The Role Maintenance window is used to add or delete user-created roles. You can also add technicians to the roles in this window. The default roles of System Administrator and MobileTech are created during the installation of MobileTech and cannot be deleted. For information about the roles, see Woodford Roles Overview. Using Woodford, you can customize the application to user roles. For specific information about how to use Woodford to customize your application, see the Resco Mobile CRM Woodford User Guide.
If you are using Resco Inspections:
A user assigned to the Manager role should not be assigned to any other role within MobileTech as this affects what the user will see in the Resco Cloud dashboard. The Manager role synchronizes with the MobileTech Inspection Manager Woodford project.
A technician should only have one role assigned, either Inspector or MobileTech. The assigned role determines which MobileTech Woodford project is used.
The Inspector role synchronizes with the MobileTech with Inspections Woodford (child) project.
The MobileTech role synchronizes with the MobileTech Woodford (parent) project.
Adding a New Role
In MobileTech Administration, select Role Maintenance.
Select Add Role to create a new role.
Enter a Role Name and select Add.
Select OK.
Adding One or More Technicians to a Role
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To assign a technician to a role:
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