You may add users to Service Automation and provide permissions from the Users page. The number of users you may add is unlimited. While adding a new user, you can set the desired password management option and add notification email for receiving work order notes, invoice escalation alerts, and proposal and work order assignment notifications.
- On the top-left of the page, click the menu icon, and select Admin > Permissions > Users. The list of users appears.
- Click Add New User. The General Info tab for the new user appears.
- Enter the login name in the User Id field.
- Enter the User Name.
- (Optional) Enter the Notifications Email.
- Choose the desired password settings by either enabling or disabling the password self-management option:
To enable password self-management:- Check the Password Self Management box. The Password email field is enabled, and the Password and Confirm Password fields are disabled.
- Enter the Password Email.
- Uncheck the Password Self Management box.
Enter the Password.
Important
The password should be in line with the password complexity requirements displayed in the blue bar at the top. See Configuring Password Complexity for more information.
- Re-enter the password in the Confirm Password box.
- Click Save. Additional tabs display on the page, where you can continue to customize permissions, locations, limits, and other options for the new user.
Once you add a user, you can:
- Customize permissions for access
- Assign Service Automation roles and permissions
- Give access based on Locations or Location Notes
- Assign limits to NTEs, Proposals, and Invoices
- Review mobile access information for users authorized for the ServiceChannel Mobile App
- Assign dashboards
Password Self-Management
The Password Self-Management feature lets you allow users to reset their own passwords securely through their emails. You may enable this feature by contacting ServiceChannel.
Once the feature is enabled, you may easily turn the feature on for individual users in your company by checking the box next to Password Self Management in the General Info tab.
In other instances where multiple users, such as location users, may share a single account, you can add and manage passwords for those accounts by disabling the Password Self-Management option. While users associated with such an account cannot reset the account password, they can contact an Admin user and retrieve the password.