This article will tell you how to set privileges for the field users and what each privilege does.
First, go to View > Staff in the office software.
Now select your field user from the list on the left and go to the ‘Privileges’ tab. To set up field mode users please see this support article.
You will see a list of privileges with a device icon () icon next to it. This means it’s a privilege for your field users.
The available privileges are as follows:
- 'Can assign certificate numbers' – This privilege allows field users to assign certificate numbers from the Clik Cert app
- 'Can complete certificates' – This means your engineer can complete the certificate on the app, allowing the certificate to be given to the customer onsite.
- 'Can output certificates (Print, PDF)' – Allows the engineer to print, email or save as a pdf the certificate
Just 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.