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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 from the Techs/Advisors dropdown list.    

 

First Step

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

  

Click the Change button as a shortcut to display available locations

 

Click the desired Location Name. In this example, we want to designate users at the San Francisco location. 

 

Click on the desired location name

 

Second Step

Scroll to the bottom of the page and find Dealer Location Users. Click Edit next to any User who needs to be designated a Technician.   

 

Click edit next to the user to designate as Technician

 

Check the box for Technician and click Save.

 

Check the technician check box

 

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

 

All users that are technicians will have the box checked  

 

What's Next

Learn how to assign appointments to a technician on the scheduler