Enabling Access to Encompass Mobile

In order for an Encompass user to access Encompass Mobile, the administrator must grant access via the user’s persona. Using the new Access tab in the Personas setting, the administrator determines how a persona accesses Encompass.

  • Microsoft Windows Encompass Client - This setting enables the user to access the Encompass program.

  • Both Microsoft Windows Encompass Client and Encompass Mobile in a web browser - This setting enables the user to access both the Encompass program and Encompass Mobile.

To Enable Access to Encompass Mobile

  1. On the Encompass menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Company/User Setup, and then click Personas

  3. Select a persona, and then click the Access tab.

  4. Select an access level for the persona.

  5. Review the Encompass Mobile Terms of Use in the Mobile Access Confirmation window.

  6. Click I understand and accept these terms, and click OK.

  7. Click the Save icon to save the persona changes.

  Published  February 03, 2017

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