• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Setting Up Office Users

This article explains how you can create logins and set privileges for users that require access to the desktop NICEIC Cert Software.

To see how to set up users for Clik Cert Electrical, please see this guide.

To set up a new user, go to View > Staff.

niceic cert software view menu drop down, staff

Here you will be able to view all your staff. Office users are indicated by the building icon in the staff list:

office user icon

In the staff, screen click ‘Add Staff Member’ and select ‘Add Office User’ from the drop-down.

adding an office user

You will then be prompted to add the staff details, along with a password for that user.

staff member name and password

You can then add further details in the ‘Details’ tab. Tick the ‘Office User’ box to allow the contact to be able to log into the desktop office mode.

user details, office user tick box

Then, go to the ‘Privileges’ tab to set what the user can access.

user privileges list

Click ‘Save’. You will then be prompted to perform a sync with the cloud to confirm any changes.

saving changes and syncing to the cloud

You will then be able to log into the office software with this user. Go to File > Login to switch users and select the new contact from the dropdown.

NICEIC Cert Software

NICEIC Cert Software

Field Users

Setting Up Field Users
NICEIC Cert Software

NICEIC Cert Software

Staff & Users

Controlling User Privileges

Staff & Users

  • Setting Up Office Users
  • Controlling User Privileges
  • Setting Up Signatures
  • Removing Shared Signatures
  • Marking Staff as No Longer Employed
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved