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- In MobileTech Administration, select Users, and then select 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 username 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. You have the option to OLD Set up a Password Complexity and Lockout Policy.
Note You can use Resco's Admin Console to set up technician passwords. This option allows your technicians to change their MobileTech password on their device after you've sent them a temporary password. See Set Technician Passwords with Admin Console (optional)
- 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 checkboxes: If you have set up password complexity and a lockout policy, you can unmark the appropriate checkbox if the user is locked out or has disabled their account due to invalid login attempts. See OLD Set up a Password Complexity and Lockout Policy 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 User Role Maintenance for information on creating roles.
- Select Save. The user is added to the list of users in the column on the left.
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