Learn about the critical permissions FieldSense seeks
If you manage a field force team, it becomes imperative to stay on top of your team’s activities. FieldSense is a powerful field force management app that helps you track progress, monitor tasks, and keep everyone informed while your team is out in the field. To ensure everything runs smoothly, there are a few permissions you’ll need to grant. In this guide, we will explain why these permissions are necessary and show you how to enable them.
FieldSense takes your privacy seriously. We only ask for the permissions that are essential for the app to function properly. For more details about how we handle your data, you can read our Privacy Policy.
1. Location Permission: Track Your Work Site
Location tracking is one of the core features of the FieldSense app. By granting location access, you enable the app to track your field team’s activities, monitor task completion, and optimize routes. Here’s how this permission benefits you:
- Accurate Field Tracking: Managers can track agents in real time to ensure tasks are completed on time and within the assigned area. This allows for quick adjustments if a team member falls behind schedule or encounters an issue.
- Task Optimization: With access to your team’s location, managers can assign nearby tasks, reducing downtime and travel, and helping improve efficiency.
- Geo-Tagging for Verification: The check-in and check-out feature automatically verifies the client’s location by recording the GPS coordinates when field staff arrive at and leave the site. This reduces errors and ensures accurate data.
Note: For the best experience and more accurate location-based features, make sure to enable location access Allow All the Time.
2. Camera, Photo/Media/Files and Storage Access: Take Photos for Your Records
FieldSense lets you take photos directly from the app, making it easy to document your work and attach images to field reports. Here’s why these permissions are necessary:
- Expense Reimbursement: The camera and storage permissions are required to enable users to capture and attach photos of their expense bills when submitting for reimbursement.
- Document Tasks: These permissions also allow users to take and attach photos while collecting data through custom forms, ensuring accurate documentation and seamless data entry.
Note: If you want to submit expense bills for reimbursement, you’ll need to enable camera and storage access.
3. Calendar Permission: Stay Organized
The calendar permission allows the app to integrate your work schedule into your device’s calendar. Here’s how it helps:
- Sync Tasks and Appointments: FieldSense can add tasks, meetings, or appointments to your calendar so you never miss an important visit.
- Reminders: You will receive reminders about upcoming visits, helping you stay on top of your schedule.
Note: If you grant the calendar permission you won’t be required to manually enter any appointments or tasks.
4. Background Permission: Allow the App to Run in the Background
Granting permission for the app to run in the background is important for continuous activity tracking and accurate data logging during working hours. Here’s why it’s needed:
- Track Activities Even When the App is Closed: This permission allows the app to capture your location logs even when FieldSense is not actively being used or is running in the background. It ensures that your movements are recorded throughout the day, improving task tracking and performance monitoring.
- Ensure Accurate Time and Location Data: This permission helps maintain accurate timestamps and location data for check-ins, check-outs, and task progress even when you are offline.
Note: Background location tracking helps ensure that managers get real-time updates on your team’s activity, even if the app is not open on your device.
5. Push Notifications: Stay Informed About Updates
Push notifications keep you updated about important changes, such as new tasks or deadlines. Turning on notifications will help you stay on top of your work.
- Receive Task Reminders: Notifications ensure you get timely reminders for upcoming tasks, meetings, or deadlines, helping you stay organized and never miss an important event.
- Push Alerts for Important Actions: Whether it’s a task completion update or a client check-in reminder, notifications help you take quick action when needed, improving overall task management and efficiency.
Note: By enabling notifications, you strike the perfect balance between convenience and personalization—making sure you never miss what matters most.
Why These Permissions Matter
Granting these permissions allows FieldSense to work smoothly. With the right permissions, you can take full advantage of the app’s features and make your fieldwork more efficient. Each permission helps the app do something important, like saving data, syncing with the cloud, or uploading expense bills when submitting for reimbursement.
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