This is the second step from the Install Instructions for TechIDManager.
These instructions cover how to add your first manager, additional managers, and technicians. Once the initial manager account is set up, that manager can then add other managers and technicians.
We are happy to setup a meeting to do all these steps with you and anyone in your company. If you need assistance, book installation assistance.
| Step | What to do | Expected Result |
| Setup first manager and options | ||
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2.1
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TechIDPortal opens | |
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2.2
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Click “Register as a new Manager ….” with the email used when you first signed and follow the instructions to complete registration. You can use Microsoft SSO to login, or create Manager accounts directly with TechIDManager. |
Email to confirm registration for a local account, or Microsoft SSO account registered for login. |
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2.3
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Log in with the email and just created password, or SSO. | You should see your ClientID and email on the top middle of the main page. |
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2.4
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Click “Client Options” -> “Client Options” and in the “Client Name” section set the “Company Name” to what you want included with each tech’s username on client sites. For example with the our MSP named Martin IT, we put “MIT” and it makes the created user name be “Jon.MIT@client.com”. Make sure to “Save”. There are several other options worth reviewing in the Client Options section, including MFA for the TechIDClient. |
Company name updated and TechIDClient options set appropriately. |
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2.5
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Click “Client Options” -> “Invoice & Payment” and in the “Invoice Email” sections put the email for invoices and click “Save”. | Updated email address for invoices. |
| Setup additional managers | ||
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2.6
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Click “Client Options” -> “Manager Access”. This where you can add other managers to have access to the TechIDPortal. Add other manager emails. They will need to do steps 2.1-2.3 above. Remember: Not all people who use TechIDManager are managers, and not all people who use TechIDManager are techs. Roles can be split, and people can be both, or just one. |
Additional managers signed up with the TechIDPortal. |
| Setup Techs | ||
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2.7
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Click “Techs” and then click “Create New Tech“ | You should see a screen to enter a new user name for a tech. |
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2.8
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Enter the username for a new tech.
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You should see screen to enter a new user name for a tech. The tech will fill out all the other information when they go through the setup wizard for the TechIDClient. |
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2.9
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Repeat for all the techs you want to create. | |
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2.10
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Click “Techs” on the left menu. | Techs in the TechIDPortal have a status of “keychange”. |
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2.11
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Sign the techs up with these Instructions | Techs in the TechIDPortal have a status of “pending” |
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2.12
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Now would be a good time to review how rights are granted with Groups and Triplets. | Understanding of Groups and Triplets. |
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2.13
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Activate the techs who have completed the signup process | Techs in the TechIDPortal have a status of “active” |
At this point you have set up an account with TechIDManager, added managers, configured options in the TechIDPortal, and created slots for techs to sign up. The next step is step 3.
Any questions – support@ruffiansoftware.com
