Fieldcode Manual

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Under this tab you can configure account settings. You can check and edit your account details in this menu, like your account email address, your company details, your main Fieldcode contact.

Inside the Admin panel go to Access → Account
Expand the menu by clicking the expand arrow in the navigation  OR click directly on the Account button to reveal all options of Access.

Fieldcode is free to use for 90 days
About the free usage

What does "user-based" and "session-based" mean?

  • User-based: The free plan is tied to one specific user account.
  • Session-based: You can use the Fieldcode FMA app on one device simultaneously. You cannot simultaneously use the Fieldcode FMA app on another device if the other person is already logged onto the first device.
Payment method validation

If you do changes in the payment method tab, you need to click the Submit button before Save in order to first validate your payment method changes.

  1. The Upgrade can be initated by going to Access → Account → Pricing Plan → UPGRADE NOW
  2. Enter your credit card number.
  3. Enter the month of the credit card exhibition.
  4. Enter the year of the credit card exhibition.
  5. Enter the CVV of your card.
  6. (Optional) – Enter the first name of the cardholder.
  7. (Optional) – Enter the last name of the cardholder.
  8. Click Submit first.
  9. Click Save afterward.

Feel free to check out our different plans either on the pricing plan tab or the Fieldcode website. You can also find our terms & conditions there.

Submitting credit card details

The main page allows you to check your account details, which you entered into the system when you registered. Your account details include information about the Account email address, the Custom URL, Company Details, Main Contact, Subscription type, Payment method, Data Security Agreement, and SMTP email settings.

Account Details
Subscription plan overview and SMPT Email settings
Edit Account Settings button
  1. To edit the Account you have to scroll on the main page of the Account to the right first.
  2. Then you should see the pencil button with Edit Account Settings.
  3. You can then edit the following tabs: Account Email Address, Company Details, Main Account tab, and SMTP Email address.

You can change your Account Email Address in this tab:

  1. Click on the X on your current email address.
  2. Enter your new email address in the field.
  3. Click Save.
Account Email Address tab

You can change your company details in this tab:

  1. Click on the X on the Name field and replace it with the new name.
  2. Click on the X on the Street field and replace it with the new Street name.
  3. Click on the X on the ZIP field and replace it with the new ZIP.
  4. Click on the X on the City field and replace it with the new city.
  5. Click on the X on the Country field and insert the new country.
  6. (Optional) – Click on the X on the Phone number field and replace it with the new number.
  7. (Optional) Replace the default Fieldcode Logo with a custom logo for Work place and Admin panel by enabling the “Use Custom Logo” toggle.
    The logo will afterwards be visible in the top-left header of both applications if the logo requirements are met.
  8. Click Save.
Company details tab

You can change your main contact in this tab:

  1. (Optional) – Select the new salutation from the drop-down.
  2. Click on the X on the First Name field and replace it with the new First Name.
  3. Click on the X on the Last Name field and replace it with the new Last Name.
  4. Click Save.
Main contact tab

If you enable SMTP email all your automated emails will be sent from a dedicated email address. This is for example if you for example use some specific automated actions which requires that emails are not sent from a Fieldcode email address. Instead, you can use a dedicated SMTP Server configuration and use for example your  company email address.

SMTP email settings on a global level
  • In the Account menu, you configure the SMTP email settings on a global level, which means that the email sender will default to your choice.
  • If you want to configure SMTP email settings on a project-base you have the option to do this inside Admin Panel -> Projects -> SMTP Email Settings.
  • Expected behavior if SMTP and global SMTP is configured -> Project SMTP will be taken for configured projects, global SMTP for not configured ones.
  • Configuring a "Custom Sender" inside Custom Automated Actions is only possible if the SMTP is configured either on project or global level.
  • Decide if you directly want to activate the global based SMTP email configuration.

  • Enter the user name that you use for logging in into the SMTP Account.

  • Enter the password that you use for logging in into the SMTP Account.

  • Enter the from email address. This email address will be later visible when sending out emails to customers for this project.

  • Enter the from display name. This display name will be later visible when sending out emails to customers for this project.

  • Enter the SMTP Host address. On the left, you can see what it might look like. You can find the SMTP host address for example by checking mail provider support pages.

  • Enter the SMTP Port. On the left, you can see what it might look like. You can find the SMTP host address for example by checking mail provider support pages.

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