To allow your workforce to get access to Clik Remote, you will first need to set them up as users. This process will need to be completed in the main Clik Service database.
Firstly, go to Settings > Clik Remote > Manage Users & Settings.
This will then show you the Remote Setup screen. Select ‘New User’ and then select the type of login the user will be able to access (Manager, Engineer, Customer or Sales). Then click ‘Create’.
You will then be prompted to select the user's name, make the appropriate selection and then click on ‘Next’. See here for more information on creating a user login.
The next screen will allow you to set up the access privileges for the selected user. You can right-click and select ‘Allow All’ if you wish for a user to gain full access. Choose the appropriate selections for your user and click ‘Next’.
You will then be able to assign reports and templates to the user. To add a new report to the list, simply select ‘Add Report’, choose the report and click on ‘Select’. On this screen, you can also go to ‘Add Print Template’ to select the templates for the user to print out. Once you are happy with the selected list, click on ‘Next’.
The next screen will give you the opportunity to choose the widgets the user will see on their dashboard. Go to ‘Add Dashboard Widget’ then choose the widgets. Click on ‘Next’ when this is completed. See more about adding widgets here.
You can then set a password for the user and save. The user is now ready to use the Clik Remote login module.
The username will automatically be set as the user’s name. Please note, this is case and space sensitive.
Published: August 2019
Last Updated: January 2020