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During the implementation process, your ServiceChannel representative assigns the initial batch of internal technicians. Going forward, you may add additional internal technicians to the list. As your internal tech group is considered a 'service provider,' you need to add these new technicians through Provider Automation.

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Adding a New Technician

1. On top of the Technician list, click Bulk Upload. The Bulk Upload overlay appears.
2. Click Download Spreadsheet and then Save the Excel spreadsheet.
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3. Open the Excel spreadsheet and enter each technician’s name and email address, one per row.
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4. Save the spreadsheet once all technicians are added.
5. In WorkForce, click Browse… to locate and select the spreadsheet on your hard drive, and then click Open or OK.
6. Click Upload Spreadsheet. The technicians will list on the page for you to review the information for accuracy.
7. (Optional) Click any field to edit information.
8. Click Proceed. The email message appears.
9. (Optional) In the message box, edit any information as necessary.
10. Click Finish.
    • The technician appears in the WorkForce console.
    • The invited technician receives an email to download the Field Tech Manager app. See “Using FTM Mobile for the First Time” for more information on how your technicians sign up for FTM.

Technician User Role

The Technician role signifies an employee responsible for accessing and completing work orders. By default, users assigned this role only has access to ServiceChannel Provider Mobile. All users assigned the "Technician" role automatically appear under Work Order Assignment.