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The Bulk Invite Users feature allows you to invite multiple users and technicians at one time. Instead of adding users one by one in the main section, you can download a template and add users to it, and then upload into Provider Automation all at once.

Navigate to

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title⦿ How to Add Technicians in Bulk
  1. Under Administration > User Management
.Click
  1. , click the Bulk Invite Users button. The Bulk Invite Users page appears.
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  2. Click the Download Template button
.
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  1. . The Bulk Invite template downloads onto your device.

  2. Open the template in your preferred spreadsheet reader. 


note


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    Warning
    titleImportant

    The

Template

  1. Bulk Users template must be saved in

an

  1. a Microsoft Excel (.XLSX) format.

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  2. Enter the user's First and Last Name; email Address, and Mobile Phone number
  3. Enter a User Role:
    1. Service Operations;
    2. Business Owner/ Management;  
    3. Financial Authority; or

    4. Technician

      Note

      In order for non-Techncian user roles to have access to the ServiceChannel Provider Mobile app, you must also mark the user as a Techncian in Provider Automation.


  4. Save the Template as an .XLSX formatted document.
  5. On the Bulk Invite Users screen,
click the
  1. click Upload
XLXS button
  1. Document.

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  1. Locate and select the .XLSX file saved from above.
Select

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  2. On the confirmation page, select a User Role for each of the invitees, and then
click the
  1. click Submit
button
  1. . 
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  • A confirmation message will appear.
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  • Click Confirm to complete the process.
    1. You will see confirmation that the users were uploaded. Click Confirm to proceed.
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    2. On the User Management
    screen
    1. page, select the Invited radio button to view the invited users.
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    The invited users will

    All users invited through this method receive an email

    , instructing them to setup their Service Automation Users account.
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    invitation to complete their Service Automation user account.
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    Note

    Users who complete their profile appear under the Active tab in User Management.

    Those who do not complete their profile remain under the Invited tab until their profile is complete. Those users will not have access to Service Automation or a technician account to use in the SC Provider Mobile app until their profiles are complete.

     

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