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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.
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- First & Last Name;
- Email Address & Mobile Phone number;
- User Role;
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All users invited through this method receive an email
, instructing them to setup their Service Automation Users account.invitation to complete their Service Automation user account.
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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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