There is a separate program that is accessible on the application server that is used to configure many functions related to Handyman Office and Handyman Mobile.
The first tab contains information about the clients on the server and the licences associated with them.
When you select a client from the list the section below will show the users in that client, and what licences and roles they have.
On the left hand side there is a context menu for what you can do with the selected client.
Clicking the 'New' button will open a new window for creating a new client on the server. If there is no more room in the Multi-Client licence this button will not be active.
The maximum number of clients is listed at the bottom of the menu.
In this window you will have the option to create a new client, import a client from a database on the SQL server, or set up a new Multi-Client.
Clicking the 'Edit" button opens the settings for the selected client.
See this article for further details.
Clicking the 'Delete' button will display a confirmation box to remove the selected client.
Clicking the 'Client licence' button open the window for activating a new licence for the selected client.
New licence keys are provided by GSGroup upon request from customers and are sent by email.
At the bottom of this window is an option for offline activation that require an XML licence key that can be provided by GSGroup.
Clicking the 'Backup' button opens a window that allows you to select where the backup is saved to.
If a default backup folder is set up this will already be selected.
The file name will include the date and time when the backup was initiated as well as the database name.
Clicking the 'MultiClient Licence ' button opens the same window as the 'Client licence' button but the will activate a separate type of licence needed to run more than one client from the same application server.
Clicking the 'Change admin password' button opens a window where you need to enter the old password and the new one.
This password is only used to log into the client when there are no users to log in with.
Clicking the 'Re-export order data' button opens a window with settings for forcibly exporting previously exported orders and entries. Note that this is a backup solution and can lead to problems with duplicate data in the ERP system you are integrated with.
- There are three options for re-exporting available.
Selected orders which allows you to specify the Handyman number of the order you want to export and choose to either export all entries or only those recorded after the last export.
- Exporting all orders which will send every entry for every order in the database.
- Exporting all order entries made after a specific date and time.
Clicking the button 'Import equipment/sites' manually activates the designated function for importing XML files to Handyman.
Clicking the 'Default appearance' button opens a window with the available color schemes for Handyman Office. Any choice here will be applied to all the clients on the server.
Clicking the 'Edit' button under 'Employee' show details about the user's licences and roles.
Under 'Personal information' it is possible to set a user name, user ID (required for logging in to Handyman Office), contact information, and a password (required for users with multiple mobile devices).
Under 'Licence' and 'Role' you can designate what type of user this is and what permissions they have in Handyman Office, if any.
The device list shows what types of devices the user has been synchronized to and what version of Handyman Mobile was installed on the device.
The 'Deactivate' button will remove the connection to the user and force a complete synchronization the next time that user synchronizes a mobile device or PC version of Handyman Mobile.
The 'Overview' section shows what the user has access to.
Assigning new groups or templates requires access to Handyman Office's Configuration menu.