Mobile App Setup for Managers: Creating Users

Mobile App Setup for Managers: Creating Users

This article will provide a walkthrough on how to create users for technicians in EMDECS.

This is a one time setup required to give technicians access to TechRO and the EMDECS Mobile App.

Please note that there are 2 ways you can have Users setup for technicians in EMDECS.

      1. Each technician has their own username and password to access EMDECS.

      2. All technicians use one shared username and password to access EMDECS.

Create a User

1. Go to Administration > User Accounts > User Manager

The User Manager is where you can edit and create EMDECS users.



2. To create a new user click on New User 



3. In the pop-up fill in the Account information. The Email, First Name, Last Name, and Effective Date are marked with an * which make them mandatory fields. 
If you would like to create a user with a username other than an email (i.e CXXXXTECH) please contact our CX team by submitting a ticket to help@brightorder.com or by giving us a call at 1-877-848-8817.
Once you've filled in all the information click Create.





Reset Password

1. To Reset/Set the password for a user go to Administration > User Accounts > User Manager



2. Use the Search to find the user and click on it. Make sure it is highlighted blue, then click Edit in the Details tab. 
 

3. In the pop-up click Reset Password 



4. Type in your password in both the New Password and Confirm New Password fields, then click Save/Exit.
Please note Passwords are case sensitive.


5. Click Save/Exit once more. 



Assign Repair Locations and Warehouses

1. To assign a user to a Repair Location user go to Administration > User Accounts > User Manager



2. Use the Search to find the user and click on it. Make sure it is highlighted blue, then click the Regions/Repair Locations tab. Next, click on Add Repair Location.



3. In the pop-up enter the Location and Effective Date, then click Add.



4. To assign a warehouse to a user, use the Search to find the user and click on it. Make sure it is highlighted blue, then click the Warehouses tab. Next, click on Add Warehouse.



5. In the pop-up enter the Warehouse and Effective Date, then click Add.


Assign Software

Once the User is made, the software needs to be added to give access to the proper menus in EMDECS.

1. To assign software to a user go to Administration > User Accounts > User Manager



2. Use the Search to find the user and click on it. Make sure it is highlighted blue, then click the Security tab. Next click on Add Software.



Software is what controls the Users access in the system, and should only be assigned as needed.  Some are unlimited, and some are issued by User. If you find you require any additional licenses, please contact the CX Team by submitting a ticket to help@brightorder.com or giving us a call at 1-877-848-8817.
Standard License pricing:
            Admin/Manager License: $125.00 USD per month ($165.00 CAD)
            Technician License: $69.00 USD per month ($90.00 CAD)

3. To give technicans access to TechRO and Mobile App they need to be assigned the TechnicianUserPortal software.

Make sure it is highlighted in blue then click Add.



 Multiple licenses can be assigned to a User, but they must be added 1 at a time. 

4. Under the Software pane you should see the TechnicanUserPortal listed with the date and time it was added. 



Access Controls (Optional)

After assigning the TechnicianUserPortal to a user you can disable certain functionalities. This is optional.

1. To edit Access Controls use the Search to find the user and click on it. Make sure it is highlighted blue, then click the Security tab. Next click on triangle on the right side of the Access Controls to expand the pane.



2. Use the Disable/Enable hyperlinks to control access to the listed features. If the feature is disabled the line will be highlighted in red.



Now your technician will be able to sign into EMDECS with the username and password that was setup.

Please note that technicians also need Employee profiles with an assigned Technician software in order to fully access TechRO and the Mobile App.

Please refer to the Mobile App Setup for Managers: Creating Employees article to continue setting up your technicians.




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