A user keeps upgrading technicians to ManagedLast updated on 05/12/2023

This article will show how to prevent users from taking any action that could make a technician managed/unmanaged.

Upgrade a Managed Technician
Prevent Users from taking the above actions

Problem

A technician is being upgraded to Managed and you either have no idea how it is happening or realize that it is happening due to certain actions taken by users.

Solution

Upgrade a Managed Technician

There are two ways to upgrade a technician to managed.

Click edit on the technician profile in settings, and check the Managed Technician checkbox as shown below.
Try to complete a job with only an unmanaged technician assigned. This will cause a pop-up stating, “You cannot Complete this job until a Managed Technician on every open appointment has a timesheet entry. Please convert at least one of the following Technicians into a Managed Technician, or resolve the issue by fixing the assignments and timesheets”. Click the drop-down and select the unmanaged technician assigned and click applies, that technician will become managed.

Prevent Users from taking the above actions

Go to settings → people → employees
Find the user(s) that you want to prevent from being able to take actions that make a technician managed.
Click edit and go to permissions at the top of the profile
Find the permission called “Edit Employee” and remove that permission.

The user will no longer be able to make any action to make the technicians managed. When the drop-down shows up on a job from trying to complete a job without a managed technician and the user clicks on the unmanaged tech and applies, they will get an error message that they do not have permission to take that action.