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DealerTeam

Designate a User as a Technician

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 and Service Repair Orders from the Techs/Advisers dropdown list.

 

Prerequisite

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: Choose the Location 

  1. Use the My Dealership section in the sidebar as a shortcut.
  2. Click the Change button to display available Locations.  

Click the Change button as a shortcut to display available locations

 

  1. Click the desired Location Name.

 

In this example, we want to designate users at the San Francisco location. 

 

Click on the desired location name

 

Step Two: Designate Users as a Technician

Scroll to the bottom of the page and find Dealer Location Users.

  1. Click Edit next to any User who needs to be designated a Technician.   
  2. Click New Dealer Location User to add a new user if they are not available.  

 

Click edit next to the user to designate as Technician

 

  1. Check the box for Technician and click Save.
    • ​​​​​​​​​​​​​​If this box is not checked the user will not show on the Scheduler or Service Repair Orders.​​​​​​​

 

Check the technician check box

 

The column will display a checked box for all users designated as Technicians. 

 

Dealer Location Users, assign techs

 

What's Next

Learn how to assign appointments to a technician on the scheduler

Learn how to Designate a User as a Technician for Lightning.