How do I create a field user? (Mobile User)

When your team is first onboarded onto Retti, one of the tasks your office will need to complete is the creation of individual field users. These users are the mobile users who will be using the app for their day-to-day responsibilities while at your jobsites.

Office:

1. Navigate to the Users module using the navigation menu at the top of the screen.
   
   1. If you do not see the module it is likely due to your viewing permissions. Contact your office's Retti admin for assistance in gaining the necessary permissions.
   
2. Select Foreman in the top left corner of the screen to view all field users.
3. Select + Add in the top right corner of the screen.
   
4. In the pop-up menu, fill out the user’s personal information.
   1. For field users, the position will be Field User.
   2. Select any Specializations the user is qualified for.
      
5. Select Save.

Field User:

1. Navigate to the email inbox entered in the previous step.
2. Select the Accept Invitation link.
   1. If using a device that already was used to accept an invitation previously, opening Google Chrome in Incognito Mode and then accepting the invitation from your email is advised.
      
   2. If after some time the email has not come through, be sure to check your spam inbox- there is a chance the email was marked as a phishing attempt and automatically hidden. After confirming the email is legitimate, accept the invitation and proceed with the next steps. 
      
3. On the Set New Password screen, follow the prompts to create a secure and memorable password for your field account.
   
4. Select Register.

Now you're Retti to get started!