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. Note:
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Use the filter options to narrow the user display list. You can filter by user, technician ID, or login account. Enter a partial or whole entry and then choose |
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the Filter |
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icon. To clear the filter, choose |
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the Clear Filter |
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icon. |
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- In MobileTech Administration, choose Users, and then choose Add User. The user fields are displayed on the page. Enter information in these fields.
- First NameEnter : Enter the first name of the user.
- Last NameEnter : Enter the last name of the user.
- Email AddressEnter : 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 PasswordEnter : Enter and confirm a password that lets the user sign in to MobileTech.
- Technician IDSelect : Select the identifier for the technician whom you are adding as a user.
- Employee IDAfter : 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 boxesIf 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 more information.
- RolesSelect : 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 [Using Role Maintenance for information on creating roles.
- Choose Save. The user is added to the list of users in the column on the left.
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