Users & Permissions

Introduction

This article shows you how to add a new Technician user to your Skeduler platform. Technician users have full access to account information. A Technician:

• uses a separate mobile view called Technician App
• has access to assigned jobs
• can add estimates, make sales, and record payments
• can add notes, pictures, and videos
• can record site visits
• cannot edit or delete sales, payments, notes, or media

1 Adding a Technician user

1. On the Skeduler site, scroll up to the top menu bar and click Settings. A drop-down menu displays.
2. Select Technicians. A new page displays.
3. In the top right corner of the page, click the blue +TECHNCIAN button. The New User page displays.
4. Enter profile information for the new Technician.
5. Click Save to finish. The Technician page displays with a list of all current Technician users.

2 Verifying a new user

You can quickly check to see if a new user was created.

1. On the Skeduler site, scroll up to the top menu bar and click Settings. A drop-down menu displays.
2. Select Technician. A new page displays.
3. Check the profile name and user role.