Managing technicians

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Overview

Centralized Technician Management offers a centralized interface for administrators to manage technician accounts from a single console. This section details how you can view, edit, delete, and update multiple technician details from the product console.

Viewing and managing technician details

  1. In your account, navigate to the Settings tab.
  2. Under Admin Settings, select Technicians and Roles.
    Managing technicians
    Figure 1: Navigating to Technicians and Roles
  3. On the Manage Technicians page, click View Details for the desired technician.
    NOTE In the group view, individual technicians are listed under Product Authentication and AD Authentication, while users belonging to groups appear under their respective groups.
    Managing technicians
    Figure 2: Viewing role and component details
  4. In the details window, click icon-enable icon next to any assigned component to disable.
    Managing technicians
    Figure 3: Disabling a component
  5. In the confirmation pop-up, click Yes to disable.
    Managing technicians
    Figure 4: Disabling a component
  6. To re-enable, click the icon-disable icon to reassign the component to the technician.
    Managing technicians
    Figure 5: Enabling a component
  7. Click the delete icon next to the component you want to remove.
    NOTE Technicians created in Log360 can only be deleted after they have been removed as technicians from all the integrated components.
    Managing technicians
    Figure 6: Deleting a component
  8. Confirm the deletion in the pop-up by clicking Yes.
    Managing technicians
    Figure 7: Confirming deletion
  9. Click the device group hyperlink (for example, 2 Device Group) to open a list of all device groups assigned to the technician.
    Managing technicians
    Figure 8: Viewing delegations
  10. The window displays each group and the devices within it. You can also use the Search Device field to locate a device by name.
    Managing technicians
    Figure 9: Viewing device groups
  11. Under Login History, click View History to see detailed records of the technician's login activity, including logon and logoff times.
    Managing technicians
    Figure 10: Viewing login history
  12. You can also click the icon-search-new icon to locate devices by their IP address.
    Managing technicians
    Figure 11: Searching devices using IP address
  13. The Permission Inheritance column applies only to users belonging to a group or OU and indicates the specific group or OU from which their delegation, role, or permissions are inherited.
  14. Click the icon-add-remove icon to add or remove columns. Select the checkboxes for the columns you want to display, then click Apply to save your changes.
    Managing technicians
    Figure 12: Adding or removing columns
  15. In the top right corner, click this icon-group-view icon to switch to group view, and this icon-table-view icon to switch to table view.
    Managing technicians
    Figure 13: Table view and group view
  16. In the Manage Technicians page, use the icon-search-new icon in the top-left corner to find a technician by name.
  17. Click the icon-filter-new icon to narrow down the technician list.
  18. In the first dropdown, select the attribute you want to filter by:
    • Name
    • Authentication Type
    • Log360 Roles
    • Object Type
    • Status
    Managing technicians
    Figure 14: Filtering technicians
  19. The available matching conditions vary based on the selected attribute:
    • Name: Equals, Not Equals, Contains, Not Contains, Starts With, Ends With
    • Authentication Type, Log360 Roles, Object Type, Status: Equals, Not Equals
  20. In the next field, enter or select the desired criteria value.
  21. To add more than one filter condition, click the icon-add-green icon and choose whether the additional condition should be applied using AND (both conditions must match) or OR (either condition can match).
    Managing technicians
    Figure 15: Filtering technicians
  22. To remove a condition, click the icon-filter-delete icon next to it.
  23. Click Apply to filter the list of technicians based on your chosen criteria.
    Managing technicians
    Figure 16: Filtering technicians

Editing technician settings

  1. In the Manage Technicians page, hover over the technician's name and click the icon-edit icon to modify the technician's settings.
    NOTE Changes to technician's roles, permissions, and delegations made directly in a child component's console will be synchronized with Log360. However, password changes are not synced.
    Managing technicians
    Figure 17: Editing technician settings
  2. In the Edit Technician page, make the required changes.
    NOTE If you add a new component to an existing technician, you must reset the password.
  3. Click Update to save the changes.
    Managing technicians
    Figure 18: Updating technician settings
  4. To edit a group, hover over its name and click Edit.
    NOTE If a technician who belongs to an AD group is edited, they will be removed from that group and appear as an individual technician under AD Authentication in the grouped view.
    Managing technicians
    Figure 19: Modifying group settings
  5. In the Edit Technician page, make the required changes and click Update to save the changes.

Editing settings for multiple technicians

NOTE Editing multiple technicians at once is not supported for default technicians or for the currently logged-in user.
  1. On the Manage Technicians page, select the checkboxes next to the technicians you want to edit.
    Managing technicians
    Figure 20: Selecting technicians
  2. Click the Manage drop-down menu.
  3. From the menu, click Edit to update settings for multiple technicians.
    Managing technicians
    Figure 21: Editing settings for multiple technicians
  4. Make the required changes to the selected technicians.
  5. Click Update to apply the changes.
    Managing technicians
    Figure 22: Updating technician settings

Enabling or disabling technicians

To disable technicians

  1. On the Manage Technicians page, select the checkboxes next to the technicians you want to disable.
  2. Click the Manage drop-down menu.
  3. Select Disable from the list.
    Managing technicians
    Figure 23: Disabling technicians
  4. In the confirmation pop-up, click Yes to proceed.
    NOTE Disabled technicians cannot log in or perform any assigned actions until they are enabled again.
    Managing technicians
    Figure 24: Disabling technicians

To enable technicians

  1. On the Manage Technicians page, select the checkboxes next to the technicians you want to enable.
  2. Click the Manage drop-down menu.
  3. Select Enable from the list.
    Managing technicians
    Figure 25: Enabling technicians

Deleting technicians

  1. On the Manage Technicians page, select the checkboxes next to the technicians you want to delete.
    NOTE If an AD group is deleted, any technician who was part of that group will be converted to an individual technician and placed in the Others group.
  2. Click the Manage drop-down menu.
  3. Select Delete from the list.
    Managing technicians
    Figure 26: Deleting a technician
  4. In the confirmation pop-up, click Yes to proceed.
    NOTE You cannot delete default technicians or the currently logged-in user.
    Managing technicians
    Figure 27: Deleting a technician

Read also

This page elaborated on viewing, editing, updating multiple technicians, enabling/disabling, and deleting technicians. For more related functionalities, refer to the following article: