Can’t Add new Technician due to no available Accounts

Can’t Add new Technician due to no available Accounts

I am trying to add a new Technician, however, the Available Accounts list is empty. So, when I try to save it says ‘Please Select an Account’. However, no Accounts are visible to be able to select.

 

  • I have Account (at top right of screen) set to All Accounts.
  • Technicians association for is set to 'All Sites’  
  • All of our Sites are set to Refer to Default Settings.

 

Perhaps I am trying to setup the system incorrectly. We need to have the following:

 
  • Technicians and Technician Groups are associated with all Sites
  • Each Account has only one Site (we do not have the concept of separate sites for our customers)
  • All Sites use the same Business Rules

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