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When you are setting up MobileTech after installing or upgrading, you will add users and then continue with the setup steps, including those described in [ Load data.
However, when you add users later – such as when new technicians join your organization – you can refresh the lookups rather than syncing them, to improve performance during the load data process.

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  1. In MobileTech Administration, choose Users, and then choose Add User. The user fields are displayed on the page. Enter information in these fields.
    • First Name: Enter the first name of the user.
    • Last Name: Enter the last name of the user.
    • Email Address: Enter an email address for the user. The email address becomes the user name for the technician when the technician signs in to a client device.This is also the email address where the Call Summary, Employee Timesheet, Job Appointment Summary, and Job Safety Audit reports are sent.
    • Password and Confirm Password: Enter and confirm a password that lets the user sign in to MobileTech.
    • Technician ID: Select the identifier for the technician whom you are adding as a user.
    • Employee ID: After you set up and save user information, the employee ID that is set up in Microsoft Dynamics GP for the user is displayed as an ID for the employee.
    • Locked/Disabled check boxes: If you are have set up password complexity and a lock out policy, you can unmark the appropriate check box if the user is locked out or has disabled their account due to invalid login attempts. See  [Set up password complexity and lockout policy for  for more information.
    • Roles: Select the role of the MobileTech user. By default, a client user is assigned to the MobileTech role. To assign a user to the system administrator role in MobileTech Client, mark System Administrator.See [See Using Role Maintenance for  for information on creating roles.
  2. Choose Save. The user is added to the list of users in the column on the left.

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  1. In MobileTech Administration, choose Users, and then choose Add User. The user fields are displayed on the page.
  2. Enter information in the fields, as described in [in Add a user before you load data and sync lookups.
  3. Choose Save. The user is added to the list of users in the column on the left.
  4. Choose Tools > Refresh Lookups.
  5. Mark the Employee check box and the check boxes for all its child entities, such as Pay Code, Work Crew, and so on.

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