Getting Started with Technician Signatures

Overview

Using technician signature can automatically add a technician's signature to the emails that go out as they work on tickets. In this article, we'll cover the following ways you can set up this feature:

• Enabling signature self-management in TDNext
• Managing technician signatures in TDAdmin
• Configuring technician signatures with People Import

This article will not cover managing signatures with TDX API endpoints.

Enabling Signature Self-Management in TDNext

Enabling technicians to manage their own signatures lets them quickly make subtle changes to their signature that may not be part of central data records.  For example, personal cell phone number changes, certifications, education, and preferred names (Matt vs. Matthew). 

To check if a technician has access to this feature:

1. Go to TDAdmin> Users and Roles> Security Roles
2. Verify the user has at least one of these permissions enabled in their root security role:
   • Create and modify individuals in the People database
   • Allow User to Edit Their Profile

To manage your signature as a technician:

1. Login and go to TDNext
2. In the upper right hand, click on your name
3. Select My Profile
4. Select the Settings tab in the profile window
5. Click Edit
6. Update your signature in the text block as needed
7. Check the boxes for when you want the signature applied
8. Click Save

Managing Technician Signatures in TDAdmin

To edit a technician's signature in TDAdmin:

1. Go to TDAdmin> Users and Roles> Users
2. Select the user you wish to edit and open their user record
3. In the General section of the record, scroll to the bottom of the page
4. Update the signature in the text block as needed
5. Check the boxes for when you want the signature applied
6. Click Save

Configuring Technician Signature with People Import 

You can also use the People Import sheets to manage technicians signature. See the details of those attributes below: