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.

  1. 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.
  2. Enter a Group name and Description.
  3. Under Status, select Enabled to activate the group.
  4. Click Save changes.