Edit Technician Group

Edit Technician Group

Last updated August 10, 2022 (Version 0.01 beta)

The following steps explain how to edit a technician's group. 

1. Login to Carter CRM using your username and password.

   

2. Click Technicians in the administration menu on the left.
3. Locate the technician whose group you want to edit by: 
   1. Entering the technician's name in the Search bar
   2. Scrolling through all technicians.
4. Click on the desired technician and navigate to the Pay Groups tab.
5. Select the group you want to edit (Add or Remove)
6. Click Save.

Only users with appropriate account permissions may edit the technician group. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact Carter Customer Support for further assistance.