--- title: Technician description: A technician is a user role that is assigned to individuals who are responsible for the installation and maintenance of devices within a fleet. On the Dashboard, there are different widgets that give --- [Skip to content](https://helpdesk.uffizio.com/knowledge/swm/technician#main-content) English Show submenu for translations [Customer portal](https://helpdesk.uffizio.com/tickets?hsLang=en) ![Uffizio logo - black](https://helpdesk.uffizio.com/hs-fs/hubfs/Uffizio%20logo%20-%20black.png?width=200&height=62&name=Uffizio%20logo%20-%20black.png) - [Tickets](https://helpdesk.uffizio.com/tickets) - [Knowledge Base](https://helpdesk.uffizio.com/knowledge) - [Sign Out](https://helpdesk.uffizio.com/_hcms/mem/logout) Open main navigation Close main navigation - [Tickets](https://helpdesk.uffizio.com/tickets) - [Knowledge Base](https://helpdesk.uffizio.com/knowledge) - [Sign Out](https://helpdesk.uffizio.com/_hcms/mem/logout) - English Show submenu for translations - [Customer portal](https://helpdesk.uffizio.com/tickets) - www.uffizio.com www.uffizio.com Platform User Guide - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://helpdesk.uffizio.com/knowledge?hsLang=en) 2. [Smartwaste](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en) 3. [Technician](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#technician) # Technician A technician is a user role that is assigned to individuals who are responsible for the installation and maintenance of devices within a fleet. On the **[Dashboard](https://helpdesk.uffizio.com/knowledge/swm/dashboard?hsLang=en)**, there are different widgets that give users an insight into the information of what activities the technicians are performing. A Reseller or Company can create a technician for the company. ### **To Get Started** - Log in to your account. - Go to **Settings \> Technician \> Technician.** Upon selecting **Technician**, you will be taken to the **Technician Overview** page, where you can view and manage all your technician records. ### **To Create Technician** - **Click** on the **➕** button on the taskbar. ![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech%20(2)-png.png?width=150&height=62&name=tech%20(2)-png.png) #### **Navigate to General ![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-2-png.png?width=150&height=82&name=tech-2-png.png)** - - Select **Reseller** under which you want to add a technician from the dropdown menu. - Provide the **First, Middle,** and **Last name** of the technician. - Enter the **Technician number**, if any. - Select **Gender** of the technician. ![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-5-png.png?width=350&height=199&name=tech-5-png.png) - - Choose the **Verification** method you would like to use for logging in to the Technician application. - **OTP:** Select OTP for verification using OTP. ![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-6-png.png?width=300&height=74&name=tech-6-png.png) - **OTP Via:** Choose the method for receiving the OTP. **Please Note:** For OTP verification, the bulk SMS/Email service needs to be purchased, and the **[SMS Configuration](https://helpdesk.uffizio.com/migrated/knowledge/swm/sms-service-configuration-for-company?hsLang=en)** or **[Email Configuration](https://helpdesk.uffizio.com/migrated/knowledge/swm/email-service-configuration?hsLang=en)** is required. - - - **Password:** Select Password for verification using password.![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-7%20(1)-png.png?width=400&height=118&name=tech-7%20(1)-png.png) - Please input the **Password** and confirm your entry by retyping it in the designated field. - - Provide the technician's **Email** address. - Please input the technician's **Mobile Number**. ![](https://lh7-us.googleusercontent.com/AnF0wUVn3cmIoWNV1NBQy8lKXZcJW4NziZnsMPAhEOZuYkeESjUwVInLa9gwNICrJLzJsDV2VLI4De32KFeQMgusU-adgS1bxSq8Rv8X-6qmJAeCcZ74qoyVv4FjvXGiv-NKeyeIwvDc6ZV-M8bB5l8) - - Enter **Emergency Contact.** - Please specify the **Date of Joining.** - Please specify the technician's **Date of Birth.** - By checking the box against **Create task rights**, one can provide rights to the technician to create the task in the Technician application. #### **Navigate to Address** *![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-3-png.png?width=150&height=82&name=tech-3-png.png)* - - Please provide the technician's **Address** details, including street 1, street 2, city, zip code, and country. - Enter the **Time Zone** of the technician. ![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-9-png.png?width=350&height=285&name=tech-9-png.png) - - Provide the **Mediclaim** information for the technician. - Enter the **Geographic Location** of the technician. #### **Navigate to Leave** *![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-4-png.png?width=130&height=79&name=tech-4-png.png)* - - Click on **Add Leave Type** ![](https://demo.uffizio.com/Themes/Trakzee/images/bs_addnew.png). - - Add **Leave Type** from the dropdown list. - Add **Number of Days.![](https://helpdesk.uffizio.com/hs-fs/hubfs/tech-11-png.png?width=670&height=50&name=tech-11-png.png)** - - - You can **Delete** the record by clicking on**![](https://helpdesk.uffizio.com/hs-fs/hubfs/bin-png.png?width=15&height=15&name=bin-png.png)** button. - Click on the **Save 💾** button. **To Download the Technician Details, [click here](https://helpdesk.uffizio.com/knowledge/swm/download-technician-details?hsLang=en).** Technicians are assigned specific tasks by the company, referred to as technician tasks. These tasks are categorized into two distinct types: Maintenance tasks and Installation tasks. **Users can [Create technician task](https://helpdesk.uffizio.com/knowledge/swm/technician-task?hsLang=en) and also [Download technician task details](https://helpdesk.uffizio.com/knowledge/swm/download-technician-task-details?hsLang=en).** **Watch :** How to create technician app credentials.   - [Trakzee](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#main-content) - [User Hierarchy](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#user-hierarchy) - [Admin](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#admin) - [Reseller](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#reseller) - [Company](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#company) - [Branch](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#branch) - [Object](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#object) - [Driver](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#driver) - 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