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urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/620855762/About+User+Management

The User Management section of Provider Automation allows you to manage active users. You can update a single user at a time or manage multiple accounts at once.

User Profile Overview

A user profile contains basic and additional information about each user. To access it, click a user’s first or last name in the User Management section. Each user profile has 4 tabs:

  • The General tab contains the user’s first, last, and middle name, email address, phone number, and the user’s role and access. 
  • The Additional Contact Info tab shows the user’s address, office and home phone numbers, and other contact info. 
  • The Employee Details tab displays the employee ID, title, and team/crew info. 
  • The Shifts tab shows assigned and unassigned shifts for this specific user.  

Switch between the three tabs here below to see how the info is presented on each tab.

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title• General

The General tab of a user profile in Provider Automation

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title• Additional Contact Info

The Additional Contact Info tab within a user profile in Provider Automation

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title• Employee Details

The Employee Details tab of a user profile in Provider Automation

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title• Shifts

Screenshot showing how the shifts tab looks like

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Taking Action On a Single User

As an admin user, you can perform the following actions within a user profile:

Info

You can reset a user’s password, send an email, and deactivate a single user right from the users list without opening a user profile. Check the box next to the user photo, select the required option in the Action dropdown, and click Submit.

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Updating a User’s Profile

In the user profile, you can edit the previously entered information on a user or add new details.

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title⦿ How to Update a User Profile
  1. In the User Management section, click the first or last name of the user whose profile you want to edit. The Update User page appears.
  2. Navigate between the tabs at the top of the profile to quickly find the information you want to modify.
    • To change the user’s first, last, and middle name, email address, mobile phone number as well as upload their photo, stay on the General tab.
    • To update the user’s address, office and home phone numbers, and other contact info, go to the Additional Contact Info tab.
    • To enter the employee’s ID, title, and team/crew, navigate to the Employee Details tab.
    • To assign a shift to a user, navigate to the Shifts tab.
  3. Click Save at the bottom of the page. The user profile is updated.
  4. Click Close in the upper right corner to exit the user profile.

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Modifying User’s Roles and Access Levels

You set up user roles and access levels when inviting a user.

Later on, you may need to grant more access levels to a user, change their roles, or restrict their permissions.

The Access section within a user profile in Provider AutomationImage Modified

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title⦿ How to Manage User’s Roles and Access
  1. In the User Management section, click the first or last name of the required user. The Update User page appears.
  2. On the General tab, find the Access section, and make the changes you need.

    • To change the user role, select the required option in the User Role dropdown.
    • To add or delete Provider Automation and SC Provider Mobile access levels, select or deselect Provider Automation User, Provider Automation Admin, and Technician checkboxes.

    • To change Fixxbook permissions, use the Directory / Fixxbook Permission dropdown.

    Tip

    To learn what each role and access level means, hover over the info icon next to the field. For more info, see Provider Automation User Roles and Access.


  3. Click Save at the bottom of the page. The user profile is updated.

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Managing Work Order Dispatch Emails

When a work order is assigned to a technician, they receive a work order dispatch email. However, you may need to disable this email notification for some of your technicians. You can do it on the Additional Contact Info tab within a user profile. Navigate to the Notifications section, and clear the Receive Work Order Dispatch Emails on Assignment checkbox.

Info

The Receive Work Order Dispatch Emails on Assignment checkbox appears on the Additional Contact Info tab only when an employee whose profile you are modifying has the "Technician" access level.

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Resetting a User’s Password

When a user forgets their password and informs you about it, you can reset a password for them. You may need to do this for security reasons as well.

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title⦿ How to Reset a User’s Password
  1. In the User Management section, click the first or last name of the required user. The Update User page appears.
  2. At the bottom of the page, click Reset Password. The Reset User Password pop-up window shows up.
  3. Click Confirm.

The user receives an email and can reset their password by following the link in the email.

Info

You can also reset a password for one or several users at a time right from the users list. See How to Reset Passwords for Multiple Users.


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Sending an Email to a User

Should you need to contact a user, you can send an email to them right from the user profile.

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title⦿ How to Email a User
  1. In the User Management section, click the first or last name of the required user. The Update User page appears.
  2. At the bottom of the page, click Email. Your default email app opens with the user’s email address added to the recipient field.
Info

You can also send emails to one or several users at a time from the users list.


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Taking Action On Multiple Users

Sometimes you may need to take action on multiple users at a time. The User Management section allows you to deactivate, reset passwords, and send an email to several users at once.

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title⦿ How to Reset Passwords for Multiple Users
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    In the User Management section, select the users for whom you want to reset passwords by checking the boxes to the left of their photos.
  2. Navigate to the Action dropdown in the lower right corner, select Reset Password, and then click Submit. The confirmation pop-up window opens.
  3. Click Confirm.

Each of the selected users receives an email and can reset their passwords by following the link in the email.


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    In the User Management section, select the users to whom you want to send an email by checking the boxes to the left of their photos.
  2. Navigate to the Action dropdown in the lower right corner, select Email, and then click Submit. Your default email app opens with the selected users’ emails populated in the recipient field.


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