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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. 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 Salesforce Classic.

 

Step One: Navigate to the Location Users

  1. Click the All tabs (+) icon.

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  1. Select Location.

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  1. Click the desired Location Name.

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  1. Click Dealer Location Users.

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Step Two: Designate User as a Technician

  1. Click the Edit button next to the desired User.   

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

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

 

What's Next