Onboard and Offboard a Technician
Onboarding and offboarding technicians in the Partner Portal application ensures technicians are properly added or removed while maintaining accurate certification and organizational records.
Onboard a Technician
To onboard a technician to the organization, perform the following steps:
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On the ChargePoint Partner Portal Home page, click Field Technician Management tab.
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In My Organization, select No.
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Enter the technician's Email Address and click Search to find a matching personnel.
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In Certification Information, select the technician for on-boarding and click Onboard.
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Enter the technician's Corporate Email Address. Ensure to provide the same email address as the organization's domain.
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Click Onboard to add this technician to the organization.
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In My Organization, select Yes.
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Click Search to verify the technician’s certification records and confirm successful onboarding.
Offboard a Technician
To offboard a technician from the organization, perform the following steps:
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On the ChargePoint Partner Portal Home page, click Field Technician Management tab.
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Select the technician from the Certification Information list.
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Enter the technician's Email Address to isolate the technicians available in the technician list.
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Click Search to isolate the technician and proceed with off boarding.
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In Certification Information, select the technician you wish to off board and click Offboard to begin the removal process.
A success message is displayed confirming that the you have successfully off boarded the technician.
To better understand how to onboard and offboard a technician, view the following video.
