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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. Before a User can be selected as a Technician they need to be added to a Location. Learn how to add users to a Location. 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 

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

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.