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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 selected on the Service Scheduler from the Techs/Advisers dropdown list.

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.

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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