Client settings - Mobile application
- 20 Sep 2023
- 2 Minutes to read
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Client settings - Mobile application
- Updated on 20 Sep 2023
- 2 Minutes to read
- Print
- PDF
Article Summary
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Introduction
Client settings allows an admin to set, lock and hide settings or functionality in InFinity Mobile app. Client settings is located under the ‘Company’ tab in the ‘Users’ category and requires the ACL group ‘Access rights’. A user can only belong to one ‘Client setting’ per type (Mobile/Desktop).
Warning: Administrating settings requires advanced knowledge of the mobile app and can cause issues for the user if administered incorrectly.
How it works
The app will download and force the settings the first time the user signs in or the next time they start their mobile app. Anytime a change is made it will trigger an update of the stored settings the next time it's used. If a user has at least one mobile setting active an icon will be shown in the ‘Settings’ toolbar which informs the user that there are remote settings active.
Choosing a specific value for a setting will force the app to set that value and lock corresponding setting, making the user unable to change it. If an admin later changes that setting to inactive, the last value that was set will still be used until the user themselves changes it or signs out.
Access
Access group ‘Access rights’ is requiered.
Recommendations
- Only lock the settings needed for the user's configuration to work
- Lock as little as possible, otherwise it will easily become a dull user experience for the end user
- Do not hide views unless it comes as a requirement from larger companies/customers
Mobile settings
Hide setting category profile | Hide profile setting category |
- work hours | Set and locks work hours |
- work days | Set and locks work days |
Hide setting category call | Hide call setting category |
- disable outgoing number | Disable outgoing number setting |
- disable device make calls | Disable device make calls setting |
- disable call waiting | Disable call waiting setting |
- Softphone | Set and lock softphone |
- Softphone connection method | Set and lock softphones connection method |
- call method | Set and lock call method when softphone is enabled |
Hide setting category theme | Hide theme setting category |
- disable darkmode | Disable darkmode setting |
- disable primary color | Disable primary color setting |
- disable font family | Disable font family setting |
- disable design pattern | Disable design pattern setting |
Hide setting category contacts | Hide contacts setting category |
- upcoming status | Set and lock upcoming status |
- show extension | Set and lock show extension |
- show note | Set and lock show note |
- sort order | Disable sort order setting |
- starting tab | Set and lock starting tab |
- disable copy to phonebook | Disable copy to phonebook setting |
Hide setting category queues | Hide queue setting category |
- show incoming calls | Set and lock show incoming call |
Hide setting category notifications | Hide notifications setting category |
- profile | Set and lock profile notifications |
- voice mail | Set and lock voice mail notifications |
- chat | Set and lock chat notifications |
- missed call | Set and lock missed call notifications |
- incoming call | Set and lock profile notifications |
Hide menu user | Hide user button in menu |
Hide menu voicemail | Hide voicemail button in menu |
Hide menu recordings | Hide recordings button in menu |
Hide menu cfc | Hide CFC button in menu |
Hide favorite schedule | Hide favorite schedule button in toolbar |
Hide calendar | Hide calendar button in toolbar |
Disable active profile change | Disable active profile change button in toolbar |
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Hide profile next work day | Hide profile next work day button |
Hide Chat | Hide chat bottom tab button |
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