Editing Users

How to edit users

Use the Edit User window to make changes to the TechPro users as your needs change.

1. From the Actions menu, click Edit User for the user you to which you want to make changes. The Edit User window opens.
   
2. Technician usernames are set and modified using the Technician Setup window in the back office (Signature > Setup > Lookup Setup > Technicians). Usernames are used to log in to the mobile app.
3. Enter a password for the technician to use to log into the app.
4. Enter the technician’s email address.
5. Upload a picture of the technician (optional). This picture appears on the app when the tech is logged in.
6. Enter a bio (optional) for the technician.
7. Toggle the Enabled option on to give the technician access to the mobile app.
8. Assigned Inventory Sites is a listing of sites the technician can pull from when using parts on an appointment. To add a new inventory site to the list, select it from the Select Inventory Site to Add list. Only an assigned site can be marked as default for a user.
9. To add a view only site, click the checkbox next the Inventory Site ID. Sites marked as View Only show the quantity available in the mobile app, but cannot be selected as a site on a purchase order or to pull parts from.
   Note: View only sites can't be marked as a default site.
10. Click Save when you’ve completed the information for this technician.