Staff Accounts¶
How to create login accounts for field staff so they can use the Ftrack Mobile app.
Access the Feature¶
Step 1: From the menu, go to Prepare Data → Staff Accounts
Create a Single Account¶
Step 2: Click Add New to create an account for one staff member
Step 3: Fill in the details:
| Field | Description | Required |
|---|---|---|
| Full Name | Staff member's full name | Yes |
| Used for login | Yes | |
| Phone Number | No | |
| Role | Staff / Supervisor / Admin | Yes |
| Territory | No |
Step 4: Click Save — the system will send an activation email to the staff member
Import Accounts in Bulk¶
Step 2 (alternative): Click Download Template → Fill in the staff list → Upload & Import
Tip
Use bulk import at the start of a project when creating many accounts at once.
Roles and Permissions¶
Ftrack supports these roles: - Admin: full system access - Supervisor: view reports, manage staff in their territory - Field Staff: use mobile app to complete visits
Update and Deactivate Accounts¶
To edit: click the edit icon on the account row
To deactivate: click the lock icon — the staff member cannot log in, but historical data is preserved