Fieldfolio Help

Invite Reps to your catalog

Give reps access to browse products and post orders.

To give Reps access to browse and post orders with the Fieldfolio iPad app you only need to invite them using their email address:

  1. Fieldfolio Admin > Accounts & Settings > Invite New Rep
  2. Enter your Reps email address

If your Rep is not already a Fieldfolio Rep user, they will receive an email with instructions to activate their account and install the Fieldfolio iPad app. Once the iPad app is installed and they have logged in, your catalog will automatically download.

If your Rep is already a Fieldfolio Rep user, we will notify them by email that you have invited them to your catalog, and next time they launch Fieldfolio for iPad your catalog will automatically download.

Your Rep will immediately be able to browse your catalog and post orders for your customers.

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