Ctrlk
Content improved by AIContact Us
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Device policies and settings

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

Device policies and settings controls how the mobile app behaves for field employees.

Use it to decide what employees can view, edit, create, and send.

How settings are applied

You can apply app settings in two ways:

  • as a default setup for all employees

  • as custom settings for one employee

When an employee has custom settings, future changes to the default settings no longer apply to that employee.

You can reset custom settings later if needed.

Main setting groups

These groups cover most app behaviour:

  • View, Default values, and Adjustments

  • Duties, Email, and Features

  • Sync, Tasks, Warehouses, and Assets

  • Map, Customers, and Track and trace

Change 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 change the default setup.

3

Adjust the settings

Open the sections you need and change the options.

4

Save

Click Save.

Your changes are stored immediately.

5

Synchronise the app

Ask employees to synchronise the app.

Then have them close and reopen it.

Changes do not take effect on the device until the app synchronises.

Common examples

Use app settings to:

  • require a minimum number of photos before sending

  • allow or block work order creation in the app

  • control whether customer or price details are visible

  • enable map features, assets, or Timesheets

FAQ

Do changes apply immediately after saving?

No. The device must synchronise first.

Why do two employees see different options?

One of them may have custom app settings.

Can I reset an employee back to the default setup?

Yes. You can reset that employee's custom settings.

Can I require photos before employees send a work order?

Yes. Set the minimum number of pictures in the duties section.

Related topics

PreviousSynchronise the mobile app
NextPaired devices

Last updated

Was this helpful?