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Partner Accounts

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Partners are a group of partner engineers or partner dispatchers that assist regular dispatch groups or engineers in fulfilling their service (eg. subcontractors).

With partner accounts enabled you are able to assign tickets to your partner engineers/partner dispatchers in an easy manner.

Partner engineers or partner dispatchers are usually a part of partner companies, they therefore need a partner company configured under Fieldcode admin panel -> Accounts -> Partners.

After that you are able to assign users to the partner company under Access -> Users -> and checking the user as partner inside the Contact tab.

How is the partner defined?

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  • Partners are able to use the Fieldcode software.
  • Partners have specific view rights inside Fieldcode that ensure privacy: 
    A partner can be part of a dispatch group, but a partner itself will only see his tickets (not the tickets of the whole group!).
  • Partners are part of a customer account (roof company).
  • A partner has to belong to a specific partner company that needs to be configured inside Fieldcode admin panel.
  • Partners can be assigned from the Ticket Pool and Ticket Details.
  • Partner engineers can be identified in the Timeline by their names written in:
    italic typography.
  • Partners are not able to use the Optimizer.
  • Partner users can only view partner engineers of a Dispatch group in the Timeline.

1. Create partner company

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  1. Go to Fieldcode admin panel.
  2. Go to Access -> Partners
  3. Click on the Plus button.
  4. Insert the name of the partner company in the Name field.
  5. Insert the location of your partner company (described below).
  6. Click Save.

Search for location automatically

  1. In the search field enter an address like you would do in any other map application.
  2. The manual fields will fill in automatically, if the system recognizes it.
  3. Click Save.

Search for location manually

  1. Insert the address of the partner company in the address field.
  2. Insert the ZIP of the partner company in ZIP field.
  3. Insert the city of the partner company in the city field.
  4. (Optional) Insert the state/province/region of the partner company.
  5. Select the country from the drop down, where the partner company is located.

2. (Optional) Assign partner dispatchers

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  1. Go to Fieldcode admin panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as partner dispatcher. If you have not create a users for partner dispatching yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an External Partner?” checkbox.
  5. Select a partner company from the dropdown.
  6. Click Save.

3. (Optional) Assign partner engineers

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  1. Go to Fieldcode admin panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as partner engineer. If you have not created users for partner engineering yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an engineer?” checkbox.
  5. In the Contact tab check the “Is the user an External Partner?” checkbox.
  6. Select a partner company from the dropdown.
  7. Click Save.

4. For dispatchers: Assign tickets to partners

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You have two options to assign a partner engineer inside the Fieldcode work place.

Option 1

  1. Right-click on a ticket in the Ticket Pool.
  2. Click on Assign partner in the context menu.
  3. Select the partner company from the dropdown list.
  4. Click Save.

Option 2

  1. Click on the interaction button Assign partner (handshake button) in the Ticket Details.
  2. Select the partner company from the dropdown list.
  3. Click Save.
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