This article highlights how to add users to DC. Depending on the modules your company uses along with your shop management system, these steps will differ. 

Adding the user to DC

  1. Log into DC as an administrator.
  2. Click on Users in the left navigation.
  3. Click on Add User at the top of the page.
  4. Select the role for the user/device you are adding and complete the displayed fields.
  5. Click Create User when complete.

When adding an admin, user, or technician an email will be sent to the email address provided so the user can set their password. If an email address isn't provided for the technician, a pop-up will appear for you to manually set the password.

If DC is only being used for SMS, you are done! Otherwise, follow the steps below to complete the setup.

DC Voice

If DC is being used for voice, select the options below to complete the voice setup.

  1. Start by selecting the extension type for the user.
  2. Type the extension for this user. This will allow recordings to be associated to a specific user.
  3. If the company has multiple phone numbers, select the number to be used for outgoing calls.
  4. Toggle the remaining options based on the user's requirements.

 

Shop management user mapping

In order for repair orders to be connected to the correct users in DC, a mapping needs to be created between DC and the shop management system. Follow the steps below to map a user.

  1. Select Sites from the left navigation.
  2. Click on the edit icon next to the site the user belongs to.
  3. Under Connector Settings, click on Shop Management Employee Map
  4. Click on Add Mapping
  5. Select the DC user and then select the shop management user. Once selected click on Add

Once this mapping is complete all new or modified work orders will map to the correct advisor and/or technician in DC.