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.

Add a User Before You Load Data and Sync Lookups

Use the filter options to narrow the user display list. You can filter by user, technician ID, or login account. Enter a partial or whole entry and then select the Filter  icon. To clear the filter, select the Clear Filter  icon.

1. 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.

     If you want 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.
2. Select Save. The user is added to the list of users in the column on the left.

Add a User after You Have Loaded Data and Synced Lookups

1. In MobileTech Administration, select Users, and then select Add User. The user fields are displayed on the page.
2. Enter information in the fields, as described above in  Add a user before you load data and sync lookups.
3. Select Save. The user is added to the list of users in the column on the left.
4. Select Tools > Refresh Lookups.

5. Mark the Employee checkbox and the checkboxes for all its child entities, such as Pay Code, Work Crew, and so on. 

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

6. Select Refresh.
7. Select Load Data.
8. Mark the 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 checkbox unmarked.
10. Select Import, and then select Close.