How to setup App Settings

How to setup App Settings

This article will help you to set up the mobile App under Company Settings
The App settings contain the options to activate the forms for the Field Staff or Field worker. It
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Admin->Company Settings
  3. In the App Settings, You can restrict the access of forms for the Field workers.
  4. Only select the forms that should be displayed on the field workers' mobile app.
  5. If you want to give access to the Timesheet, Job Sheet, and Leave Request forms then tick those forms and click on Save.

    Also, you need to go to Admin-> Roles to set up Mobile form Access for a User Profile. 
  6. Once the field workers log in to the app only the allowed forms will be displayed on the app.


    Related Articles


    • Related Articles

    • How to setup Asset Settings

      This article will explain to setup General Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings The Asset Spreadsheet displays the list of Assets Update Asset Class: How to Create Asset Class Update ...
    • How to Setup the Company Settings

      This article will help you to set up the Company Logos, Units, Tax Rates, Accounts, Portal, App, Finance and Communication settings etc. Please follow the below steps to set up the Company Settings Navigate to the Web Portal and login On the ...
    • How to Setup Timesheet Settings

      Timesheet settings refer to the configurable options and preferences that can be adjusted to customize the behavior and functionality of a timesheet, Jobsheet and Leave Request forms Navigate to the Web Portal and login On the left-hand main menu, ...
    • How to Setup Purchasing Settings

      Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...
    • How to setup Portal Settings

      This article will help you to set up the Portal settings under Company Settings The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default ...