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Syncing Addresses to Field Users
If you need your field users to access your customer addresses when using Clik Cert Electrical, you will first need to sync the selected addresses. This article will show you how to do this.
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.
Click on the ‘Customers‘ tab and 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.
Click ‘Okay’.
When the sites have been added, click ‘Save’ to sync the changes to the cloud.
The user will then be able to add the selected company to their certs when using Clik Cert Electrical.
