Create a New Mobile Profile

Create a mobile profile to govern the information and functionality available to users when they log into TMS Sidekick.

Create a profile

In the main TMS application, select Setup > General > Mobile Profiles.
Verify the segment in the Segment drop-down menu is the correct segment for the new profile. If not, select the correct segment.
Select New in the toolbar.
In User, select the TMS user to tie to the profile.
Note: Create only one mobile profile per user ID. User IDs only appear if they are already tied to a resource in the TMS application.
Select Create to add the profile. The Main tab opens.
Select the saved queries, forms, and functionality to make available to the user from these field groups:
- Data The saved queries and search options used to pull data from the TMS database to the device.
- Options The forms to use in the Work Orders and Assets modules, and other available functionality.
- TMS Sidekick The form used in the Materials module and the closed work order filter criteria.
When the mobile profile is complete, select Save.

For a detailed explanation of the fields, see the Mobile Profile Edit Field Reference topic.

If a mobile profile is no longer needed or was created in the wrong segment, delete it from the Mobile Profile Edit screen.