HELP FILE

How to Add a Technician

Technician permissions are inherited from the Technician Group.

  1. Right-click the Technician Group to which you want to add the technician and click Create technician.

    Result:

  2. Make sure the user you want to work with is selected on the Organization Tree and click the Organization tab.

    Result: The Configuration page is displayed.

  3. Edit the following options:
    Option Description
    Name The user's name as it will be displayed on the Organization Tree and in the Technician Console, if licensed.
    Nickname The user's name as it will be displayed to the customer during a session. Example: [10:46 AM] Chat session established with Nickname.
    Email The email address the user will use to log in to Rescue Lens.
    Single Sign-On ID The identification number the user will use to log on if Single Sign-on is active.
    Description This is for your own reference.
    New password The password the user will use to log in to Rescue Lens.
    Minimum password strength The minimum required password strength as set on the Global Settings tab under Password Policies.
  4. Under Status, select Enabled to activate the user.
  5. Click Save changes.
Tip: To move a technician to another group, select a technician on the Organization Tree and drag it to the desired Technician Group or use the Move to Technician Group drop-down list on the Configuration page.