Add a MobileTech User

When you are setting up MobileTech after installing or upgrading, you will add users and then continue with the setup steps, including those described in Load Data. However, when you add users later – such as when new technicians join your organization – you can refresh the lookups rather than syncing them, to improve performance during the load data process.

MobileTech users need to be set up as Registered Users window in TimeTrack and enabled for TimeTrack entry prior to creating the user in MobileTech Admin, regardless if they will be submitting time and/or expense transactions.

Add a User Before You Load Data and Sync Lookups

Use the filter options to narrow the user display list. You can filter by user, technician ID, or login account. Enter a partial or whole entry and then select the Filter icon. To clear the filter, select the Clear Filter icon.

1. In MobileTech Administration, select Users, and then select Add User. The user fields are displayed on the page. Enter information in these fields.
   • First Name: Enter the first name of the user.
   • Last Name: Enter the last name of the user.
   • Email Address: Enter an email address for the user. The email address becomes the username for the technician when the technician signs in to a client device. This is also the email address where the Call Summary, Employee Timesheet, Job Appointment Summary, and Job Safety Audit reports are sent.

   • Password and Confirm Password: Enter and confirm a password that lets the user sign in to MobileTech. You have the option to Setup Password Complexity and Lockout Policy.

     You can use Resco's Admin Console to set up technician passwords. This option allows your technicians to change their MobileTech password on their device after you've sent them a temporary password. See Set Technician Passwords with Admin Console (optional)
   • Technician ID: Select the identifier for the technician whom you are adding as a user.
   • Employee ID: After you set up and save user information, the employee ID that is set up in Microsoft Dynamics GP for the user is displayed as an ID for the employee.
   • Disabled checkbox: Mark to disable the user account.
   • Roles: Select the role of the MobileTech user. By default, a client user is assigned to the MobileTech role. To assign a user to the system administrator role in MobileTech Client, mark System Administrator. See User Role Maintenance for information on creating roles.
2. Select Save. The user is added to the list of users in the column on the left.

Add a User after You Have Loaded Data and Synced Lookups

1. In MobileTech Administration, select Users, and then select Add User. The user fields are displayed on the page.
2. Enter information in the fields, as described above in  Add a user before you load data and sync lookups.
3. Select Save. The user is added to the list of users in the column on the left.
4. Select Tools > Refresh Lookups.

5. Mark the Employee checkbox and the checkboxes for all its child entities, such as Pay Code, Work Crew, and so on. 

   When you mark a lookup, other associated lookups might be marked if there are dependencies between the lookups. For example, if you mark the checkbox for a child lookup, the parent lookup automatically is marked because that must be refreshed, too.
6. Select Refresh.
7. Select Load Data.
8. Mark the checkboxes for the technician to load data for.
9. Enter the date range to include when you load and sync data, and leave the Sync Lookups checkbox unmarked.
10. Select Import, and then select Close.

Buttons on this window

• Add User: Select to clear the window so that you can add a new user.
• Undo: Reverts the window to its previous state.
• Save: Select to save the new or updated user information.
• Delete: Select to delete the user.
• Unlock: Select to unlock a user. A user's account may be locked after x number of invalid login attempts. While you can set up the minutes a user is locked out of their account, you can also manually unlock their account. See Setup Password Complexity and Lockout Policy.
• Import: Select to open the Bulk User Load window. From this window, you can bulk import technicians and assign to the MobileTech role. See Import Multiple MobileTech Users.