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Mobile users: Difference between revisions
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* The '''Mobile Users''' pane displays a list of users defined in your organization. | * The '''Mobile Users''' pane displays a list of users defined in your organization. | ||
* The '''Subscriptions''' pane shows information about licenses. | * The '''Subscriptions''' pane shows information about licenses. | ||
You can save the list of users and their license to a CSV file; click '''Export'''. | |||
== Types of license == | |||
App users require one of the following licenses. | |||
* '''Standard''' | |||
* '''Inspections''' (includes the standard license and additionally [[Inspections]] features) | |||
Each user can have only one type of license active. | |||
== Assign licenses automatically == | |||
When users log in to your CRM server from a mobile device, they may receive the Woodford customization depending on the '''Auto-assign licenses''' option in Woodford [[Settings]]. You can receive the Enabled or Pending states. Users can be added before they attempt to log in by using the ADD button. You can also Enable a disabled or a pending user, Disable the enabled or pending user or Delete a user. | When users log in to your CRM server from a mobile device, they may receive the Woodford customization depending on the '''Auto-assign licenses''' option in Woodford [[Settings]]. You can receive the Enabled or Pending states. Users can be added before they attempt to log in by using the ADD button. You can also Enable a disabled or a pending user, Disable the enabled or pending user or Delete a user. | ||
== Assign licenses manually == | |||
# Start Woodford and select '''Mobile Users''' from the '''Administration''' menu. | |||
# Select the users for who you want to modify licenses. | |||
#* Hold Ctrl to select multiple users. | |||
#* Optionally, use search or filter to find the users. | |||
# Enable the license that you want to assign to the users. | |||
== License states == | |||
* '''Assigned''' / '''Enabled''': Users with this license state are able to synchronize, access CRM by using Resco Mobile CRM application. | |||
* '''Disabled''': Users with this license state cannot synchronize (receives error “LICENSE: NOT FOUND”). | |||
* '''Unassigned''' / '''Pending''': User gets into pending state, when the Auto Assign licenses functionality in Woodford’s Setup is disabled, so licenses are assigned only manually. In this case, when a user synchronizes the Mobile CRM app for the first time (or previously used it, but was deleted from the Mobile Users), they get a temporary license, that’s valid for two weeks. During this time administrator can decide whether to assign a license to this user or not. After two weeks, when the temporary license expires, user receives an error “LICENSE: EXPIRED” and is no longer able to synchronize. | |||
If you want to manage licenses manually and decide in advance who can synchronize using mobile CRM app and who cannot, you need to grant licenses and disable users in advance. | If you want to manage licenses manually and decide in advance who can synchronize using mobile CRM app and who cannot, you need to grant licenses and disable users in advance. | ||