User Management allows you to manage and assign roles to employees within your company. User Management also allows for both individual or bulk user additions and edits. Mobile users, most commonly technicians, can search and add themselves to your company, which requires administrator approval. Finally, there are also permissions available for your business profile and client compliance management; permissions to these pages can be managed within each user role or in bulk by using the template. Panel |
---|
bgColor | #F9F9F9 |
---|
titleColor | #0e3367 |
---|
titleBGColor | #EAEAEA |
---|
borderStyle | none |
---|
title | ⦿ How to Access User Management |
---|
| - In Provider Automation, click the hamburger menu on the top left corner.
- Select Administration > User Management. The section for managing users opens.
|
The User Management page allows you to: - Add and invite users
- Deactivate users
- Email users
- Configure roles and permissions
- Configure Directory Alerts (New Invitations, ServiceChannel Usage Fee Notifications, Client Compliance Alerts)
- Assign work orders to technicians
Navigating User ManagementOn the User Management page , you can see are four main features: Image Modified |