Edit the selectable options for each field across the Projects app
Custom fields
Add custom fields to any section of the Projects app
➕ Add a custom field
📋 Active custom fields
Document templates
Build the Prerequisites & Installation documents block by block: sections, parameter tables, callouts, images/schemas, fill-in fields and action rows. Projects instantiate them, fill them in, and can add or remove blocks locally.
Editing language:
— fill both languages; empty fields fall back to the other.
📐 Prerequisites document
✅ Installation document
Users & access
Manage who can access the platform and their permission level
👥 Authorized users
🔐 Permission levels
AdminFull access — platform config, user management, all tools
EditorCreate and edit projects, fill reports, export documents
ViewerRead-only access — view projects and reports, no editing
Extranet users
Manage client portal access — assign users to one or more clients and their systems on client.smartrium.eu
🌐 Client portal users
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Add extranet user
Integrations
Configure connections to external services
🟢 Odoo
☁️ Microsoft 365
OneDrive storage● Connected
Microsoft Entra ID (auth)● Connected
📧 Scheduled Reports
💾 Sauvegarde
Les données JSON sont sauvegardées automatiquement toutes les 6 h, et les PDF signés une fois par jour. Tu peux aussi lancer une sauvegarde manuelle et télécharger un instantané.
État
Chargement…
Instantanés récents (données JSON)
👷 Field team
Manage your field team members — name, contact, daily rate
Field team members
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✅ Intervention templates
Manage checklist templates per system type (CFS, BSU, DIND…). Each template is used by the Field app during interventions.