Setup, Access, & Tools

Setting up and accessing the Mobile App and Server App, as well as using general app tools.

Mobile App Setup, Access and Tools

  • Mobile App Installation Overview
    ( Updated )

    This article is for Mobile App v5.3. If you are looking for help with Mobile App v6, click here.Depending on...

  • Installing the Mobile App
    ( Updated )

    This article is for Mobile App v5.3. If you are looking for help with Mobile App v6, click here.The followin...

  • Registering a Tablet with a Location
    ( Updated )

    This article is for Mobile App v5.3. If you are looking for help with Mobile App v6, click here.Before you c...

  • Accessing the Mobile App
    ( Updated )

    This article is for Mobile App v5.3. If you are looking for help with Mobile App v6, click here.To access th...

  • User Interface Elements in the Mobile App
    ( Updated )

    The following user interface elements appear in the Mobile App:The Title BarThe Title Bar appears at the top...

  • Using the Mobile App Dashboard Menu
    ( Updated )

    The Dashboard menu appears above the Dashboard when you tap on the menu icon located on the right side of th...

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Server App Access and Tools

  • Accepting an Invitation to Use the Server App
    ( Updated )

    In order to use the Server App, you must have valid sign-in credentials: an Email address and Password. To s...

  • Accessing the Server App
    ( Updated )

    The Server App does not require an installation. The Server App is accessed by entering a URL in the Address...

  • Signing Out of the Server App
    ( Updated )

    To sign out of the Server App, carry out the following: Click on the user avatar on the navigation bar. The...

  • Changing the Active Workspace (Group or Location)
    ( Updated )

    For definitions of the terms used in this article, refer to the Glossary of ComplianceMate Terminology. Your...

  • Updating Your User Profile
    ( Updated )

    Your user profile contains the following: Basic Information about you relative to your position in the org...

  • Opting Out of Notifications and Reports
    ( Updated )

    You can use the Opt Out of Notifications section of your user profile to select which types of sensor alert,...

See all 8 articles