Updating Field User Privileges
This article will tell you how to set privileges for the app users and what each privilege does.
First, go to View > Staff in the Clik Cert office software.
Now select your field user from the list on the left and click on the ‘Privileges’ tab.
You will see a list of privileges. The device icon indicates the privileges for your field users.
The available privileges are as follows:
- Can assign certificate numbers – This privilege allows field users to assign cert numbers from the Clik Cert (Field) app.
- Can complete certificates – This means your engineer can complete the cert on the app. Allowing the cert to be given to the customer onsite.
- Can output certificates (Print, PDF) – Allows the engineer to print, email or save the cert.
Tick the ‘Allow’ button to enable these privileges.
Once you are happy, click ‘Save’
That’s it. The privileges have been set for the field mode user.