Permissions and the mobile app

Permissions and the mobile app

When you get to the point of setting up your mobile device, it will be important to understand what data will sync to it.  Data syncing to a mobile device will be based on what permissions are assigned to it in the Control Center.  If you need to understand permissions further please see the articles on setting up permissions here Module Settings.

If you are a company that has opted not to set up any permissions, all active employees, locations, tasks, and forms will sync to every mobile device upon activation. This is due to the fact that the system permissions are set up by default as “Full Access”.  Please note, if you have a large data set, “Full Access” can sometimes cause syncing times to be longer and mobile device performance may suffer.

If you have permissions set up and have applied them to your employees, the following will describe what data will show up on your mobile devices.


If we assign the electrical permission above to an employee and check the appropriate device in the permission list, the following data will be synced to that device:


Locations/Jobs

    15-100Lone Peak Renovation

    16-002Office Renovation

    16-003 Convention Center


Tasks/Cost Codes

    16000ELECTRICAL

    16001Wiring

    16002Conduit

    16003Rough-In Electrical

    16004Low Voltage


Forms

    Cleaning Form

    Clock Out Form



If we assign the Costco permission above to an employee and check the appropriate device in the permission list, the following data will be synced to that device:


Locations/Jobs

    15-103Costco Orem


Tasks/Cost Codes

    02500LANDSCAPING

    02501Pavers & Hardscaping

    02502Retaining Walls

    02503Irrigation Systems

    02504Shrubbery


Forms


    Abe’s Form


You will also see on both permissions that the only device checked is “David’s iPad Air 2”.  That indicates that these permissions will be able to sync to the device labeled “David’s iPad Air 2” and only “David’s iPad Air 2”.  Please note, permissions will not sync to any device unless it is assigned to an employee.


Let’s dig in a little deeper now.  Let’s say that the following permissions are assigned as follows and they are synced to “David’s iPad Air 2”.


John Smith – Electrician

Pete Jones – Costco


When John Smith logs into “David’s iPad Air 2” he will see the following data:


Locations/Jobs

    15-100Lone Peak Renovation

    16-002Office Renovation

    16-003 Convention Center


Tasks/Cost Codes

    16000ELECTRICAL

    16001Wiring

    16002Conduit

    16003Rough-In Electrical

    16004Low Voltage


Forms

    Cleaning Form

    Clock Out Form



When Pete Jones logs into “David’s iPad Air 2” he will see the following data:


Locations/Jobs

    15-103Costco Orem


Tasks/Cost Codes

    02500LANDSCAPING

    02501Pavers & Hardscaping

    02502Retaining Walls

    02503Irrigation Systems

    02504Shrubbery


Forms

    Abe’s Form


Important Information

If you are a WorkMax System Administrator, you will also be able to log into “David’s iPad Air 2”.  The information available to the WorkMax System Administrator will be the aggregate of the data from the synced permissions.  

A WorkMax System Administrator will see the following data when logging into “David’s iPad Air2”.


Locations/Jobs

    15-100Lone Peak Renovation

    15-103Costco Orem


    16-002Office Renovation

    16-003 Convention Center



Tasks/Cost Codes

    02500LANDSCAPING

    02501Pavers & Hardscaping

    02502Retaining Walls

    02503Irrigation Systems

    02504Shrubbery

    16000ELECTRICAL

    16001Wiring

    16002Conduit

    16003Rough-In Electrical

    16004Low Voltage



Forms

    Abe’s Form

    Cleaning Form

    Clock Out Form


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