Team and company setup
Configure Job Clock, location, collaboration, and mobile options for a user
Turn on only the per-user capabilities needed for field work and understand their prerequisites. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- enabled Job Clock or location-related workflow where applicable
- user has mobile access and relevant project/work-type permissions.
- This guide covers confirmed portal settings and excludes unverified mobile Simple or Advanced labels.
User Admin → Users (#/admin/users) → select user → Settings
Configure Job Clock, location, collaboration, and mobile options for a user
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Open the workspace
In JobBuddy, go to User Admin → Users (#/admin/users) → select user → Settings.
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Confirm access and starting state
Company-admin access; enabled Job Clock or location-related workflow where applicable; user has mobile access and relevant project/work-type permissions.
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Complete the main setup
Review Enable Job Clock, work-hour restriction, geofence check/notification, Track Location, External Collaboration, notification preferences, and verified Simple/Advanced mobile controls.
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Review the important choices
Separate privacy expectations from troubleshooting and state that device permissions may also be required.
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Verify the result
Turn on only the per-user capabilities needed for field work and understand their prerequisites.
Expected result: Turn on only the per-user capabilities needed for field work and understand their prerequisites.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; enabled Job Clock or location-related workflow where applicable; user has mobile access and relevant project/work-type permissions.
The result is incomplete or unexpected.
Company-level modules and per-user flags are both required; work-hour and geofence rules can block or warn; location tracking affects Map/Presence; mobile settings do not replace role/project permissions.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Turn on only the per-user capabilities needed for field work and understand their prerequisites.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.