Settings
Company-wide
Section titled “Company-wide”On the ScheduleSync page, under Settings at app.nilear.com. Only administrators can open the page or change it.
| Setting | Buttons | A new account starts |
|---|---|---|
| ScheduleSync | Turn ScheduleSync ON / Turn ScheduleSync OFF | Off |
| TravelSync | Turn TravelSync ON / Turn TravelSync OFF | On |
The ScheduleSync card on the Settings page shows Last Review with the day an administrator last opened the page, or Never.
The page and the Settings card are not shown on a ConnectActive-only account.
Per member
Section titled “Per member”On the Members page of the account area at my.nilear.com, Access tab. Only Admins can open it.
| Column | Choices | Notes |
|---|---|---|
| Schedule Sync | Default (On) or Default (Off), On, Off | Default follows the Defaults row. |
| Travel Sync | Default (On) or Default (Off), On, Off | Default follows the Defaults row. |
A member whose NilearX-wide level is No Access has both off. Both company-wide switches apply on top: a member’s On does nothing while the company-wide switch is off.
What TravelSync reads from ConnectWise and Nilear
Section titled “What TravelSync reads from ConnectWise and Nilear”| Needed | Where it comes from |
|---|---|
| Which appointments are on site | The schedule location’s on-site flag, in ConnectWise |
| Travel schedule types | Types named with Travel To and Travel From (or Travel Return) |
| A technician’s office | Their default schedule location’s address, else their default location’s, else your company’s address |
| A technician’s home | Their home address in Nilear, and whether they work from home |
| Their working day | Their MTX availability, else their ConnectWise calendar, else 9:00 to 17:00 |
Messages
Section titled “Messages”ScheduleSync shows no message about its own work: the Dispatch Portal is the result. The messages you can see are on the settings pages.
| Message | Cause | Fix |
|---|---|---|
| Your account does not have Administrator Rights to perform this action. | You changed a company-wide switch without being an administrator. | Ask an administrator. |
| Unable to change ScheduleSync Setting / Unable to change TravelSync Setting | A member’s switch could not be saved. | Try again; change members’ switches on the Members page at my.nilear.com. |
