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Setting Up New Field Users
This article will explain how you can set up your engineers as field users in the Clik Cert software. This will allow the user to log into the Clik Cert (Field) apps.
In the office software, go to View > Staff.
Here you will be able to view all your staff. Field users are indicated by the van icon in the staff list:
To create a new user, select Add Staff Member > Add Field Engineer.
This will then prompt you to add the name and password for the new user. Fill in the details and click ‘Ok’.
The user will then be created and automatically be ticked as an ‘Engineer’ in the ‘Details’ tab.
Click ‘Save’ to confirm any changes and sync the user details to the cloud.
When creating a new field user, you will be notified of the pin code required to log in for the first time on the apps.
If you need to find the pin code again, go to Edit > Settings > Field User in the office software.
