Question 1

[EN] Users

Accepted Answer

First, go to Settings > Users.

On this screen, you have the option to search, in addition to page preview features.

With the names listed, you will see a "stripe" that defines the user's hierarchy in the system.

Note: Operational users do not have the stripe on the screen.

User Hierarchy

Administrator: The Manager is the highest level of team and system management.

Supervisor: Is the second level with regard to team and system management. It has less privileges than the Administrator and controls only its subordinates within the system.

Default: The standard user is typically the user of the application, who does not usually have access to the Web.

See more: What’s the difference belong the Administrator, supervisor, and Default?

Create User

The main button on the screen is "Create user". This button allows the creation of all types of users, among those listed above.

By clicking on the button, you can select the User hierarchy and register your data, including your position.

In this user creation screen, the manager can edit several items such as:

Monitoring;
Service order (Enable or not);
Refund Settings;
Locations;
Subordinates;
Address.

When selecting a Supervisor and Administrator User, the o

Question 2

[EN] How to recover the User password by the application itself?

Accepted Answer

If someone on the team forget the password, you can recover ir from app itself.

Just click on "Recover Password" and follow the prompts.

Go to the application login screen, and click "Recovery Password".

After that, simply enter the registered email address to receive a new password.

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Question 3

The location could not be identified ... What is it and what to do?

Accepted Answer

The location could not be identified … What it is, and what to do.

Reasons:

Location services disabled on the device.
No GPS signal or Mobile Operator
Battery saving enabled
Contele application is being blocked by Android to save energy.

How Location Services works:

Location services use GPS, cell tower locations, and Wi-Fi access points to determine your approximate location.

What to do?

Disable Android battery saving. This type of service obliges the OS (Operating System) to disable several services that run in the background on the device. Notifications also take longer to arrive when this feature is enabled.

Perform a Check-in at any Place in the Contele Team Field Manager App.

When performing Check-in, the application performs checks on the device and asks to enable location services, so you only need to click yes to enable the services.

** Enable the location service in the Android notification bar? **

If the location service does not appear in the Android notification bar, follow the steps: To enable location access on your device:

To turn on Wi-Fi:

||| Warning: The names

Question 4

[EN] Avoiding problems during upgrade

Accepted Answer

Avoid data loss.

Before you upgrade, make sure on the In-app Full Visits screen that all your visits and information have been synced. If an icon symbolizing synchronization appears, wait until that icon disappears from the screen.

To update the Contele Team Field Manager app simply click on the link: Google Play (Android) ou App Store (iOS)

By clicking on the link, if instead of the UPDATE option appears, OPEN appears, it is either unavailable for you or has already been updated.

To confirm you can open the app menu and check the latest version number at the bottom right.

||| 📌If, after the update, or the application gets stuck and keeps appearing in the message “Contele has stopped”, click on the report button and clean the application data. If you don't know how to do it, ask for our support, which will be displayed in all guidelines.

||| 📌If something unexpected happens after the update, please notify us immediately through the service channels.

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Question 5

[EN] How to find Contele Team Field Manager on Zapier, generate Token and connect account

Accepted Answer

To find the Contele Team field Manager in tha Zapier system, generate a token and connect account:

Access the link or search for Contele Team Field Manager and click at “Start using Contele Team Field Manager Now!”
Scroll down a bit and click at the orange button “Accept Invite & Build a Zap”.
You’ll be redirect to the home screen from your Zapier account.
Click at the orange button “Make a Zap”
Search for Contele Team Field Manager. Update the screen with Ctrl + Shift + R. If it does not appear in the first search.
Generate the Token in Contele Team Field Manager. After select the Contele Team Field Manager app, you should put the token from our system to connect to your account. In this Zapier screen, you’ll find a link that will open a screen from Contele Team Field Manager to you generate and copy the token. If you like, click here to be redirected.

To find the token in the system, go to Settings > Your Company, and go to Integration Zapier.

Put the token from Contele Team Field Manager in the Zapier. Just copy and put the token that you already generate.Right! Now, is just create your Zapier using the Contele Team Field Manager!

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Question 6

[En] Report and Refundable

Accepted Answer

Ensureing the best productivity, the Contele Team Field Manager count the kilometer based in the best route by Google Maps, and to register this, just that the person on the street to perform Check-in and Check-out in Visits.

To out workers, the GPS navigator make the integration in-app, showing that way, aways the best route.

It is also possible to register expenses with Refundable and make expenses entry through the App.

To access the reports, simply access the Reports category on the left side tab and then click on Refundable.

On the screen, you will find a consolidated view of your team's Reimbursement, segmented by KM and Loose. Within the individual, the segmentation of the types used.

The pre-existing periods for the Refundable Report are:

Yesterday;
7 days;
30 days;
This Month;
Last Month.

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