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User Role Maintenance
User Role Maintenance
The Role Maintenance window is used to add or delete user-created roles. You can also add technicians to the roles in this window. The default roles of System Administrator and MobileTech are created during the installation of MobileTech and cannot be deleted.
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.
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.
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.