Setting up Technicians in Schedule

1. In Schedule, select the Menu 

   

    icon and then select Administration.
2. Select Resource Options.
3. Select the resource in the Resource list.
4. Enter the following information to integrate with Signature Agent Configuration:
   • Technician Name (required): The technician name defaults into this field.
   • Position Description: The resource position defaults into this field.
   • Phone: Enter the resource's telephone number.
   • Email address: Enter the company email address(es) that the resource uses.
   • Notifications: Mark if the resource should receive notifications at the email address(es) provided.
   • Inactive: Mark if the resource is currently inactive.
   • Select resource image: This image will display in the email that is sent to customers if you are using Working with Advanced Communications.
5. Select Save.

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