Set Permissions to View Information on Mobile Devices
An administrator must give Mobile Access privileges to each PDS user in order for them to view information. On the Administration tab, click Under Data Synchronization, set the access permissions in each Mobile Access section for the user. .
After users have access rights, you can enable mobile access and update the mobile data.
- On the File menu, click .
- Select the families and/or personnel whose information you want to view with mobile devices. You can use Additional Selections to filter the list.
- Select your automatic update option.
- Click Save/OK.
- When you're finished, click Update Mobile Information Now.
After you enable mobile access and update the information, click How to Access the Data from the Mobile Devices. Users can log in to the Mobile Application at www.parish.mobi, using the same user name and password used to log in to PDS Office.
Be sure to communicate these details to your staff so they can enjoy the benefits of PDSMobile! For using the app, see View Contact Information on Mobile Devices.