1. Corfix Guide
  2. Corfix Mobile Guide

How do I add a Project on the mobile app?

This article will explain how to allow a Worker or Supervisor to add a new Project through their mobile app.

To enable a Worker or Supervisor to add a new Project through their mobile app, simply follow these steps:

1. In the Admin desktop screen, go to the My Account Details tab and open it. On the right side of your screen, find and select the "Manage Roles" button. 

2. This will take you to a new screen with the complete list of Roles existing in your organization. Find the role you wish to grant the mobile add Projects permission to  (eg.  Worker, Supervisor) and click the hyperlinked role name.

3. This will bring you to the Permission settings for that role. Scroll down to find View Projects and use the down arrow to expand all Project settings for that role. Be sure the Add Projects tab is activated to a green setting.

4. This will allow any employee in the role you selected (eg. Worker, Supervisor) to create a new project on the mobile app. Note that this will apply to all employees assigned this role ie. if you gave the permission to the Supervisor role, all Supervisors will then have the ability to create a new project on their mobile app.