This is the second step from the Install Instructions for TechIDManager.
2 Configure your Organization in the TechIDPortal
These instructions cover how to link your email as the initial manager, configure some basic TechIDManager options, add additional managers, and create slots for technicians to register with.
Create Initial Manager Account
Open the TechIDPortal at: https://portal.ruffiansoftware.com/
You land on the TechIDPortal login screen.
Click “Register as a new user”. Follow the instructions, using the same email address that you used to request a ClientGuid.
You can register an account in the Portal directly, or through Microsoft Single Sign-On (SSO).
If you registered through TechIDPortal, check your inbox for a confirmation email before continuing.
After email confirmation, or SSO, your login method will now be linked to your account in TechIDPortal.
Log into your newly created account on the Portal.
You will land on the TechIDPortal home page, with your email address and ClientGuid visible on the dashboard.
Set Initial Organization Settings
On the sidebar, click on “Client Options”. Navigate to the “Client Options” page within that submenu.
You will see the general options page for your organization, with default options shown.
Set your Company Name here. The name set here will be appended to technician usernames on managed devices.
For example, with a Company Name “ExampleIT”, a technician named Martin will have access to accounts named “Martin.ExampleIT”.
The modifications you made will be saved.
The page will display the options that were modified.
Create Technician Accounts
On the sidebar, click on “Techs”. This is where your organization’s technicians are managed.
Navigate to the “Techs” page within that submenu. This page lets you view, create, and modify your organization’s technicians.
An empty table will be presented to you, with the “Create New Tech” button above it.
Click the “Create New Tech” button. You will see a screen that allows you to enter a username and email address.
Fill out the required information, and click the “Create” button to add your technician. Note that technician usernames must be unique across your organization.
Repeat for additional technicians.
The technician(s) will appear in the Active/Pending Techs list on the previous page.
The status of the new technician(s) will appear as “keychange”, meaning they are ready for Step 3.
The email address(es) you entered will receive an invitation email with further instructions.
After a technician has completed the sign-up process, they will be marked “pending”. Once that happens, you may activate them on the Techs page.
The given “pending” technician will be changed to “active”.
At this point, you have manager access to your organization’s TechIDManager web portal. You have seen how to configure options in the TechIDPortal, grant access to new managers, and create slots for technicians to sign up.
Now would also be a good time to read through how technician access is managed through Groups and Triplets.
The next step details the technician setup process, which turns your “keychange” technicians into “pending”, allowing you to activate them.
Next step:
3 Have your Technicians Install TechIDClient
Any questions? Need help? Contact support@ruffiansoftware.com or book a White Glove Install.
