Getting Started with Irth Mobile Profiles

Modified on Wed, Dec 10 at 11:13 AM

Getting Started with Mobile Profiles

Purpose/Overview

Navigation Path:

To access this feature, go to: System Management > Administration > General > Mobile Profiles

Why it Matters:

At minimum, a default mobile profile must be created for a Company to access the app.
All users must be assigned to a mobile profile to access the Irth mobile app.
Mobile profiles ensure app settings match your team's needs and responsibilities.
Profiles define how items like photos and tickets sync within the app; and allows administrators to select set criteria related to GPS tracking, photo resolution, and time tracking features.
We recommend setting up mobile profiles based on user responsibilities, not individual users--this may or may not correspond to 'Groups' configured within Utilisphere web depending on your setup and configuration.

Things to Know:

Permissions: Requires administrative access to System Management.
Platform: Available on Irth Mobile App (iOS and Android).
Limitations:
- Time Tracking options only work with subscriptions that include Irth’s Time Tracking feature.
- The mobile app Task List displays a maximum of 100 tickets at a time.

Key Benefits/Use Cases:

Streamlined Onboarding: Assign a default profile so new users can start quickly without manual setup.
Role-Based Access: Create profiles for different roles (e.g., Field Techs, Supervisors) to ensure relevant settings.
Operational Efficiency: Control GPS, photo quality, and syncing to optimize performance and storage.

How It Works:

Follow these steps to set up or enable mobile profiles:

Create a New Mobile Profile

Navigate to System Management > Administration > General > Mobile Profiles.
Click Add Profile.
Complete fields on the Modify Mobile Profile page:
Click Add.

Link Users to a Profile

Go to Mobile Profiles > Link User Profiles.
Select the profile from the dropdown.
Search for and select users.
Click Add to Profile.
Note: Assigning a user to a new profile removes them from their previous profile.

Set a Default Profile

Click on the profile name.
From the left menu, select Set as Default Profile.
Confirm and save.
(The selected profile will display “Yes” under the Company Default field.)

Profile Configuration Options

Mobile Profile Information

Name: Assign a recognizable profile name (e.g., "Field Techs", "Subervisors", "Default").

Combine Ticket Option
The Combine Tickets settings let you control how tickets appear in the Ticket Summary screen of the Irth mobile app. These options are especially useful when managing high ticket volumes or when your One Call Center (OCC) uses ticketing processes that don't support standard versioning.
Note: These settings function independently of the Ticket Per Version logic within UtiliSphere and are intended to better accommodate OCCs that do not fully support ticket versioning.
Do not combine any tickets on my Ticket Summary Screen:
Purpose: Displays each ticket as a separate entry, even if multiple tickets share the same OCC Ticket ID.
What to expect:
You may see duplicate or repeated entries depending on how your OCC manages ticket versions.
The mobile app’s Task List displays a maximum of 100 tickets at a time.
If filters are too broad and this setting is enabled, some tickets may be inaccessible in the app.
✅ Best Practice Tip:
To ensure no tickets are missed:
Use more targeted filters, or
Consider enabling a combine setting if appropriate for your workflow.
Combine tickets with the same ticket number on my Ticket Summary Screen:
Purpose: Combines tickets that share the same OCC Ticket ID—regardless of registration code.
How it works:
Consolidated tickets appear as a single entry.
When this option is selected, the Mobile Profile settings will expand to allow selecting whether ticket actions (such as responding or assigning) should be applied to all related tickets.
Best For: Teams looking to reduce screen clutter and simplify management of large ticket volumes with repeated IDs.
Combine tickets with the same ticket number and registration code:
Purpose: Combines tickets only when both the OCC Ticket ID and registration code are identical.
How it works:
Tickets are merged only if they match exactly in both fields
When this option is selected, the Mobile Profile settings will expand to allow selecting whether ticket actions (such as responding or assigning) should be applied to all related tickets.
Best For: Users who need a more precise consolidation method and want to limit merging to true duplicates.

Photo Settings

Picture Quality:

Numbers below indicate resolution or size in pixels: (keep in mind that this choice will impact your overall storage limits)

Full (Original resolution): Whatever the size of the original photo is
Large (1080 x 1920)
Medium (900 x 1600)
Small (720 x 1280)

Photo Selection: Choose one of the below methods for users to add attachments

Take a photo: Use the device's camera to take a photo

Select from gallery: Choose photo from the device gallery or camera roll

Prompt user: Allows a user to select one of the above options each time they add an attachment.

GPS Settings

GPS Location Updates: Select which GPS setting makes the most sense for your organization.

As Needed: Location updates only when triggered by system and user actions

Continuously: Updates location regularly

Custom: Set your own interval in seconds.

Items to Sync (In addition to items assigned to the user, also sync:)

Items assigned to users that report to the user: items assigned to all users that report to the user.

Users that have other users reporting to them are supervisors/managers
- To see the users reporting to a supervisor, search for the supervisor on Workload Summary > Search (In the search results look for the supervisor icon icon ( )
- To assign a user to supervisor, see Users > Supervisor

Items created today by the user: Items created by the user over the last 24 hours
Items in folders (Choose one)

Assigned user folders: Any folder assigned to the user (users are assigned to a folder to enable access to its items. Assign users to folders on either the Folders or Users screens
Specific: manually select folders from the list (note: regardless of Utilisphere folder settings, folders listed here will be accessible by all users linked to this profile; if it makes sense for users to share a profile, but several need access to specific folders, manage that access in Utilisphere (see 'Assigned User Folders' above)
Both Assigned User Folders and Specific Folders: allows for users linked to this profile to have access and visibility to both assigned folders and specific folders (e.g., locators which often cover other regions and therefore need access to folders they may not normally work)

Time Tracking

Note: Only functional with subscriptions which contain Irth's Time Tracking feature.

Break Prompt Options:

None: The system does not prompt users to take breaks
Prompt: The system does prompt users to take breaks
Force: The system forces users to take breaks

Automatically Start Work When Near By: If the user's mobile device is close to a ticket location, work is automatically started

Example Mobile Profile Strategy

Here’s a suggested setup used by many organizations:

Profile	Description
Advanced User	For users needing full functionality and access
Default	The most widely-used, basic settings. For some companies, a default profile may be all the only profile needed
Minimum	Basic access for temporary or limited users

Related Features/Next Steps:

Downloading and Logging in to the Irth Utilisphere Mobile App

FAQ/Troubleshooting:

Q: Why can’t a user access the mobile app?
A: Ensure the user is assigned to a mobile profile.

Q: Can I have multiple default profiles?
A: No, only one profile can be set as the company default.

Q: How do I manage photo storage limits?
A: Use lower resolution settings (Medium or Small) to conserve storage.

Questions? Contact us!