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Add a technician

2 min read

Add a technician so they can be assigned jobs and sign in to the Servinix field app. Servinix sends them a setup link to finish their account.

This article covers technicians. To add a dispatcher, admin, or other team member, see Invite a team member.

Before you start

  • You need permission to add users in Settings.
  • Your account needs at least one role. If it has none, the Add User window tells you to create a role first. See Configure roles and permissions.
  • Your account needs at least one team. A technician belongs to exactly one team. If you leave the team blank, Servinix uses your default team.
  • Have the technician's first name, last name, and an email address or a phone number ready.

Steps

  1. Go to Settings and open the Users page.
  2. Select Add User.
  3. Under Basics, enter First Name and Last Name. Title is optional, for example "Senior Technician".
  4. Under Contact, enter an Email Address, a Phone Number, or both. You need at least one. Servinix sends the setup link to every contact you enter.
  5. Optional: select + Add home address to add a home address.
  6. Under Role & Permissions, set User Type to Technician.
  7. Select a Role. The role controls what the technician can see and edit.
  8. Choose a Team. You can leave it blank to use the default team.
  9. Optional: add Skills. You can also add skills later from the technician's profile.
  10. Select Add User.

Result / verify

Servinix shows a message that the technician was added and the setup link was sent. The technician appears in the user list. They open the setup link, finish their account, and then sign in to the field app.

Troubleshooting

"Enter an email address or a phone number." Add at least one contact detail.

"Create a team first. A technician must belong to one." Create a team, then add the technician again.

"Pick a team. This tenant has no default team to fall back on." Choose a team in the Team field.

You cannot pick Admin as the user type. Your account has no role set as the Admin role. Check Role Management.

Add several technicians at once. The Users page also has an import option that takes a CSV file with one user per row. Each user gets an invite email.

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