Create your technicians

Create your technicians

Before creating the schedule, you need your technicians or any other person to put on the schedule. Create a user for the technician and add some roles for the technical advisor/dispatcher.

1. Go to the Users tab. Only the ADMIN role can access it.





2. Create new user




3. Enter the necessary information
- First name
- Last Name
- User name
- Password
- Department
- Business unit





4. Select the roles
- User
- Workflow
- Technician
- Enabled




For the dispatcher, technical advisor (service department), it is important to check: SERVICE_DISPATCH. This role allows you to put cards in the schedule, move the cards, move the schedule, etc.

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