Unable to Create Customers in the Mobile App

If the users are unable to create a customer in the mobile app, then check whether they have permission to add a customer or not. Follow the below instructions to check.

  1. Log in to the EFFORT account as admin.
  2. Navigate to Web App > Employees.
  3. Search for the employee and click the edit icon.
  4. Scroll down to the bottom of the page, click on Permissions.
    Unableto Create Customers1
  5. Now check the checkbox under the Add column against the Customers whether it is enabled or not. If it is disabled, it indicates that the user does not have permission to add customers.
    Unableto Create Customers2
    If it is the case, contact the reporting manager for the add customer permission. The Spoors team doesn't have the right to give any permissions.