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How do I give users access to the Mobile App?

Users can be added to Certainty in the Admin Portal in 'Administration - Users & User Groups' and you can give them access to the Mobile App here.

Giving field users access to the mobile app

To add a field user so they can complete checklists (audits, inspections, assessments):

  1. Go to 'Administration – Users & User Groups – Users'.
  2. Click the green 'Add' button to open the 'Add user' form.
  3. You need to fill out Login details, Personal details and decide what Access & roles to give the user.
  4. If you want to create a field user – Set ‘Mobile app access’
  5. Click ‘Save’.

Notes

  • You can give the user access to all sites in the Mobile App (default) or if you wish to limit their access to only some sites and site groups set the ‘All sites’ toggle to off.
  • If you turn the ‘All sites’ toggle to off you can choose which site groups and sites the user will be able to complete checklists for in the Mobile App.
  • We recommend that you set up site groups for users that have similar needs to speed up the process when giving site access. You can always change a users access later if you want to limit or expand their site access.
  • Mobile App users can have different sites and checklist access but all Mobile App users have the same basic permissions to start, edit and submit checklists and to add and edit actions and comments so you do not need to assign roles to a Mobile App user. What a user is able to do when completing a specific checklist or editing an action during an audit, inspection or assessment can be determined by workflow settings.

Learn this next... 

How do I add and edit Role Groups in the Admin Portal?