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| Note |
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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. |
| Child pages (Children Display)toc |
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Adding a new role
- In MobileTech Administration, choose Role Maintenance.
- Choose Add Role to create a new role.
- Enter a Role Name and choose Add.
- Choose OK.
Adding one or more technicians to a role
- In MobileTech Administration, choose Role Maintenance.
- Choose the role you are assigning technicians to in the Role Name list.
- Choose Add Technicians.
- Use the filter options to narrow the technician display list. You can filter by name or technician ID. Enter a partial or whole entry and then choose the Filter
icon. To clear the filter, choose the Clear Filter
icon. - Mark the checkbox next to the technician(s) to add to the role.
- Choose Add.
Removing one or more technicians from a role
- In MobileTech Administration, choose Role Maintenance.
- Choose the role you are removing the technician from in the Role Name list.
- Mark the checkbox(es) next to one or more technicians.
- Choose Remove Technicians.
- Choose Yes in the confirmation window.
| Note |
|---|
Technicians may also be added to or removed from roles in the User window by marking/unmarking the checkbox next to the role name and then saving the User record. |
Deleting a role
- In MobileTech Administration, choose Role Maintenance.
- Choose the role in the Role Name list.
- Choose Delete Role.
- Choose Yes in the confirmation window.
Deleting multiple roles
- In MobileTech Administration, choose Role Maintenance.
- Choose Add Role.
- Mark the checkboxes next to the roles to be deleted.
- Choose Delete Selected Roles.
- Choose Yes in the confirmation window.