Installing and signing in
How a surveyor or operative installs the capture app, signs in, and — if they work for more than one organisation — switches between profiles.
What it is
The capture app supports two ways of signing in, set up for you by your organisation’s admin: an email and password, or a tenant login (an organisation code, a username or code, and a passcode) for surveyors who don’t hold an email account. Where your organisation uses single sign-on, staff accounts sign in with their corporate identity instead — see SSO end to end.
How to do it
Option A — you have an email account
- Install the app and open it.
- Enter your email and password, then tap Sign in.
- Your assigned jobs appear in your inbox.
Option B — you have a tenant login
- Install the app and open it.
- Enter the organisation code, your username/code, and your passcode — all provided by your organisation’s admin.
- Tap Sign in.
Working for more than one organisation
- Sign in to your first organisation as above.
- From the account menu, choose Add another profile and sign in with the second organisation’s details.
- Switch profiles at any time from the account menu. Each profile is scoped to one organisation — you only ever see the jobs, data and settings of the profile you’re currently in.
How it integrates
- A forced MFA enrolment or a forced password change can appear immediately after sign-in if your organisation requires it — this is a one-time gate, not a repeating prompt.
- A lost or compromised device can be cut off centrally: an admin can revoke your sessions from Settings → My account (their view) or Members, which signs the app out on its next connection.
- After your first sign-in, the app works offline — see Working offline and syncing.
Common problems
- Forgotten your tenant passcode. There is no self-service reset for a tenant login — your organisation’s admin resets it from the portal.
- The app asks you to change your password before doing anything else. This is expected the first time you sign in with a password issued by your organisation, or after an admin has reset it.
- You can’t find a job you were expecting. Confirm you’re signed into the correct organisation profile — jobs never appear across profiles.