Enable an SRM User to Access Texada Web and/or Texada Mobile as a Technician

Describes how to grant access to Texada Web and/or Texada Mobile technician for an SRM user.

Type

How to

Audience

SRM Administrator

Products

SRM, Texada Web, Texada Mobile

Before You Begin

Required: Valid SRM account, valid Texada Web account, valid login credentials and access permissions, existing SRM user, existing division, existing location

Context

Enable an SRM user to access Texada Web and/or Texada Mobile to allow them to access the applications to take advantage of their functionality.

Note: This article covers the minimum required steps to enable Texada Web and/or Texada Mobile access as a technician for an existing SRM user. For more detailed coverage of creating a user, see “Create a Texada User in SRM”.

Divisions and Locations

The division and location the user is assigned to during the process is vitally important. You can enable a user to view the information related to one, some, or all divisions and locations in Texada. Setting this up for a user has a dramatic effect on the data they have access to. See “Add a Texada Web and/or Texada Mobile User to Multiple Divisions in SRM” for more information on how to add a user to multiple divisions.

In addition, when setting up a user for multiple divisions, you have the ability to set different security roles for each division, giving you full flexibility in terms of what your users can see and do in Texada Web and Texada Mobile. For example, a user might have permission to edit a work order in one division, but only view work orders in another. See “About Permissions and Menu Access in Texada Web and Texada Mobile” for more information on controlling what users can see and do.

Drivers and Technicians

When enabling a driver or technician user, there are additional steps required for each role that are not required for the other roles. These steps add the driver(s) or technician(s) to any driver or technician selection dropdowns in certain parts of Texada Web and/or Texada Mobile, such as work orders or tickets.

Unlike when you enable a driver user, when creating a technician user, you must first add them to the list of technicians in SRM. When you add the user to the list of technicians, you obtain an employee number for them. You can then add this employee number to the user profile you enable for that technician.

Note: See “Enable an SRM User to Access Texada Web and/or Texada Mobile Access as a Driver” for more information on how to enable a driver user.

Steps

In SRM, navigate to System Maintenance > System Configuration Settings > Operations tab > General Settings
Next to Time Charge Operators, click more options
The Time Charge Operators popup opens and displays a list of technicians at your company
Click Add
Use the Employee # field to select the employee that corresponds to the user
Type the user’s last name in the Last Name field
Type the user’s first and last name in the Full Name field
Type a unique driver identifier in the Driver field
Use the Division dropdown to select the division the user is associated with
Note: Leave the dropdown blank if they are associated with all divisions
Use the Employee Type dropdown to select the employee type that corresponds to the technician user role
Note: This list is unique to each company
The user is added to the list of technicians
In SRM, navigate to System Maintenance > Configure System Settings > Security > General Settings
Next to Operators, click more options
The Operators popup opens
Double click the user profile you need to enable to access Texada
The user profile details popup opens
Type or search for the employee number from Step 4 in the Employee Number field
Check Texada Web and Texada Mobile Access
Use the Default Division dropdown to do one of the following:
1. Select the division the user can access if the user can only access a single division
2. Select nothing if the user can access the Head Office only
Do one of the following next to Prompt for Division:
1. Click Yes if the user can access all divisions
2. Click No if the user can only access a single division
Use the Default Location dropdown to do one of the following:
1. Select the location the user can access if the user can only access a single location
2. Select nothing if the user can access the head office only
Do one of the following next to Prompt for Location
1. Click Yes if the user can access all locations
2. Click No if the user can only access a single location
3. Click Division if the location should always be the same as the division
Next to Security Roles, click more options to select a security role for this user profile
The Assigned Security Roles popup opens and displays a list of security roles that are assigned to the user
Check any security roles that apply to this user profile for this division/location(s)
Note: You must select a minimum of one security role in order for the user to be able to log in
Click Accept
The security role permission(s) and menu access are applied to this user role for the selected division/location(s)
Note: See “Assign Permissions and Menu Access to a Role in SRM for a Texada Web and/or Texada Mobile User” for more information on what permissions and menu access apply to the technician role
Click Accept
Click Accept
The user can log into Texada Web and/or Texada Mobile
Notes:
- The SRM administrator must inform the user that they now have Texada access
- See “Log In and Out of Texada Web” or “Log In and Out of the Texada Mobile” for more information on how to get started in Texada Web and Texada Mobile
- You may receive a message notifying you that there are more users set up than you are currently licensed for. If this occurs, you can disable some of the users to free up licenses or contact sales@texadasoftware.com to arrange for more licenses