...

...

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 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 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 Password: Enter and confirm a password that lets the user sign in to MobileTech.
   • 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 check boxes 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 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.
2. Choose Save. The user is added to the list of users in the column on the left.

...

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  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
   When you mark a lookup, other associated lookups might be marked if there are dependencies between the lookups. For example, if you mark the check box checkbox for a child lookup, the parent lookup automatically is marked because that must be refreshed, too.

   
   

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