This is a guide on how to manage your SD-Mobile Technician Roster


Tutorial Video on Adding and Removing Technician and SD-Mobile permissions


You have the ability to manage your tech roster at any given time. The steps for adding and removing technicians are outlined, below. Your monthly billing for SD-Mobile will be based on your tech roster as uploaded online via the SD-MobileLink. If you add additional techs the billing will adjust accordingly. If you remove a tech the billing will be adjusted accordingly. If you remove all technicians from your tech roster, SD-Mobile charges will not occur for the next billing cycle without any technicians present on the roster. It's that easy!



ADDING A TECHNICIAN TO YOUR ROSTER

  1. From within ServiceDesk click on File Functions
  2. Select Settings
  3. Click on a technician's name to bring up the Details for Tech Window
  4. Place a checkmark in "is using"
  5. Create a password for the technician
  6. Press ESC to return to the Settings Form
  7. Click on Save Net-wide Values
  8. From within SD-MobileLink click on "TechRoster" to upload the newly created technician credentials for the technician to use when logging into the mobile device








REMOVING A TECHNICIAN FROM YOUR ROSTER

  1. From within ServiceDesk click on File Functions
  2. Select Settings
  3. Click on a technician's name to bring up the Details for Tech Window
  4. Remove the checkmark in "is using"
  5. Press ESC to return to the Settings Form
  6. Click on Save Net-wide Values
  7. From within SD-MobileLink click on "TechRoster" to remove the technician from your tech roster