For an auditor to use the mobile app, their user profile needs to be set up correctly. You can check this for an existing producer under Administration -> Users. This is where you can also create new users for your CB if you have been assigned the Scheme Manager role.
Once in user management, in case you need to edit an existing user, you can do this by scrolling all the way to the right, clicking on the three dots at the end of the row for your desired user, and pressing “edit”. This will open their profile.
Once in user management, in case you need to add a new user, click on “Create user” available in the top right corner of the page.
The following steps help to set up the user profile for an auditor and apply to new and existing users that you would like to edit.
Enter name, surname, email address (used for logging in), and the phone number of the user
Make sure the profile is active by the time the user needs to log in
Select the language of the application as well as the date and time formats
Choose “Password” as the authentication type and enter & confirm a password for the user. You will separately need to share this password with the user
For “Default Mobile Application”, make sure that “Maintenance/Service” is selected. Use the same value also for “Auto start application”.
For “Roles”, select “Portal User” and at least the role “Auditor (Farm or QMS)”. Other roles may also be assigned, if desired. Other roles are:
Scheme Manager
CB assist / Audit scheduler
Reviewer / CB Committee
Signatory
Make sure to select “Mobile User” and the role “Onsite Auditor”. This role needs to be assigned only to the users needing access to the mobile application.
Under “Advanced Configurations”, choose your CB as the “Organization” and as the “Main Organization”.
