HELP FILE
How to Create a Technician Group
Master Administrators can create Technician Groups anywhere in the organization, while administrators can only create groups under Technician Groups to which they are assigned.
- Right-click the location in the organization where you want to add the new Technician Group and click Create group.
- To add the new Technician Group at the Technician Group root-level, right-click Technicians on the Organization Tree
- To add the new Technician Group as a sub-group of an existing Technician Group, right-click the chosen group on the Organization Tree
A new Technician Group is added to the Organization Tree at the chosen location. - Enter a Group name and Description.
- Under Status, select Enabled to activate the group.
- Click Save changes.