Quick Answer: Need both office and field access? Use a Desk license and add the user to the Technician security group. This gives them full access to both the Uptick Web Platform and the Uptick App.
What You'll Learn
The key differences between Desk and Field licenses
Which license type to choose for different roles
How to set up users who work both in the office and in the field
Understanding License Types
Desk License
Best for: Office staff, managers, administrators, and anyone who needs web platform access
Access includes:
✅ Full access to the Uptick Web Platform (via web browser)
✅ Full access to the Uptick App (mobile)
✅ All office functions: scheduling, quoting, reporting, Control Panel
✅ Can be assigned to any security group, including "Technician"
Typical roles: Office managers, schedulers, administrators, supervisors
Field License
Best for: Technicians who only work in the field
Access includes:
✅ Full access to the Uptick App (mobile)
❌ No access to the Uptick Web Platform
✅ Complete tasks, record time, update asset information
⚠️ Must be assigned to the "Technician" security group to appear on the scheduler
Typical roles: Field technicians, service engineers, installers
Working Both in the Office and Field?
If you have team members who need to:
Access the web platform for quoting, scheduling, or reporting
Use the mobile app for fieldwork
Appear on the scheduler
Solution: Assign them a Desk license and add them to the Technician security group.
This combination gives them "the best of both worlds" - full web platform access plus all field technician capabilities in the app.
How to Set This Up
Go to People > Users
Create or edit the user
Select Desk as the license type
In Security Groups, select Technician
Save the user
Key Differences at a Glance
Feature | Desk License | Field License |
Web Platform Access | ✅ Yes | ❌ No |
Mobile App Access | ✅ Yes | ✅ Yes |
Scheduler Visibility | ✅ Yes (with Technician security group) | ✅ Yes (requires Technician security group) |
Quoting & Billing | ✅ Yes | ❌ No |
Control Panel Access | ✅ Yes (with permissions) | ❌ No |
Typical Use Case | Office + field work | Field work only |
Frequently Asked Questions
Q: Can a Desk user see everything a Field user can see in the app?
A: Yes. Desk users have full app access. To ensure they have the same technician capabilities, assign them to the "Technician" security group.
Q: Why can't my Field user log in to the web platform?
A: Field licenses only provide app access. If they need web access, change their license to Desk.
Q: Do I pay more for a Desk license than a Field license?
A: Pricing varies by region and contract. Check your licensing page in Control Panel or contact your account manager for specific pricing.
Q: Can I switch a user between Desk and Field licenses?
A: Yes. Edit the user in People > Users and change their license type. Note that license usage is calculated monthly based on logins.
Related Articles
Uptick Licenses - Complete guide to all license types
Create and Manage a User - Step-by-step user setup
Permissions and Security Groups - Understanding access control
Understanding Timesheet Licenses - For apprentices and time-tracking only users
Need help? Contact our support team via the ? icon in Uptick or email [email protected]