Creating and managing technicians

Technicians manage and resolve tickets and assignments for requestors. By default, a ticket or an assignment is assigned to the technician who creates it. A technician can belong to one or multiple groups. For more information, see Creating and managing groups. When you create a technician in Track-It!, the default password welcome is assigned to the technician. If you enable Windows authentication, technicians can log in to Track-It! by using their Windows account credentials. If a technician does not use a Windows account, you can reset the password to default. You must have system administrator permissions to manage technicians.


System administrator is the out-of-the-box technician provided by Track-It! You cannot delete this user or edit the permissions. The system administrator has all the permissions in the system.

The following topics are provided:

Key features and considerations

  • You cannot create a Technician and a Group with the same name in Track-It!
  • A technician who is an active user and a member of at least one group, can log in to Track-It!
  • Depending on the permissions assigned to the technicians, they can:
    • View, create, resolve, and close tickets and assignments linked to a ticket.
    • Add audit notes to keep track of the actions performed on a ticket or an assignment. For more information, see Creating and managing activity codes.
    • Create, edit, and delete solutions.
    • Link solutions to tickets and assignments.
    • View, edit, design, schedule, and generate reports.
    • Change their profile settings and login passwords. For more information, see Managing a user profile.
    • Create and update requestors.
    • Perform system administrator tasks.

Creating a technician

  1. On the header bar, expand the hamburger menu  and select Configuration.
  2. Click Application Settings > Technicians.
  3. On the Technicians page, click New.
  4. In the New Technician dialog box, enter details for required fields.

     View the Technician form fields
    Field NameDescription
    Last NameEnter the last name of the technician.
    First NameEnter the first name of the technician.
    Login IDAssign a unique login ID to the technician. This must be in capital letters.
    Password Never ExpiresTo override the password policy for a technician, select this check box.
    For example, if you do not want the password of a technician to expire irrespective of your organization's password policy, you can select this check box. By default, the password expires after 90 days. For more information, see Configuring a user password policy.
    Use Windows AuthenticationTo enable Windows authentication for a technician, select the check box.
    Windows User IDEnter the technician's Windows account details. The accepted format for entering Windows user ID is <domainName>\<userName>.
    Hourly RateEnter the hourly rate for a technician's work.
    TitleEnter the technician's title in the organization.
    Use Named LicenseNamed license gives exclusive login permission to a technician. To allow a technician to consume a named licence, select this check box. By default, a technician gets a concurrent license and this check box is not selected.
    Only a system administrator can apply for licenses.
    Mark as InactiveTo prevent a technician from logging in to Track-It!, select the check box. Marking a technician as inactive blocks their access to the Track-It! application and that technician is not available for creating tickets, assignments, or business rules. When you mark a technician as inactive, if they have a named license, it is freed even if the Use Named License check box is selected.
    PhoneEnter an office phone number. Enter the extension number in the second text box provided for this field.
    Alternate PhoneTo contact a technician when they are not available on office phone number, enter another phone number.
    Email AddressEnter the email address of the technician.
    Time ZoneSelect a time zone for the technician.
    Work ScheduleSelect a work schedule for the technician. The default schedule is 40-hour work week, which is an out-of-the-box work schedule provided by Track-It!
    Escalate To

    To escalate a ticket to other technicians when the ticket is overdue as per SLA, select a technician from the list.
    For example, if a ticket with Critical priority, is not resolved within the specified time period, it has to be escalated to a higher-level technician. You can also build business rules by using Escalate to technician in the rule conditions.

  5. Click Save.
  6. To assign a group to the technician, in the Groups section, click Assign.
  7. In the Select From Groups dialog box, select a group and click OK.
  8. (Optional) To assign more groups to the technician, repeat steps 6 and 7.
  9. Click Save.

Assigning permissions to a technician

After you create a technician, based on your organization's requirements, you can configure permissions for the technician.

Key considerations

Consider the following points before you assign permissions to a technician:

  • Technicians that are part of a group inherit the group permissions.
  • If a technician belongs to multiple groups, they can have different permissions depending on the groups to which they belong.
    For example, a technician can belong to both Help Desk and System Administration groups and have different permissions for both groups.
  • If a technician belongs to multiple groups, the permissions are applied based on the group that the technician selects when logging in.
  • You can assign individual permissions to a technician and these individual permissions will always override the group permissions.
    For example, the Finance group might not have the permission to close a ticket, but a technician of that group can be assigned this permission.
  • The Advanced Permissions for a technician cannot exceed the Advanced Permissions assigned to the group to which the technician belongs.
    For example, if the Group does not have permission to create solutions, the technicians belonging to that group cannot create solutions even if the individual technician might have the permission.
  • In the out-of-the-box Ticket form, the Create/Update requestor option  allows technicians who are not system administrators to create or update requestors, provided they have the create or update permissions for the Requestor module.

To assign permissions to a technician

  1. Navigate to the Technicians page (from the hamburger menu  > Configurations > Application Settings > Technicians).
  2. On the Technicians page, select a technician to manage permissions.
  3. Click More Actions , and then click Technician Permissions.
  4. In the Technician Permissions for technicianName dialog box, in the Groups list, select a group for which you want to override the technician's permissions.
    The Groups field shows the group name for which the permissions are displayed.
  5. Click the Permissions tab and assign appropriate permissions to the technician.
    You can change the permissions about closing tickets and assignments. If you select System Administrator permissions, technicians have permissions to all the modules in the system.
  6. Click the Advanced Permissions tab and select appropriate permissions for each module.
  7. Select or clear check boxes for View, Create, Edit, or Delete permissions for different modules.
  8. Click Save.

Resetting password for a technician

When a system administrator disables Windows authentication for a technician, the password is reset to default. For technicians who use Windows account, the Reset Password option is disabled. Technicians need to change their password when they log in after their password is reset. The technicians can change password from their Profile Settings.

  1. Navigate to the Technicians page (from the Hamburger menu  > Configurations > Application Settings > Technicians).
  2. On the Technicians page, select a technician to manage permissions.
  3. Click More Actions , and then click Reset Password.
  4. On the Reset Password dialog box, click Yes.
    The technician password is reset to the default password.

Editing or deleting a technician

You can edit a technician's information or delete a technician from the Technicians page. Before deleting a technician, BMC recommends that you reassign all the records assigned to that technician, to some other technician. Otherwise, all those records are reassigned to the technician's group.

  1. Navigate to the Technicians page (from the hamburger menu , select Configuration > Application Settings > Technicians).
  2. On the Technicians page, perform one of the following actions:

    To edit the technician
    1. Select the technician whose details you want to modify and then click Edit .
    2. In the Technician: technicianName dialog box, edit the required fields.
    3. Click Save.
    To delete the technician
    1. Select the technician whose record you want to remove and then click Delete .
    2. In the Delete Record dialog box, click Yes.

Related topics

Creating and managing groups

Creating and managing priorities

Configuring a user password policy

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