In order for technicians to use Successware Mobile, they'll need the right permissions. In Successware Classic, an Admin can create User Groups once, and apply those permissions to all of their technicians.
Admins are also able to access the Successware Mobile Admin site directly from Successware Classic. In order to access the Successware Mobile Admin site, users must have the appropriate permissions.
Mobile Admin Site Access
To be able to access the Successware Mobile Admin site using your Successware account:
1. From the User Manager, double click on your username.
2. Note which User Group you are a part of.
3. Click on the Groups button.
4. Click the Edit Button.
5. Navigate to the “Setup - 3” tab.
6. Ensure the “Mobile Administrative tasks” checkbox is checked.
7. Click Save.
8. If you needed to change the permission, log out of Successware and log back in.
Default Permissions
There are 3 default user groups for Remote Technicians. You may change the permissions for these groups by going to the user group.
Note: If you change permissions for one of the user groups, it will change it for ANY and ALL users that are in that user group.
These three user groups are:
1. RemoteTech – allowed to use Successware Mobile and override prices. Their default permissions are:
- Override Prices
- Mobile Login
2. RemoteTechOnCall - Allowed 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 from Customer Form (or Mobile)
- Override Prices
- Mobile Login
3. RemoteTechManager – Allowed to view and add jobs to other technicians’ schedules in addition to searching their own schedule, adding customers/jobs and overriding prices.
- Dispatch / Close (Call progress)
- Create New Job from Customer Form (or Mobile)
- Override Prices
- Mobile Login
Technician User Permissions
There are some permissions that you can change to restrict what your technicians can and cannot do out in the field.
Customer Service
On the Customer Service tab, there are 2 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 1 permission that affect 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.
Logon
On the Logon tab, there is 1 permission that affect the Successware Mobile App.
1. Mobile
- 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 Technician’s Permission
To assign or change your technician’s permission:
1. From the User Manager, double click on their username.
2. Click Edit.
3. Click on the User Group dropdown list.
4. Select the desired User Group.
5. Click Save.
Enable Remote Timecard Access
In order for your technicians to be able to use Successware Mobile, their timecard will need to have the Remote Control box checked. This will automatically be checked for them when they login for the day.
While this is checked your office staff will not be able to make changes to the call progress if the technician has time in the call. You will see a red padlock icon in the call progress if the employee has remote access to it. If there are no times in the call progress, you will be able to make changes from the office.
You may want to remove access to make corrections to the call progress or timecard.
To Enable or Disable Access:
1. Open the timecard of the employee from the Main Menu or Dispatch Board.
2. Check or uncheck the Remote Control checkbox.
3. Close the timecard.
4. Click Yes when it asks if you want to keep the employee disabled.