In order for technicians to use Successware Mobile, they'll need the right permissions. In Successware Platform, an Admin can create User Roles once, and apply those permissions to all of their technicians. The User Role of Admin is the only one that is available by default in Successware Platform.
Admins are also able to access the Successware Mobile Admin site directly from Successware Platform. In order to access the Successware Mobile Admin site, users must have the Admin User Role.
The Admin User Role
To be able to access the Successware Mobile Admin site, you must have the Admin permission. In order to add the Admin permission to your account, follow the steps below:
1. From the Main Menu, hover over the Setup option, and select User Manager.
2. Note which User Role is listed next to your account.
3. Click on the Edit button.
4. Click the Add Roles button.
6. Ensure the “ADMIN” box is checked.
7. Click Save.
Technician User Roles
There are some permissions that you can change to restrict what your technicians can and cannot do out in the field. We recommend creating three different User Roles for your technicians.
These three user groups are:
1. RemoteTech– This role allows the technician to use Successware Mobile and override prices. Their default permissions are:
- Override Prices
- Mobile Login
2. RemoteTechOnCall- This role allows the technician to search customers, view their own schedule, and create new customers and jobs as well as use the app and override prices.
- Create New Job
- Override Prices
- Mobile Login
3. RemoteTechManager– This role allows the technician to view and add jobs to other technicians’ schedules in addition to searching their own schedule, adding customers, adding jobs, and overriding prices.
- Dispatch
- Create New Job
- Override Prices
- Mobile Login
Setting Up Technician User Roles
Following these steps will allow an Admin to create the three Technician User Roles:
1. From the Main Menu, hover over Setup, and select User Management.
2. Click on the User Roles subtab.
3. Click the + Add User Roles button.
4. Name the role and select the appropriate permissions.
Customer Service
On the Customer Service screen, there are two permissions that affect the Successware Mobile App.
1. Create New Job from Customer Form (or Mobile)
- This allows your technicians to create and schedule jobs for themselves by using the Customer Search in Successware Mobile. Also, your technicians will be able to see their schedule by doing a schedule search.
2. Dispatch\Close (Call Progress)
- This allows your technicians to add and schedule calls for themselves as well as other technicians and see the schedule of other technicians.
Invoicing
On the Invoicing tab, there is one permission that affects the Successware Mobile App.
1. Price Override
- This allows your technicians to edit and change the price of items. If this is not checked technicians will only be able to use the predefined base price and any price levels.
Mobile App
On the Mobile App screen, there is one permission that affects the Successware Mobile App.
1. Mobile App
- This permission allows your technicians to login to Successware Mobile. If they do not have this permission, they cannot login to the mobile app.
Changing a User Role
To assign or change your technician’s permission:
1. From the Main Menu, hover over Setup, and select User Management.
2. From the Users subtab of User Management, click on the Edit link next to the technician's username.
3. Click the Add Roles button to see the currently available roles.
4. Select the desired User Role.
5. Click Save.
Looking for a more interactive course on User Permissions? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.