Getting Started
Everything you need to access FieldOrchestrator, understand the enterprise and country role split, and begin operating the platform — from first login to live field execution.
Prerequisites
FieldOrchestrator runs in the browser. No desktop software or plugins are required. For a new deployment, customer setup is limited to the license key and break-glass administrator details; enterprise and country configuration is then completed through the administrative onboarding flow.
Supported Browsers
- Chrome90+
- Firefox90+
- Safari15+
- Edge90+
JavaScript must be enabled. Pop-up blockers should allow your FieldOrchestrator domain.
Mobile Devices
- Android 8.0 or later
- iOS 14 or later
Tablet form factors are fully supported for both Android and iPadOS.
Account Access
User accounts are provisioned by the relevant administrator for your enterprise or country scope. For first access, contact your implementation lead or support.
support@symbiowave.comFirst Login
Follow these steps on your first visit to the platform. Subsequent logins are faster once your session preferences are saved.
Navigate to your organisation's FieldOrchestrator URL (provided by your IT administrator).
Enter your work email address and password. If your organisation uses Single Sign-On (SAML or OIDC), click "Continue with [your provider name]" instead of entering a password.
On first login, select your preferred language — English or French. This preference can be changed at any time in your account settings.
You will be redirected to the Dashboard after successful authentication. The Dashboard surface shown depends on your assigned role.
If multi-factor authentication (MFA) is enforced by your organisation, you will be prompted to verify your identity before reaching the Dashboard.
SSO users: If your organisation has configured SAML or OIDC single sign-on, you will not need to manage a separate FieldOrchestrator password. Credentials are validated entirely by your identity provider. Contact your administrator if you are unsure whether SSO is configured for your organisation.
User Roles
FieldOrchestrator uses role-based access control. Every user is assigned exactly one role. Roles determine which modules, actions, and data a user can access.
| Role | Access Level | Typical User |
|---|---|---|
| Administrator | Full administrative access. When delegated enterprise access is present, the same administrator account can operate with enterprise-global or country-scoped authority. | IT Manager, SFE Lead |
| Manager | Operational management access for territories, route planning, approvals, analytics, and team execution. | Regional Sales Manager, District Manager |
| Medical science liaison | Medical-facing access for scientific exchanges, medical review workflows, and governed evidence visibility. | MSL, Medical Affairs |
| Representative | Mobile visit execution on an assigned route plan, personal visit history, pre-call intelligence briefs, and offline sync. | Field Medical Representative |
| Read-Only | Dashboard views, reports, and analytics. No ability to create, modify, or delete any records. | Executive, Auditor |
Full administrative access. When delegated enterprise access is present, the same administrator account can operate with enterprise-global or country-scoped authority.
IT Manager, SFE Lead
Operational management access for territories, route planning, approvals, analytics, and team execution.
Regional Sales Manager, District Manager
Medical-facing access for scientific exchanges, medical review workflows, and governed evidence visibility.
MSL, Medical Affairs
Mobile visit execution on an assigned route plan, personal visit history, pre-call intelligence briefs, and offline sync.
Field Medical Representative
Dashboard views, reports, and analytics. No ability to create, modify, or delete any records.
Executive, Auditor
Enterprise-global and country-admin are delegated administrative scopes layered onto administrator accounts; they are not separate base user roles. Role assignments are managed by an administrator in the User Management section of the platform.
Platform Setup Checklist
For administrators and managers
Complete the following steps before inviting field representatives. Each step unlocks additional capabilities downstream. Steps can be performed by administrators or managers with the relevant delegated scope.
Configure territories and assign field representatives to each territory.
Import or create the HCP (Healthcare Professional) directory — the foundation of all visit planning.
Configure the product catalogue with the brands and molecules your field force promotes.
Import initial sell-out or prescription data (optional, but required to activate Closed-Loop Prescription Intelligence).
Generate the first route plans for your team using the Route Optimization module.
Invite field representatives, assign their roles, and ensure each rep has completed first login.
Tip: Steps 1–3 are required for any field activity. Steps 4 and 5 unlock AI-powered features. Completing all six steps before go-live ensures the full platform experience from day one.
Installing the Mobile App
FieldOrchestrator uses a Progressive Web App (PWA) — a modern web technology that delivers a native-app experience without requiring app-store distribution. For 1.0.0 the supported field contract remains PWA-first, while enterprise SSO or managed-device posture can still be applied separately for elevated roles when your deployment supports it.
Android
- 1Open Chrome on your Android device.
- 2Navigate to your organisation's FieldOrchestrator URL.
- 3Tap the three-dot menu (⋮) in the top-right corner of Chrome.
- 4Select "Add to Home Screen" and confirm.
- 5FieldOrchestrator will appear as an app icon on your home screen.
iOS / iPadOS
- 1Open Safari on your iPhone or iPad.
- 2Navigate to your organisation's FieldOrchestrator URL.
- 3Tap the Share button (□↑) at the bottom of the screen.
- 4Scroll down and select "Add to Home Screen".
- 5Confirm by tapping "Add" — the app icon will appear on your home screen.
No app store required
Install directly from the browser in under 30 seconds.
Works offline
Visit execution and data sync work without a network connection.
Automatic updates
New versions are applied silently on the next app launch.
Getting Help
Multiple support channels are available depending on the nature of your question.
Email Support
For technical issues, account provisioning, and billing questions. Our support team aims to respond within one business day.
support@symbiowave.comMon–Fri, 08:00–18:00 CET
Documentation
The full platform documentation is available at any time from the docs link in your platform footer, or by bookmarking this page.
Internal Administrator
For access requests, role changes, territory assignments, and organisation-specific configuration, contact your internal FieldOrchestrator administrator — typically your IT Manager or SFE Manager.