Best Suited for:
- Admins managing technician permissions
- Back Office users configuring mobile app capabilities
Important Information:
- Technicians can add captions or comments to photos in the worker app
- Two specific permissions must be enabled for this functionality
Strategic Workflow:
- Enhances photo documentation with context and notes
- Supports better communication between field workers and office staff
Process Description:
- Navigate to My Office > Workforce Management
- Locate the employee whose permissions need to be updated
- Edit their profile, by clicking the pencil icon
- Go to the Access tab
- Enable the necessary permissions under "System Access Permissions"
- Check the box for Update under "Jobs"
- Check the box for Update under "Estimates"
- Click Save
Step-by-Step Instruction:
- Go to My Office > Workforce Management
- Find the employee in the list
Please click the above image to enlarge
- Click the pencil icon to the right of their name
- Select the Access tab
- In the "System Access Permissions" section:
- Check the box for Update under Jobs
- Check the box for Update under Estimates
Please click the above image to enlarge
- Click Save & Close or Save to save the changes