Please note that the Remote App is an optional add-on, please get in touch for more information.
A Mobile User can not log in to the Web Portal.
If you want to give your existing user additional permission to access the Web Portal, see Edit & Delete a User.
Add a NEW Mobile User (User does not exist)
- Select Admin > User
- Select Invites
- Select Send Invite
- Select Role = Mobile
- Site Limits are not relevant for Mobile Users, these are managed in the People tab
- Select the Category relevant to the person
- Add new users by
- Add Row
- Type in their email address manually
- Excel Upload
- Upload a list of emails, minimum requirement is a column with a header called email
- From People Email
- Select from people in your system, will only work if there is an email address associated with the person
- Add Row
- Select Verify
- The Status will tell you if there are any duplicates, you can delete these by selecting Delete Existing
- Select Send
| Invite Email Subject | Optional |
| Role | Select Mobile |
| Sites | Not relevant for Mobile Users, these are set up in the People tab. |
| Category | If the user doesn't exist yet as a person on the Web Portal (under the People tab), then they will be automatically created by the system under this category. |
| Expiry Days | Default 30 days, optional |