This article will explain how to set up engineers as field users in the NICEIC Cert Software; this will allow the engineer to use the software with the Clik Cert Electrical apps.
Note: This process will need to be completed in the main desktop software.
You must be logged in as a user or as the admin account that has privileges to create staff members.
The first thing is to create the engineer in your database or select an existing engineer, do this by going to View > Staff.
Next click on ‘Add Staff Member’ and fill in the details of that staff member, making sure you tick the ‘Engineer’ box.
The first name and surname of the staff user will be the username when logging into Clik Cert Electrical. This is case sensitive and will require a space.
Now head to the ‘Login & Privileges’ tab and select ‘Allow login’, you will now be prompted to create a password. Click ‘Ok’ once done.
Now, click the box ‘Field User (can use Clik Cert Electrical & Field Mode)’. Once finished click on the ‘Save’ button.
Next, you can decide what clients, addresses, certificates and templates you would like to make available to the field user by selecting the ‘Field Users’ tab.
To add a customer, for example, click ‘Add’, this will show you a site view of your address book. If you wish to select multiple sites, hold the shift or CTRL key and highlight multiple.
Next, if you would like to send certs for the app user to work on (they can create blank certs directly on the device) go to ‘Certificates’, click 'Add', select the certificate and click ‘Okay’.
Finally, in this section you can also select any templates you wish your field users to use onsite, by simply selecting the ‘Templates’ tab, clicking ‘Add’, selecting the templates and clicking ‘Okay’.
Next, we need to get a pin number for the user to log in, go to ‘Edit’ > 'Settings'.
Select the tab ‘Field Users’, go to ‘Other tools’ and select ‘Sync Users’.
Now click on the button to obtain a pin code. The PIN number will now be displayed.
When you open the Clik Cert Electrical, you will be prompted for the Pin Number. Next, enter your Username & Password that was created earlier and you will be ready to go.