Changing a User to Technician or Vice Versa
Currently, to change the status of someone in your system from a user to a
technician or vice versa is a work-around situation. The steps to do so
are as follows in the resolution section. The steps in this article are
going to assume that you are changing a user to a technician. If you are
changing a technician to a user, you will use the same steps.
All of the following steps will be performed in the Edit Logins section
accessed from the Configuration page.
1. In the current account that you would like changed you will need to
add a character to the email address/login that makes it unique from any
other email address in your system. Example: My email address is
email@example.com--I would change this to firstname.lastname@example.org.
2. Add a New Login with the correct email address. Select "Add New
Login", Slect "Technician", type in correct email address. Example:
email@example.com. **NOTE** This will not work if this person is
associated with more than one department.
3. Delete the Login with the incorrect email address (See step 1). You
will be prompted to select a person to "Assign the Workload" to another
4. Select the new account that you created in Step 2.
This will migrate the two accounts together, and the person will now be at
the desired level of usage.
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