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