Manage users, technicians, and groups
Depending on your permissions, you can:
- Manage users, technicians, and groups
- Create technicians and groups
These actions are done from the admin section of Reveal. To go to Admin, from the navigation bar, select your account profile.
To create a new user, invite multiple users, or view a list of users, go to Admin > Users and Roles
Create and manage technicians
To create a new driver/technician or view your driver/technician list, go to Admin > Drivers/Technicians
Manage technician view
1. Choose how you want your technicians’ names to appear throughout Scheduler, for example on the calendar, in the Create job panel, and in the Jobs lists. To do this, go to Scheduler and choose the settings icon
2. At Technicians, select from the options in the dropdown.
Create and manage groups
To view and edit your groups, go to Manage Groups.
Learn how to Edit customer notifications.
Learn how to Edit technician notifications.