Mobile Installer CLIENTS Dashboard Section not visible.
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Alejandro Lugo
Mobile Installer is our every-day tool for our Technicians on on the field, but for our new (on probation) Technicians, being able to have access to our whole CLIENTS list is dangerous, as we have experienced in the past with previous technicians.
We would need to find a way to denied access to our CLIENTS list on Mobile Installer for specific USERS (Technicians).
Thank you!
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Naresh Nichani
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Naresh Nichani
Alejandro Lugo - The team has fixed this today. Mobile Installers (not admins) can view only clients for tasks and service orders they are assigned to in the Dashboard and not all Clients. Admin users of Mobile Install can view all Clients in the Dashboard. Please check if this works as expected.
Alejandro Lugo
Naresh Nichani Thank you so much!
This is exactly what we were looking for!
We really appreciate the time and effort you put into this.