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Setting Up Site Users

Some customers may only want certain members of staff to have access to the sites they control rather than all sites when using Clik Remote.

This article will show you how you can create a user to have access to the jobs, invoices, contract visits and quotes for a particular customer site.

This process will need to be completed in the main Clik Service database.

To start, go to Settings > Clik Remote > Manage users and settings.

clik service settings menu, clik remote, manage users and settings

Once in the settings, you will then need to go to ‘New User‘, select ‘Site’ from the drop-down and click ‘Create’. Then type a username and click ‘Next’ to continue.

creating new clik remote site users

Now you need to select the sites you wish this user to have access to.

Click on ‘Add Sites’. A new box will appear for you to select the customer the site is on, you can then select the sites that are required by ticking the tick boxes. Once you’re happy, click ‘OK’.

adding sites to a clik remote sites user

Click ‘Next’ and you can set up the user’s permissions. You can either select the specific permissions you require by ticking the box or you can right-click and select ‘Allow All’.

setting clik remote site user privileges

Click ‘Next’ and you can now select the reports and templates you will allow that user to use.

To select a report click the ‘Add Report’ button and select the reports you require the user to have access to. You can use the Shift and/or Ctrl key on your keyboard to select multiple reports.

Once you have selected the one/s you need, click ‘Select’.

clik remote user setup wizard, add report

To add print templates for the user to use, select ‘Add Print Templates’ and choose the category of templates.

Then select the template and click ‘OK’ to confirm.

clik remote user setup wizard, add print template

Now click ‘Next’ and you can now allow the user to have access to some dashboard widgets.

Click ‘Add Dashboard Widgets’, select the dashboard widgets you require. Use the Shift and/or Ctrl key on your keyboard to select multiple widgets.

Click ‘OK’ to continue

adding widgets to clik remote site users

Click ‘Next’, create a password for your user and click ‘Save User’.

clik remote user setup wizard, set password

Now click ‘Close Wizard’.

That’s it, you have now created a Site login user. You just need to go to your Clik Remote Site and enter the username & password to log in.

Clik Remote

Clik Remote

Staff & Users

Setting Up Remote Users
Clik Remote

Clik Remote

Staff & Users

Setting Up Dashboard Users

Staff & Users

  • Setting Up Remote Users
  • Setting Up Dashboard Users
  • Setting Up Site Users
  • Adding Specific Templates for Users
  • Unlocking Suspended Accounts

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