Setting up User Groups - One Time Setup

The remote user groups required to log into SWRemote are not setup by default in SuccessWare21.  New users to SWRemote need to perform this one time task to create these groups.    

  • Log in to SuccessWare21 as an administrator
  • Login to SuccessWare21 as administrator, and select the Red 21 icon on the far left of the top toolbar 
  • Navigate to Setup -> User Manager. 
  • Right-click on an empty area and select User Groups .   
  • Click on the blue "Remote User Groups" link in the top-right hand corner of the window .    
  • Press YES.
  • Now when editing a user's record, you should now be able to see RemoteTech, RemoteTechOnCall, and RemoteTechManager on the User Group drop-down list
  • Close the User Manager

Permissions for each group are as follows:

  • RemoteTech: Has the basic abilities, can complete calls and send invoices.
  • RemoteTechOnCall: Has the basic abilities, and can add jobs directly from device.
  • RemoteTechManager: Has the basic abilities, plus can add jobs from device and view all users' schedules.

(If changing usergroups for a Tech, have them Log Out and Log back in for the change to take effect.)

How to change a technician's usergroup

If you require further assistance on this topic, please reach out to SuccessWare21’s support team

Email: [email protected]

Phone: 888-251-2779

Did this answer your question?