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