Why Mobile ERP Access Matters for Distributed Operations
Field teams and remote employees need real-time access to ERP data without being tied to a desktop. When operations span multiple locations or involve employees working outside the office, ERP mobile app setup becomes a practical necessity rather than a convenience feature.
Mobile access enables faster decision-making by putting critical business information directly in the hands of employees where work actually happens. The challenge is extending ERP access beyond office networks without compromising security or losing administrative visibility.
Onfinity ERP provides native mobile application support with enterprise-grade security features built directly into the platform. Proper configuration ensures teams stay connected while administrators maintain full control over who accesses what, and from which devices.
Technical Prerequisites for Onfinity Mobile Setup
Before deploying mobile access, two core modules must be installed within your Onfinity environment: Mobile Support (version 2.0.7.0 or higher) and API Services (version 1.0.2.1.0 or higher). Both modules are available through the Market module interface and can be installed by users with appropriate credentials.
After installing these modules, you need an API access key from the support team. This encrypted key gets entered into the System Config window under a record named “Web Services URL.” The configuration level should be set to system, and the record type should be set to other customizations.
Role-based access controls determine which users can generate QR codes for mobile login. Administrators grant this access through the Role window by adding the “Generate QR Code” form to the appropriate role’s form access tab.
Push notification settings control whether users receive real-time alerts and workflow notifications on their mobile devices. This setting is managed per user in the User Management window under other settings. All configuration happens within the existing Onfinity environment without requiring external integrations or third-party tools.
Configuring Secure Mobile Login with QR Code Access
The QR code login system eliminates manual credential entry and reduces security risks associated with password sharing or entry on mobile devices. Instead of typing usernames and passwords, authorized users scan a unique QR code generated through the Mobile Linking form.
Administrators access this form through the menu and generate codes for specific users. The Mobile Linking form also displays all devices that have scanned the code, providing visibility into active mobile sessions at any time.
Users install the Onfinity mobile application from the iOS App Store or Google Play Store by searching for “Vienna Advantage.” After installation, they tap the scan button within the app and scan the QR code displayed in the Mobile Linking form on their desktop browser.
After scanning, users enter an additional password for a second layer of security. They can also configure an optional app lock for further protection. This layered approach balances security requirements with practical usability for mobile workflows.
Enabling Two-Factor Authentication for Mobile Users
For operations requiring enhanced security, two-factor authentication ERP functionality adds a critical layer of protection for mobile access. Administrators enable this feature per user through the User Management window under the security settings section.
After clicking “Show More” in the security settings section, a field labeled “Two Factor Authentication Method” appears with two options: Google Authenticator and Mobile App. Selecting the Mobile App option delivers a one-time password directly within the Onfinity mobile application.
Once enabled, users must authenticate with both their password and a time-sensitive OTP before accessing ERP data on their mobile device. This approach provides strong security for sensitive operations while keeping the authentication process contained within the same application users need to access.
Two factor authentication ERP capabilities in Onfinity work without requiring separate authenticator apps or additional tools. The entire authentication flow happens within the mobile application itself, reducing friction while maintaining security standards.
Managing and Disconnecting Mobile Devices Remotely
Administrative control over mobile devices remains critical throughout the device lifecycle. The Mobile Support window provides a centralized view of all devices connected to the Onfinity ERP system, showing which users have active mobile sessions.
Administrators can immediately revoke access by selecting a device record and clicking the “Disconnect Device” button. This action signs the device out of the Onfinity ERP system without requiring any action from the user.
This remote disconnect capability proves useful when devices are lost, during employee transitions, or when enforcing security policies. The disconnected device is automatically signed out, and users cannot access ERP data until they scan a new QR code and authenticate again.
Centralized device management ensures ongoing visibility and control over all mobile access points. Administrators can review active sessions at any time and take immediate action when needed, maintaining security standards across distributed teams.
Making Mobile ERP Access Work for Your Organization
Start with a pilot group to test mobile workflows and validate security policies before rolling out access to all field teams. This approach lets you identify role-based permission requirements and refine configurations based on actual usage patterns.
Configure permissions carefully to match operational needs while maintaining compliance requirements. Not every user needs the same level of mobile access, and role-based controls ensure employees see only the data relevant to their responsibilities.
Establish clear policies for device management, including procedures for employee offboarding and security incidents. Push notifications can improve response times for urgent workflows, but should be configured strategically to avoid overwhelming users with alerts.
Mobile access extends your ERP investment by making critical data available where work actually happens. Field technicians can access service histories, warehouse staff can update inventory in real time, and managers can approve workflows regardless of their physical location.
See Mobile ERP Configuration in Action
If your team needs secure mobile access to ERP data without compromising administrative control, see how Onfinity’s mobile application brings enterprise capabilities to any device. The configuration process is straightforward once you understand the sequence of modules, permissions, and security settings.
Request a personalized demo to discuss your specific mobile ERP requirements and see the setup process in your own environment. Follow us on our LinkedIn page for updates on mobile capabilities and other Onfinity features.