Organization
Your directory of departments, employees, subcontractors and office staff, with or without a Fylder login.
Organization is your company directory. It lists everyone who works with you, whether or not they sign in to Fylder, arranged in departments.
Directory vs. logins
The directory is about people: crew, subcontractors, office staff. Users & logins is about who can sign in. A person can be in the directory without a login. When their email matches a login on your team, Fylder links the two automatically.
Departments
Departments work like folders. They can hold people and other departments, up to six levels deep. For example:
Field
├── Electrical crew
│ ├── Crew A
│ └── Crew B
└── Service techs
Office- New department adds a top-level department. Inside a department, New sub-department adds one inside it.
- From a department's ⋯ menu, choose Rename, move or recolour to change its name, colour or where it sits.
- Delete department moves everything inside it, people and sub-departments, up one level. Nothing is lost.
Select Everyone to see the whole directory, or No department to find people you haven't placed yet.
Add a person
Select Add a person and fill in:
| Field | Notes |
|---|---|
| First name, Last name | Only the first name is required. |
| Email, Phone | The email links them to their Fylder login, if they have one. |
| Job title | Such as "Journeyman electrician". |
| Type | Employee, Subcontractor, Contractor or Other. |
| Status | Active or Inactive. |
| Department | Where they sit. |
| Start date | When they started. |
| Hourly rate | For timesheets and job costing. Only owners and admins can see or change it. |
| Notes | Tickets, certifications, truck number and so on. |
Badges
| Badge | Meaning |
|---|---|
| (none) | The person has a Fylder login. |
| Invited | They've been invited and haven't accepted yet. |
| No login | They're in the directory but don't sign in. |
| Inactive | They no longer work with you. |
Invite someone to Fylder
Next to a person with an email address and no login, select Invite to Fylder. Choose their access:
- Member: clients, quotes, jobs, invoices and logging materials
- Admin: everything, including settings and the team
- Viewer: read-only
Move several people at once
Tick the people you want (or tick the box at the top to select everyone shown), then choose a department from Move to….
Search
Search by name, job title, email or phone.
Why it matters
People in the directory can be assigned to project tasks, even if they never sign in. Their tasks show in My work once they have a login with the same email.
Remove someone
From a person's ⋯ menu, remove them from the directory. Their Fylder login, if they have one, isn't affected.