Note: This step must be performed before a Tech can be turned into a User. Once they are setup as a User, they can login to SWRemote.
Setting up new Employees
Please note you have a brand new technician that is just starting with your company, you must first create the technician as an Employee for your company.
- Login to SuccessWare21 as an administrator , and select the Red 21 icon on the far left of the top toolbar
- From the menu that pops up, please select Setup and then Employee Manager
- Right click and choose New and fill in the appropriate fields
- Save your changes
- Continue with setting up the Username outlined above.
*be mindful that the Employee Code has to become the Username, and the Employee Code can't be modified once it is created.
Now you can setup the Techs as Users. You can follow those instructions HERE.
If you require further assistance on this topic, please reach out to SuccessWare21’s support team
Email: [email protected]