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DealerTeam

Designate User as a Technician for Lightning

Goal

Certain users need to be assigned as Technicians to gain access to designated features.  Designated Technicians are available to be select on the Service Scheduler and  Service Repair Orders from the Techs/Advisors dropdown list.

Before a User can be selected as a Technician on the Scheduler and Service Repair Orders they need to be added to a Location. Learn How to Add Users to a Location.

After reading this article you will be able to:

  • Navigate to the location users
  • Set a specific user as a technician 

 

Step One: Navigate to a Location's User

  1. Click the App Launcher Icon.

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  1. Type Locations in the input area.
  2. Click Locations.

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  1. Select a Location.

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  1. The Dealer Location User's are visible under the related section of the Location record.

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Step Two: Designate User as a Technician

  1. Click the dropdown icon of a user.
  2. Click Edit.

 

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  1. Click the Technician checkbox.
  2. Click Save.

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Note: If the Technician box is not checked, the user will not show on the Scheduler or Service Repair Orders.