Limited Technicians have similar permissions as a Technician BUT they MUST be assigned to the object in order to see it. Both user types also cannot edit or delete anything they have not created themselves including work orders, locations, assets, meters, or parts.

So if an admin user creates something in the account, limited techs and techs cannot change or delete it.

The main difference between limited technicians and technicians:

  • Limited Technicians only see or view details on work orders, locations, assets (including all asset hierarchy levels), and meters they are assigned to or have created themselves!

  • Technicians can see all work orders, locations, and assets on the account.

Why?

This is to streamline the view and work of the limited technician. For teams with more data or more workers, things can be confusing or get cluttered on who needs to do what.

For limited technicians, they will only see the items they need to work on or worry about. They won't see any other locations or other technicians' work and can focus on themselves.


How to Assign your Limited Technicians to Locations

There are three ways you can assign your limited technicians to a location:

1 - Individually whenever you create or edit each Location

  • Click on the Worker or Team field to open a drop-down menu of the users or team of users you would like to assign.

  • Once added, click Save! Your limited technicians should now be able to see that location!

2 - Bulk importing NEW locations into your account using a CSV file

  • Column H (Assigned to Emails) and/or Column I (Team Assigned Names) on the Import Template will need to be filled in with the Limited Techs email or team name.

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3 - Bulk Update Existing Locations

  • Go to the Import Page and EXPORT all of your CURRENT Locations from UpKeep.

  • In the file fill in Column H (Assigned to Emails) and/or Column I (Team Assigned Names) on the Import Template will need to be filled in with the Limited Techs email or team name.

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How to Assign your Limited Technicians to Assets

With the new asset hierarchy release, you will need to make sure that every Limited Technician is assigned to each level of asset hierarchy in order for them to have access to it and see the details of each asset. There is a couple of ways you can do this.

1 - Individually whenever you create or edit each Location

  • Click on the Worker, Additional Worker, or Team field to open a drop-down menu of the users or team of users you would like to assign.

  • Once added, click Save! Your limited technicians should now be able to see that location!

2 - Bulk importing new assets into your account using a CSV

  • Column K (Worker Email) and/or Column T (Team Name) on the Import Template will need to be filled in.

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3 - By Updating Existing Assets, First make sure you export current assets

  • Go to the Import Page and EXPORT all of your CURRENT Assets from UpKeep.

  • Column K (Worker Email) and/or Column T (Team Name) on the Import Template will need to be filled in.

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Assigning Limited Technicians to Work Orders

  1. Create a new work order or edit an existing one

  2. Assign your limited technician to the Worker, Additional Worker, or Team field

TIP: Keep in mind they need to be assigned to the work order or be the one to create the work order to view it and work on it.

Have a lot of Work Orders that need to be assigned to your Limited Tech?

On the Work Orders list page, you can bulk select and mass assign Work Orders to workers.

  • Go to the work orders page

  • Filter for the work orders that need to be assigned

  • Click the grey check box next to DUE

  • Click CHANGE ASSIGNEE

  • Select the Limited Tech from the drop down


Create A Team of Limited Technicians

TIP: If you have multiple limited technicians that need to be assigned to the same object, you can create a Team and assign the entire Team to the object. Everyone on the team will be assigned.

  1. Navigate to the People and Teams section

  2. Click on the Teams tab on the top left

  3. Then click on + Team

  4. Add your users

Once your team of limited technicians is created, you can add them to work orders, locations, and assets so they can view it!

For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.

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