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Settings (mobile)

Review and change the app's configuration: API URL, language, security, notifications, storage, sync, and factory reset.

Required role

Any mobile-enabled role.

Overview

Settings is the one-stop configuration menu for the mobile app. It's organised into sections, each handling one concern:

  • Account — who you are, profile info.
  • Security — biometric, PIN, lock timeout.
  • Notifications — per-category preferences.
  • Language — UI language.
  • Connection — API URL, sync controls.
  • Storage — cache usage, clear cache.
  • About — app version, support links.
  • Factory reset — wipe local data.

Open Settings

Menu → Settings, or tap the gear icon in the top-right of the Dashboard (if present on your installation).

Account

Settings → Account shows:

  • Your name.
  • Email.
  • Username.
  • Roles.
  • Company name.

Most fields are read-only on mobile. To edit, open the web portal's Profile and settings.

Sign out

Settings → Account → Sign out ends the session:

  • Your credentials are cleared from the device.
  • Local cache remains (so sign-in is fast).
  • Drafts and pending uploads remain.

To clear everything, use Factory reset instead.

Security

See Biometric unlock for the full security story. The settings options here:

  • Biometric unlock — on / off.
  • 4-digit PIN — change or reset.
  • Lock timeout — Immediately / 1 min / 5 min / 15 min / Never.
  • Require unlock — disable the app-level lock entirely (not recommended).

Notifications

See Notifications (mobile). Quick link:

  • Categories matrix — per-category on / off for push and in-app.
  • Quiet hours (if enabled) — time window where push is suppressed.

For OS-level disable, follow the platform-specific path described in Notifications (mobile).

Language

See Language and locale.

  • Pick from 14 supported languages.
  • Applied immediately after save.
  • Affects UI strings; doesn't translate data.

Connection

API URL

The base URL the app connects to. Pre-filled during Pairing and setup; usually read-only.

Active company

Shows which company context this device is paired to. Also read-only for most roles. PegotecUser see it as a switchable dropdown — tap to switch tenant.

Force sync

Settings → Force sync triggers an immediate background sync cycle. Useful when:

  • You've just assigned yourself work on the web portal and want to see it now.
  • Pending uploads won't clear and you want to try again.
  • You're not sure whether background sync is running.

Shows a progress view: uploading N items, downloading M items.

Connection indicator

Green / orange / red showing WebSocket state. Same indicator as the Dashboard.

Storage

Cache size

Shows how much local storage the app currently uses. Typical range: 50 MB – 500 MB depending on plant size and photo backlog.

Clear cache

Deletes the cached hierarchy, master data, and translations. Does not delete drafts or pending uploads.

Useful when:

  • The cache is suspected corrupt (rare, but possible).
  • You're low on device storage and want to reclaim the hierarchy cache.

After clearing, the next sync re-downloads what's needed — expect ~30–90 seconds.

Pending uploads

Shows the current pending-upload count (also visible on the Dashboard). Tap to see the list of queued items:

  • Submitted tasks waiting to upload.
  • Photos waiting to upload.
  • Mapper-created hierarchy nodes waiting to upload.
  • Written NFC tag registrations waiting to upload.

Each item can be retried individually if it's stuck.

About

  • App version — the installed version number.
  • Build number — internal identifier useful for support.
  • Last sync — timestamp of the last successful sync cycle.
  • Device ID — anonymous identifier for support diagnostics.

And links:

  • User handbook — opens this handbook.
  • Report a bug — opens your configured support channel.
  • View licences — open-source licences for bundled libraries.

Data usage

Wi-Fi only uploads (if enabled)

Some installations expose a toggle: Upload photos only on Wi-Fi. When on, photos queue during mobile-data-only periods and upload when Wi-Fi returns.

Useful for data-limited contracts. Task form submissions always upload regardless (they're small).

Factory reset

Settings → Factory reset.

Wipes the device clean:

  • Signs you out.
  • Clears the cache.
  • Deletes drafts.
  • Deletes pending uploads.
  • Resets the API URL pairing.

The next time you open the app, you're back at the Setup screen and must pair again.

Factory reset destroys unsynced work

Before tapping Factory reset, verify:

  • Pending uploads = 0 on the Dashboard.
  • Drafts (Tasks → Drafts) is empty, or you've submitted / discarded everything meaningful.

Lost data from a factory reset is not recoverable.

Developer options (internal only)

Some installations expose a hidden Developer options panel (tap the app version 7 times). It provides:

  • Verbose log export.
  • Force-refresh tokens.
  • Feature flag overrides.

Used by Pegotec support during triage. Customer Admins don't usually need this.

Things to watch for

Don't tap Factory reset casually

It's the single most destructive action in the app. Two confirmations protect you, but lost drafts are unrecoverable. Check Pending uploads = 0 first.

Clear cache is different from factory reset

Clear cache only drops the read-through cache (hierarchy, master data). It keeps drafts and uploads. Useful and safe. Factory reset is the nuclear option.

Most settings are one-and-done

After initial pairing and setup, you rarely touch settings. Security, language, and notification preferences are set once and forgotten.

Troubleshooting

Problem Fix
Settings menu missing items described here Some items are installation-specific; check with your Admin
Force sync does nothing Confirm network; check Sync is stuck or failing
Language change didn't apply Sign out / sign in, or Language isn't updating
Factory reset demanded unexpectedly Session may have expired and login flow requires re-pair; or the installation key rotated