Changes

Jump to navigation Jump to search
726 bytes added ,  09:00, 29 October 2019
no edit summary
Line 6: Line 6:  
* 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.
   −
; License states
+
== Assign licenses manually ==
: '''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”).
+
# Start Woodford and select '''Mobile Users''' from the '''Administration''' menu.
: '''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.
+
# 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.

Navigation menu