Overview

If you have external users that you want to use your submission portal, there are two roles you can create:

  • Technician

  • Admin

External users can be added on the Manage External Users page. Click here for more information about adding new external users.


Technician

If you have external users that you want to use your submission portal but only have access to limited information, you can assign them the Technician user role. Technicians can:

  • Only see pending and rejected tests assigned to them

  • Test assemblies that are assigned to them

  • View customers, service locations, and assemblies that are associated with tests assigned to them

  • Add new service locations (and related customers if not found)
    Note: This option will only appear if the purveyor has allowed it. New service locations must be approved by the purveyor.

  • Add new assemblies for customers with tests that are assigned to them

  • Edit/replace assembly information associated with tests that are assigned to them
    Note: Purveyors can choose whether they want to approve assembly changes before they go into effect or allow them to go into effect immediately.

  • Search for an assembly by Syncta ID or serial number

  • Search for an assembly by service location address
    Note: This option will only appear if the purveyor has allowed it.

  • Edit their user information

  • Edit their gauge information

  • When applicable, view cart information


Admin

In addition being able to perform the same tasks as technicians, admins can also:

  • Add gauges

  • Edit gauge information for all users

  • Add users

  • Edit information for all users

  • Add/edit payment information

  • View payment history

  • View submission history

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