Take a look at our short instructional video about how to set up users for use in Mobi through your Moveware database. The instructions below outline how to set up an employee to use Mobi via your Moveware database, and how to set an employee’s password.
https://youtu.be/i7c1nuJ-AYQ?si=5yp4Eee2P63inw05How to Set Up Employees to Use Mobi
Navigate to Employee > Employee Management and ensure the employee record exists. If it doesn’t exist, you must first create the employee record. Please refer to Adding a New Employee.
Add the employee to relevant user group. This can be done in either of the below menus:
a) Navigate to Employee > Employee Management > Select Employee > Groups and add the employee to the group by selecting the group and clicking on the Add button.
b) Navigate to Administration > Company Setup > Mobi > Users and add the Employee to the group by selecting the group and clicking on the Add button.
Important Note: Only one group per employee record can be assigned. Assigning more than one group will create failures in the Mobi app and syncing.
Update the employee profile in Employee > Employee Management > Search for the user > Details Tab and update as follows:
Set the field Estimator to Y(Yes)/N(No)
By selecting option “Y”, the user will be selectable by default on the lookup that pops up when assigning a survey appointment.
By selecting option “N”, when setting up survey appointments, the user will not show by default as the popup list is prefiltered to display only estimators. You will require therefore to deselect the “Estimators Only” filter to assign the survey**.
**Both options will sync all the information down to Mobi exactly the same way once the employee is assigned to the job/survey. The only variant is if the user shows as an estimator or not by default.
Mobile user field: Select Mobi on this field – This field is used for reporting only (for example, when you wish to run a Moveware user report), but does not affect Mobi functionality or syncing restrictions. Syncing and functionality is controlled by the assigned group for the user (please refer to step 2 on this guide).
How to Set Up an Employee’s Password
There are two ways to setup a Mobi user password. Most commonly Mobi users will be both a Moveware user as well as a Mobi user.
If the Employee is a Moveware User: The password can be found by navigating into the User Details tab. By default, the password will remain blank but can be assigned/changed here. The user’s Moveware and Mobi password will be the same.
You can manually assign a password or use the key icon to have Moveware automatically generate one.
If the Employee is NOT a Moveware User:
You can set a non-user’s password by navigating to Administration > Company Setup > Mobi > Users. Selecting the group the user is a part of and then selecting the specific user. You will be able to click on the “Change Password for Selected User” icon 
to create or change their password.
Finally, set up the user to be able to send e-mails from Mobi. For more information on this, please refer to: How to Send E-mails from Mobi.