How to set up technicians

This guide explains how to set up a new technician within your instance.

Step 1: Start at the Settings menu, and select Technicians under the User Management section.

Step 2: Click the + New Technician option in the upper right corner.

Step 3: Begin to fill out the information. Name, Username, and Password are required fields. All other fields are optional.

Recommendations:

- Keep usernames and passwords simple and consistent. We recommend first initial and last name - i.e bsmith for Bob Smith.

- Select a different calendar color for each technician. Any inspection and/or work order scheduled for said technician will reflect that color on the calendar.

- Adding the technician's email is also recommended. This allows them to reset their password if needed and receive copies of generated reports they completed. Upload their photo here for use in visit reminders, so customers know exactly who's coming to their facility and when.

Step 4: Once all information is filled out, click the Create option in the upper right corner.

**If you've reached your maximum number of technicians, and need to add additional ones, please contact your Customer Success Manager