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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Add a user before you load data and sync lookups

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 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 checkboxes: If you are have set up password complexity and a lock out policy, you can unmark the appropriate check box checkbox 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.
   • 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 See User 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

   checkbox and the

   check boxes

   checkboxes for all its child entities, such as Pay Code, Work Crew, and so on. 

   Note

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1. When you mark a lookup, other associated lookups might be marked if there are dependencies between the lookups. For example, if you mark the

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1. checkbox for a child lookup, the parent lookup automatically is marked because that must be refreshed, too.

   
   

2. Choose Refresh.
3. Choose Load Data.
4. Mark the check boxes checkboxes for the technician to load data for.
5. Enter the date range to include when you load and sync data, and leave the Sync Lookups check box checkbox unmarked.
6. Choose Import, and then choose Close.