Assigning technician roles

Technician roles help you define access for a technician within the portal. You can categorize your technicians into various teams, giving them access based on their roles and responsibilities. Additionally, you can also create custom roles within

Creating technician roles

To create custom technician roles:

  1. Navigate to Settings > Roles and Groups > Technician Roles.

2. On the Technician Roles page, click ‘Create’.

3. On the Technician Role create page, do the following:

  • Add role (Name) and description.

  • Add technicians to this role (Alternatively, you can directly associate technicians to a role when you create a new technician).

  • Choose access and permissions across modules.

  • Click ‘Save’.

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