---
title: "Customizing the Mobile App Experience from the Web App"
url: "https://help.ontraccr.com/en/article/customizing-the-mobile-app-experience-from-the-web-app"
language: "en"
last_updated: "2025-06-08T19:47:24.362Z"
---

# Customizing the Mobile App Experience from the Web App

## **📲 Customizing the Mobile App Experience from the Web App**  
 

### 🧭 **Introduction**

The Ontraccr mobile app experience can be **custom tailored per user role** directly from the **web app settings**. This gives administrators powerful control over what each worker sees and interacts with in the mobile app — from the Action Center layout to permissions for viewing projects, equipment, and more.

This guide explains how to customize the mobile app experience for your teams using **Action Center settings** and **Roles & Permissions** on the web app.

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### **🎯 Why Customize the Mobile App?**

-   Make the app more relevant for each role (e.g., field worker vs supervisor)
-   Reduce clutter by hiding unnecessary tools
-   Control access to sensitive information (e.g., equipment, time cards)
-   Streamline onboarding with simplified mobile views

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## **⚙️ Step 1: Customize the Action Center Layout by Role**

You can decide which widgets show up in the **mobile app's Action Center** for each role in your company.

### **🔄 Navigation Path:**

**Web App** → `Settings` → `Customization` → `Action Center`

### **📝 What You Can Do:**

-   Select a **role** (e.g., Field Worker, Foreman)
-   Check or uncheck **Action Center items**:
    -   Clock
    -   Schedule
    -   Board Cards
    -   Tasks
    -   Equipment
    -   Forms
    -   View Manual Forms
    -   Time Cards
    -   Form Submissions

### **📌 Behavior Notes:**

-   Changes apply only to users with the selected role.
-   You can also **reorder** how items appear in the Action Center by dragging and dropping.
-   These items are **shortcuts** to full app features — hiding them doesn’t remove the feature entirely, just the quick access tile.

### **✅ Example Use Case:**

Want to hide the Equipment section for administrative roles? Just uncheck "Equipment" under that role's Action Center settings.

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## **🔐 Step 2: Set Role-Based Permissions (Web + Mobile)**

The **Roles & Permissions** section controls access to entire feature areas across both web and mobile.

### **🔄 Navigation Path:**

**Web App** → `Settings` → `Roles & Permissions`

### **📋 Examples of Permissions You Can Control:**

-   View Materials
-   View Equipment
-   View Projects
-   View Boards
-   View Vendors
-   View Clients

These permissions affect **not only the web experience**, but also what appears under the **“More” menu in the mobile app**.

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### **🚧 Edge Case: Missing Items in Mobile App?**

If a user reports not seeing something (like equipment, vendors, or clients) in the mobile app:

-   ✅ Confirm they have **the correct role**
-   ✅ Check if their role’s **permissions** allow visibility
-   ✅ Verify their **Action Center items** are enabled

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### **💡 Pro Tip**

If you want workers to only see forms specifically assigned to them, uncheck **“View Manual Forms”** in the Action Center settings. This will show only:

-   **Assigned forms** (from workflows or supervisors)
-   **Favorited forms** (manually marked)

This limits access and keeps their forms list tidy.

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## ✅ **Outcome**

After setting this up, each mobile user will:

-   Only see what’s relevant to their role
-   Get faster access to what they use most
-   Have a more focused, user-friendly mobile interface