How to Create a User
Creating a user is necessary to allow your technicians, CSRs, and other users to have their own access and login within Omega. This article will go over the steps on how to create those additional users.
To start you’ll want to go to the Users page in the Admin section
Once on the users page there will be a yellow circle with a + inside of it, you will want to click that.
This will open a new user form that you’ll want to fill out with the appropriate information. Most are self explanatory but a few are special ones that determine access and views.
User Type is the type of user broken down into Technician, Account Manager, and Full User
Technician is used for technicians so they can be assigned to jobs. You may have this role assigned to an admin so they can be assigned to jobs.
Account Manager is a limited view that has access to reporting and the Dashboard
Full user is for most users, this gives the full view of Omega and allows the user to see the jobs page and any other page
Security Role is what controls what users can and cannot do. More information on Security roles can be found here
User Groups are assigned to users who do certain things, such as Dispatchers or Supervisors.
The color field is primarily used for technicians and can reflect next to the technicians name on the Schedule page.
Once you’ve entered in the information on this page, there are 2 other tabs you’ll want to navigate too. The first tab we will be discussing is the Technician Setup.
On this tab you will set the technician information for a technician. Each of the fields has specific information that goes in and are as follows:
Mobile Starting and Ending Address: This is primarily for mobile only technicians who start at an address and end at one that may be separate from a shop.
Assigned Location: This is primarily for in-shop technicians who are assigned with a specific shop.
Lynx Technician ID: This is uncommon, most technicians don’t have this. It is not required.
Technician Skills: Specific skills that are assigned to the technician so they can do specific types of work.
Capacity and Schedule: This is where you put your technicians days they work and their capacity or number of jobs they can do. This is also where you can schedule time off for a user.
Profile picture: Some users like to have a photo of their tech so they know who they’re assigning. This is not required.
The last tab is for Licenses and Billing, which is where you can grant a NAGS license to users. You can do this by selecting the Grant Option next to the license that you would like them to have.
Once you have entered in the necessary information for the user you’ll want to hit the save button on any of the pages. This will create the user and allow them to start logging in. When they first login, it may ask for them to update their password, so they may see that screen. We hope this article has been helpful! If you have any questions feel free to reach out.