How mobile field permissions work

Modified on Mon, 15 Jun at 8:59 PM

INTENDED SEARCHES: mobile app permissions, field worker, before photos, after photos, measurements


Mobile permissions control what a field employee can do from the mobile app.


Settings may include:

- Can assign jobs.

- Require before photos.

- Require after photos.

- Can view customers.

- Can create quotes.

- Enable measurements.

- Mobile settings.


If an employee cannot see or do something:

1. Check their employee record.

2. Review mobile settings and permissions.

3. Confirm they are active.

4. Confirm they are assigned to the right team or job.

5. Contact support if settings look correct but access still fails.


Why this matters:

Mobile permissions protect customer data and keep field workflows controlled.


Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.


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