Description of Issue:
User is attempting to add a Technician User to SedonaOffice but it is not working or they are unable to.
Support note: This is a common issue. Adding a Technician User to SedonaOffice is a 3-step process.
Add User to SedonaOffice
Add Employee to SedonaOffice – tie Employee to User
Add Technician to SedonaOffice – tie Technician to Employee
Below will go through this process.
Resolution:
Step 1: Add User
Go to SedonaSetup > Go to Users in the OP area > Open Users
Click New button at bottom right of the Users window. Enter user information into the User Edit fields.(Required fields are User Code, Password and Confirm Password, First and Last Name.)
Click Apply to Save. (Note: If you do not want the Technician to access SedonaOffice, you do not need to grant access to User Groups)Step 2: Add Employee
Go to SedonaSetup > Go to Employees in the OP area > Open Employees
Click New button at bottom right of the Employees window. Enter Employee information into the Employee Edit fields. Enter Employee Code, then select the User Code that was created for the technician. Then select the Type of employee and where they are assigned to.
Any other tabs on the Employee Edit are optional. Click Apply to save.Step 3: Add Technician
Go to SedonaSetup > Go to Technicians in the SV area > Open Technicians
Click New button at bottom right of the Service Technician window. Enter Technician information into the Technician Edit fields. Select the name of the Employee that was set up for the Technician from the Name field dropdown.Next, choose if this is going to be a Service Tech, an Installer, or Both.
If Service Tech is chosen, the only information required to enter is in the Service tab. (Required fields are Service Company, Warehouse, and Expertise Level)
If Installer is chosen, the only information required to enter is in the Installation tab. (Required field is Install Company. It is strongly recommend to add the Technician’s Regular Pay Rate, Overtime Pay Rate, and Holiday Pay Rate as those will calculate when Technician is added to Jobs)
If Both is chosen, then the Service tab and Installation tab fields will need to be filled as described above.Click Apply to Save.
