• Create profiles by device type: It is recommended to use different profiles for different device types used by users. This is done to ensure not to download the same data and SFM processes across different devices. For example, an iPhone profile can have less data and transactions assigned to it as compared to a windows laptop client.

• Do not assign object permissions to technician profiles that they do not use: While assigning object permissions to technician profiles, make sure you assign only the objects that are used by the profile.