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Create and Manage Desktop Local & Cloud Customization Settings
Create and Manage Desktop Local & Cloud Customization Settings

Guide on how to create and manage a customization profile for desktop

Updated over a week ago

New Feature

We have exciting news! Phonecheck users can now create, edit, and configure the customization profile from the cloud portal.

When opening the desktop for the first time you will notice a new icon for the 'Cloud Customization'. We separated the 'Local Customization' to improve the syncing and management of the sharable settings.

Mac - 1.3.618

Windows - Coming Soon!

Edit an Existing Customization Profile

  1. Visit the Cloud portal > Customization > Assign Customizations page

  2. Click the "Edit" button under the 'Action' column

  3. The profile will load and allow the user to make changes to the profile

  4. When finished select the "Update Profile" button and confirm changes

  5. Once assigned to stations, perform a reboot of the Phonecheck desktop to download the latest profile

Create Customization

  1. Visit the Cloud portal > Customization > Create Customizations page

  2. The default profile will load and allow the user to make changes to the profile

  3. When finished enter a profile name

  4. Select the "Add Profile" button and confirm changes

  5. Once assigned to stations, perform a reboot of the Phonecheck desktop to download the latest profile

Local Customization

  1. Open the Phonecheck desktop app

  2. Click on the Local Customization icon

  3. Labels, Firmware, Printers, and other local settings are configured here

  4. Note - These options do not sync across stations and need to be configured for each computer

  5. When finished close the screen to save the settings.

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