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Mobile users: Difference between revisions
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* '''Standard''' | * '''Standard''' | ||
* '''Inspections''' (includes the standard license and additionally [[Inspections]] features) | * '''Inspections''' (includes the standard license and additionally [[Inspections]] features) | ||
* '''External''' (used in projects for [[external users]]) | |||
Each user can have only one type of license active. | Each user can have only one type of license active. The Standard and Inspections licenses are user licenses. External licenses are per-organization. | ||
== Assign licenses automatically == | == Assign licenses automatically == | ||
Woodford can be configured to grant your users a suitable license automatically. When you enable '''Auto-assign licenses''' option in Woodford [[Settings]], users that log in to your | Woodford can be configured to grant your users a suitable license automatically. | ||
* When you enable '''Auto-assign licenses''' option in Woodford [[Settings]], users that log in to your backend server from a mobile device receive a license, as long as there's a license available. | |||
* When the automatic assignment is disabled, users are granted a temporary two-week license. Administrators can use this grace period to assign a permanent license manually to the user (see below). Without a permanent license, users lose access to the organization after two weeks. | |||
== Assign licenses manually == | == Assign licenses manually == | ||
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#* Optionally, use search or filter to find the users. | #* Optionally, use search or filter to find the users. | ||
#* Click '''Refresh''' to reload the list of users from the server. | #* Click '''Refresh''' to reload the list of users from the server. | ||
# In the '''Subscriptions''' pane, enable the license that you want to assign to the users. | # In the '''Subscriptions''' pane, enable the license that you want to assign to the users: switch the license selector to the right (green). | ||
You can also use this screen to: | |||
* Unassign licenses (making them available for other users): switch the license selector back to the central position (gray). | |||
* Block a user from the automatic assignment of licenses: switch the license selector to the left (red). | |||
[[File:Mobile users in woodford.png|600px]] | |||
In the example above: | |||
* The first two users have access to the Inspections license. Remember that the Inspections license also includes the Standard license. | |||
* Next three users have the Standard license. | |||
* Next three users currently don't have a license, but if the automatic assignment of licenses is enabled, they will receive the necessary license when they synchronize their apps with the server (as long as there are free licenses available). | |||
* The user Roland currently does not have a license. The Inspections license is also disabled for this user; i.e., when using automatic assignment, he can only claim a Standard license. | |||
* The last user has all licenses disabled and cannot benefit from automatic license assignment. | |||
== License states == | == License states == | ||
* '''Assigned''' / '''Enabled''': Users with this license state are able to synchronize, access | |||
The license selector can take three states: | |||
* '''Assigned''' / '''Enabled''': Users with this license state are able to synchronize, access the backend by using [[Resco mobile apps]]. | |||
* '''Disabled''': Users with this license state cannot synchronize (receives error “LICENSE: NOT FOUND”). | * '''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. | * '''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. | ||
Information about license errors are also available in the [[Log_files#License_issues|sync log]]. | |||
== Web app / web services access == | |||
Web app and web services access currently do not consume a license. This will change with release 14.1 (June 2021). | |||
[[Category:Woodford]] | [[Category:Woodford]] | ||