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Orders not visible on mobile

Learn how to assign users to units so they can view, approve, and release jobs and quotes in the mobile version of Access Maintain.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over a month ago

When using the mobile version of Access Maintain, the system only shows the units you are directly assigned to. This means that if you want to view units and approve or release jobs and quotes on mobile, you must first ensure you are assigned to those units.

Follow the steps below to assign a user to a unit:

  1. Go to the Admin Area.

  2. Under Unit Details, click Add/Edit Units.

  3. Select the required unit.

  4. Open the Support Team tab.

  5. In the Property Team section, use the drop-down list next to the user group name to select and assign the required user.

  6. Save the changes.

Once assigned, the user will be able to approve and release jobs and quotes for that unit via the mobile system.

πŸ“ŒNote: You can also assign yourself or another user to multiple units as part of the support team to make this process easier.

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