Device policies and settings

Control what field employees can see, edit, and sync in the mobile app.

Device policies and settings control the OutSmart mobile app.

Use them to decide what field employees can view, change, and synchronise. You can apply settings globally or per employee.

How these settings work

Global settings apply to all employees without custom settings. If you change settings for one employee, that employee gets custom app settings.

Custom settings stop following future global changes. You can reset them later if needed.

Main setting groups

These sections cover most app behaviour:

• View, Adjustments, and Features
• Sync, Tasks, and Warehouses
• Customers, Map, and Track and trace

Update app settings

1

Open the page

Go to Settings. Search for Device policies and settings.

2

Choose the scope

Select an employee to change one device profile. Leave the employee field empty to update the default settings.

3

Change the settings

Open each section and adjust the options you need.

4

Save

Click Save. Your changes are stored immediately.

5

Sync the app

Ask employees to synchronise the app. Then close and restart the app.

App changes do not appear until the device synchronises.

Common examples

• Limit how many future work orders sync to the app.
• Require a minimum number of photos on a work order.
• Hide customer or pricing details in the app.

FAQ

Do changes apply immediately?

No. Employees must synchronise the app first.

Why do two employees see different options?

One of them may have custom app settings.

Can I reset one employee back to the default?

Yes. You can reset custom app settings to the default profile.

Related settings

• Connect a smartphone or tablet
• Create a role
• Settings