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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 Set up a Password Complexity and Lockout Policy.
'd rather set up passwords usingNote If you
, seewant to have your technicians to have the option to change their password after you've sent them a temporary password, you will want to use Resco's Admin Console
.to set their passwords. 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 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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