Home > SI Documentation (v13) > Administrator Guide > Setup > Control Panel > Users > Create Mobile Install Users

Create Mobile Install Users

Table of contents
  1. Details
  2. Steps
  1. Details
  2. Steps

Details

 

A Mobile Installer login can be created for anyone in your company, regardless of whether or not they have the ability to log in to SI or not.

Steps

 

  1. Open the Manage Users form by going to the Control Panel interface and selecting Users.

 

start control panel.jpg

 

  1. Double-click the Users icon:

 

users button.png

 

  1. On the Manage Users form, click the [New] button.

 

new button.png

 

  1. Fill in the fields, select a Group from the dropdown. To make this person a Mobile Installer, click the "Mobile Installer" option. This fields will then auto-fill with the email from above and assign a role of either "Administrator" or "Installer". Mobile Installer "Administrators" can view all Tasks/Service Orders in the Mobile Install interface while "Installers" can only view their own Tasks/Service Orders.

 

new_user_form.png

 

  1. When done click [Save and Close]:

 

save and close.png

 

A message will display explaining that an email has been sent the Mobile Installer you just set up:

 

confirmation.png

 

The email will contain their login information and a link for Mobile Install:

 

mobile_installer_email.png

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