Sending Customer Addresses To Field Users
In order for your field users to add existing customer details to certs when using Clik Testing (Field), you will first need to send the specific sites for them to access.
You will need to complete this process in the main NICEIC Cert Software database.
First, go to View > Staff.
Here, select the user from the right-hand side list or add a new field user.
Navigate to the ‘Field User Data’ tab and then click on the ‘Customers’ tab.
You will then be able to see the list of companies the user can access on Clik Testing (Field).
If the ‘Field User Data‘ tab is not visible for the selected user, they might not be marked as a field user. Make sure to tick the ‘Engineer‘ box under the ‘Details‘ tab and go to Options > Grant Field Licence. See the full steps for setting up new field mode users here.
To add a new company site, click on ‘Add’.
You can then select the relevant site/s you want the user to access by using the dropdowns or search function.
If you want to only send the main address for companies, select the ‘Only select main addresses‘ tick box.
When the sites have been added, you will then need to click ‘Save’ to ensure the changes are synced to the cloud.
The user will then be able to add the selected company to their certs when using Clik Testing (Field). See how to add company details here on the app here.
This process was amended in v22.214.171.124 and v126.96.36.199. Make sure your software is up-to-date to get the latest features and improvements.