Converting a requester to a technician

Converting a requester to a technician

Please follow the below steps to convert a requester to a technician.

Step 1 (If the requester is already added under MSP Requester):

1) Log in as an administrator.
2) Go to Admin tab>>MSP Details>>MSP Requester(Left hand column).
3) Click on the requester whom you wish to change as technician.
4) You can find the “Change as Technician” option in the MSP-Requester detail screen as shown in the screenshot below.



Once you click "Change as Technician" option, it will then take you the technician page where you can associate the accounts, sites & roles for the technician.

Note: The requesters added only under "MSP Requester" are allowed to be converted as technicians.
The "Change as technician" option is available only under the requester configured under the "MSP Requester".

Step 2 (If the requester is added under any other accounts): 

1) Login as an administrator.
2) Navigate to the requester whom you wish to convert as a technician.
3) Select the specific requester, then click "Edit".
4) Select the MSP account at the top and then click Save. Once done, you will see this user under MSP requester and from there you can convert him as a technician.



After clicking Edit, choose the drop down and select the MSP account


You will see the below Pop-up


Click "Ok".
Now i will ask you to choose the Site as below:


Now, the requester is moved under "MSP Requester"


Then follow the same steps as mentioned above in this article (Click "Change as Technician") to convert the requester to a technician.
      • Related Articles

      • Query to know the technician changes in a ticket

        This will show the output only if the technician is assigned/updated in a ticket 1. Login to SDP MSP as administrator 2. Execute this from SDP MSP application -> Reports -> New Query report SELECT wo.WORKORDERID AS "Request ID",  wo.TITLE AS ...
      • Disabling the requester from SDP MSP temporarily.

        We do have the option to "Block" and "Unblock" the requesters in SDP MSP. Once the user is blocked, they cannot login to the application and technicians cannot create requests on their behalf. However, their existing requests will remain in the ...
      • Steps to Change Report Owner

        Kindly follow the below instruction to change the report owner. ( From Tech A  to Tech B) Query to get Technician User ID:     SELECT * FROM AAAUSER WHERE FIRST_NAME LIKE '%TECH NAME%'; You may replace the Tech A name and Tech B name to get the user ...
      • Query to show worklogs under change tasks

        PGSQL: SELECT ad.ORG_NAME AS "Account", tk.taskid "Task ID", COALESCE(ctk.CHANGEID , ch.CHANGEID) "Change ID", to_timestamp((ct.createdtime)/1000)::TIMESTAMP "Time Spent Created Time",'Change' "Module",cast((sum(ct.TIMESPENT)/1000 * interval '1 ...
      • How to change image in Self Service Portal (Requester Login)

        1. Under ManageEngine\ServiceDeskPlus-MSP\custom\widgets\SSP\search_widget paste the image you want to replace. 2. In the application, Under Admin>Self Service Portal>>Self Service Portal Customization>> Click on Edit  You can view the script on the ...