This article will help you manage your Internal Technicians from your customer account. You can create internal technician users, update their notification settings, and update their roles / permissions all from your customer user account.
NOTE: Only site administrators have the ability to add and manage Internal Technicians.
Adding an Internal Technician:
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Configuration tab found in the left menu bar and then click on Users.
In the User Management page, click on the Companies drop-down to select the Internal Technician to populate all the users under their bucket.
Once you have selected the Internal Technician company, you can click on the "+Add New" to add the user.
Upon clicking the "+Add New" button, the add user pop up window will appear from the right side of the webpage. Here, you will fill out all of the user details for this new user, including:
Name
Email
Phone Number
Job Title
Password
Time Zone
Once you are done filling out the New User information, you will click the Save button at the bottom right corner of the top up window.
Managing Internal Technician:
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Configuration tab found in the left menu bar and then click on Users.
In the User Management page, click on the Companies drop-down to select the Internal Technician to populate all the users under their bucket.
Once you have selected the Internal Technician company, you can click on a User ID to open the profile page which includes the Details, Location Assignment, Attachments, Activity tab. You can also edit the the user profile and location assignment by going to the corresponding tab and then clicking on the "Edit" button at the upper-right corner of the page.
If you want to edit the user location assignments, you may follow the steps in this article.