This article will explain how you can grant or revote Field Mode access to your existing users in the staff database. Granting a field mode licence to a contact will allow that user to log into Clik Cert Electrical or Field Mode.
You can also create new Field Mode users by following this guide.
Note: You must be logged in as the admin account or as a user that has privileges to create staff on the main office software first before you can complete the following steps.
Go to View > Staff.
Here you will be able to view all your staff. Select the user from the left-hand side list and navigate to Options > Grant Field Licence.
You will then need to select ‘Save’ to sync these changes out to the cloud.
The engineer will then be able to log into Field Mode or Clik Cert Electrical.
You can see the number of field licences assigned to your account at the top of the ‘Staff’ page. If you require extra licences or have any questions about licencing, please contact your account manager.
If you need to remove access for a user, go to Options > Revoke Field Licence.
Published: February 2020
Last Updated: April 2020