Mobile Settings Screen Field Reference
Use the Mobile Settings screen to manage user access to projects and project details in ProContractor Mobile and to generate a user's login credentials for the mobile application. To access Mobile Settings, click New or Edit for a contact on the Mobile User Settings screen ( ). Click Apply to apply your changes and continue working on the screen. Click Save & Close to save your changes and return to the Mobile User Settings screen.
Field | Description |
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User Info | |
Name | Displays the name of the mobile user whose settings are shown. |
Status | Click
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Credentials - The mobile user needs an authentication code and PIN to access ProContractor Mobile on their device. A mobile user with multiple devices can use the same authentication code and PIN on all their devices. | |
Authentication Code | Displays the authentication code the mobile user will use to log into ProContractor Mobile. |
User PIN | Displays the PIN the mobile user will use to log into ProContractor Mobile. If the field is blank, click Generate to create a PIN for the mobile user. |
Generate | Click to generate a PIN for the mobile user. Once a PIN has been generated, the button is disabled. |
Distribute Credentials | You can send the authentication code and user PIN to the mobile user in a email. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message. To ensure successful connection to ProContractor Mobile, be sure to inform the user that the Authentication Code and User PIN are case sensitive. To send the authentication code and user PIN to the
mobile user:
|
Project Control - Select between dynamic and manual control of project access for the mobile user. Project control defaults to manual. The control that is being used appears expanded. | |
Dynamic | Select dynamic control to give the mobile user access to all active projects in ProContractor. New projects will be made available and deactivated projects will be removed in the first sync after the change is made. |
Manual | Select manual control to specify which projects are available to the mobile user. The area contains two grids:
By default, all active projects are listed in the grid on the left and are not available to the mobile user. To move a project to the grid on the right, select that project and click Add. To move all projects to the grid on the right, click Add All. To remove a project from the grid on the right, select that project and click Remove. To remove all projects from the grid on the right, click Remove All. Select the Show inactive projects checkbox to show inactive projects in the left grid. If you add an inactive project to the right grid, it will continue to appear in the right grid, even if you deselect the Show inactive projects checkbox. |
Project Setting Categories - Use this section to select the item types to which the mobile user has access in ProContractor Mobile. You can select the binder item types in each individual category or select Binder Item Settings to set access by binder item type and document type. | |
Change Management | Select the checkbox to allow the mobile user access to all change management types and related binder item types in ProContractor Mobile. Click Note: A change management type has to be selected to select any
binder items associated with it. If you select a binder item type or all
binder items for a change management type, that type is also selected. If
you deselect the change management type, all binder item types are
automatically deselected. |
Employees | Select the checkbox to allow the mobile user access to all employee types and related binder item types in ProContractor Mobile. Click Note: An employee type has to be selected to select any binder
items associated with it. If you select a binder item type or all binder
items for an employee type, that type is also selected. If you deselect the
employee type, all binder item types are automatically deselected. |
Project Binder | Select the checkbox to allow the mobile user access to all project binder item types in ProContractor Mobile. Click |
Time Card Entry | Select the checkbox to automatically select all time
card entry options for the mobile user, or select
|
Contacts | Select the checkbox to allow the mobile user access to all contact types in ProContractor Mobile. |
Equipment | Select the checkbox to allow the mobile user access to all equipment types and related binder item types in ProContractor Mobile. Click Note: An employee type has to be selected to select any binder
items associated with it. If you select a binder item type or all binder
items for an employee type, that type is also selected. If you deselect the
employee type, all binder item types are automatically deselected. |
Project Documents | Select the checkbox to allow the mobile user access to all project document types and related binder item types in ProContractor Mobile, except for RFIs, which are controlled separately. Click Note: A project document type has to be selected to select any
binder items associated with it. If you select a binder item type or all
binder items for a project document type, that type is also selected. If you
deselect the project document type, all binder item types are automatically
deselected. |
Field Reports | Select the checkbox to allow the mobile user access to all field report types and related binder item types in ProContractor Mobile. Click Note: A field report type has to be selected to select any binder
items associated with it. If you select a binder item type or all binder
items for a field report type, that type is also selected. If you deselect
the field report type, all binder item types are automatically
deselected. |
Field Orders | Select the checkbox to allow the mobile user access to all field order types and related binder item types in ProContractor Mobile. Click Note: A field order type has to be selected to select any binder
items associated with it. If you select a binder item type or all binder
items for a field order type, that type is also selected. If you deselect
the field order type, all binder item types are automatically
deselected. |
Project UDFs | Select the checkbox to allow the mobile user access to all user-defined field types in ProContractor Mobile. |
Drawings | Select the checkbox to allow the mobile user access to all project drawing types and related binder item types in ProContractor Mobile. Click Note: A drawing type has to be selected to select any binder items
associated with it. If you select a binder item type or all binder items for
a drawing type, that type is also selected. If you deselect the drawing
type, all binder item types are automatically deselected. |
Financials | Select the checkbox to allow the mobile user access to all project financial types and related binder item types in ProContractor Mobile. Click Note: A project financial type has to be selected to select any
binder items associated with it. If you select a binder item type or all
binder items for a project document type, that type is also selected. If you
deselect the project financial type, all binder item types are automatically
deselected. |
RFI | Select the checkbox to allow the mobile user access to all RFI types and related binder item types in ProContractor Mobile. Click Note: An RFI type has to be selected to select any binder items
associated with it. If you select a binder item type or all binder items for
a field order type, that type is also selected. If you deselect the RFI
type, all binder item types are automatically deselected. |
Binder Item Settings | Click to set the mobile user's access to binder items by binder item type and document type. You can give a user access to binder item types in the following ways:
These settings are the same as the binder item settings for each project category above. |