User Management
Learn how to manage users properly.
By Mike and 3 others4 authors21 articles
- What is a user/member?Who is a user or member in Fulcrum.
- What is a user account?Describing what people use to access your Fulcrum plan.
- Collaborating with Other Users in FulcrumEfficiently collect, manage, and review data as a team using Fulcrum’s multi-user, collaborative features.
- As an owner/manager can I reset the password of one of my plan members?Why you cannot change a password for a member's user account.
- What are audit logs?How to use audit logs to monitor and audit user activities within your organization.
- Exporting a List of Organization MembersHow to download a CSV file of the current members of your plan.
- How do I set up Single Sign-on and User Provisioning?SAML-based SSO and SCIM-based user provisioning streamline user access and management by automating onboarding, offboarding, and role assignments through an organization's identity provider.
- Entra ID (formerly Azure) SCIM GuideThis article describes how to set up SCIM-based user provisioning through Microsoft Entra ID (formerly Azure Active Directory).
- Is there a monthly cost to add more users?The user cost for the various plan types in Fulcrum
- How do I add or import new users to my plan?Inviting or importing user accounts to be members of your Fulcrum plan.
- How do I remove members from my plan?Removing users from your plan.
- Okta SCIM GuideThis article describes how to set up SCIM-based user provisioning through Okta.
- Where do I manage and edit member permissions?How to change a user role and access to apps, projects and layers.
- GroupsLearn how to use Groups to manage member access to apps, projects, and map layers.
- How do I grant or revoke access to an app?Setting member permissions to apps or forms from within the app's dashboard page.
- How do I grant/revoke access to a custom layer?The ways you can control what users have access to layers in your plan.
- How do I Grant/revoke access to a project?Where you can control what projects a member of your plan has access to.
- Saving Records with Required Fields and Project SelectionsLearn how to handle required fields and project requirements effectively to ensure your data is saved across both mobile and web platforms.