | Used for login and tracking in reports |
Login and Reporting | Manager | Used to route approvals or escalate issues |
Access and Hierarchy | Access | Controls what modules and screens the user can see |
Access and Hierarchy | Hierarchy | Used for visibility rules, teams, or reporting lines |
Additional Details | Employee No / Skill / Department | Helps group users or filter job assignments |
Additional Details | Default Mobile View | Defines how this user sees jobs/tasks in mobile app |
Additional Details | Role / Level | Determines what actions the user can take in the system |
Tips for Planners
Ensure your email and phone are up to date for job notifications and emergency coordination
If you're not receiving alerts, check your notification preferences in the next article
Only Admins can update certain fields such as Role, Access, or Manager, contact them if needed