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ManageEngine ServiceDesk Plus 8.0 :: Admin Guide

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Configuring Technicians<br />

<strong>ManageEngine</strong> <strong>ServiceDesk</strong> <strong>Plus</strong> <strong>8.0</strong> :: <strong>Admin</strong> <strong>Guide</strong><br />

The IT help desk team will have technicians who will be handling the requests posted/raised by<br />

various employees in the organization. You can add, edit, or remove the technicians from a site in the<br />

<strong>ServiceDesk</strong> <strong>Plus</strong> application and also provide them with various access privileges that suit their role<br />

and need.<br />

To open the technician configuration page,<br />

1. Log in to the <strong>ServiceDesk</strong> <strong>Plus</strong> application using the user name and password of a<br />

<strong>ServiceDesk</strong> <strong>Plus</strong> administrator.<br />

2. Click the <strong>Admin</strong> tab in the header pane.<br />

3. In the Users block, click the Technicians icon . This opens the technicians list view page.<br />

Here you can add, edit, or delete technicians.<br />

Add Technician<br />

Note: The Site <strong>Admin</strong> can add and view the technicians of the site to which he/she is<br />

associated by selecting the site from the Technicians for combo box. The Technicians for<br />

combo box will appear if the sites are configured. The sites can be configured in <strong>Admin</strong>-<br />

Sites.<br />

To add a technician and associate a role with him/her,<br />

1. Click the Add New Technician link available in the top right corner of the Technician List<br />

page. This opens the Add Technician form.<br />

2. Enter the Full Name and Employee ID of the technician in the Personal Details block. The<br />

name is a mandatory field.<br />

3. In the contact information block, enter a valid e-mail ID and SMS Mail ID of the technician. If<br />

the technician has a phone and a mobile number, you can enter the same in the space<br />

provided for entering these values.<br />

4. Enter the cost details of the technician in the Cost per hour field.<br />

5. Select the Department Name to which the technician belongs and enter his/her job title.<br />

6. You can associate multiple sites to a technician. Select the sites to which you want to<br />

associate the technician from the list of Available Sites and move it to Associate Sites by<br />

clicking >> button. Similarly you can also dissociate the sites. You can also<br />

associate/dissociate sites from the technicians in the Technicians list page. Note: If sites are<br />

not associated to the technician, then the technician is associated to "Not in any Site"<br />

automatically.<br />

7. You can also assign Groups to the technician. Select the groups from the list of Available<br />

Groups and move it Associated Group by clicking >> button.<br />

8. If you have added any organization-specific fields for the new technician form, those will be<br />

available under the Additional Technician Details block. Enter the relevant information.<br />

9. If you wish to assign the technician with the privilege to approve service requests, then<br />

enable Service Request Approver check box.<br />

10. You can also assign the technician with the privilege to approve Purchase Orders on enabling<br />

the check box beside Purchase Order Approver. Set the Approver Limit within which the<br />

technician can approve the PO. A link is sent to the technician to accept or reject the PO.<br />

ZOHO Corp. 400

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