Inviting Users in Bulk to Provider Automation

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.

1. Navigate to Administration > User Management.
2. Click the Bulk Invite Users button.
   
3. Click the Download Template button.
   
   

4. Open the template in your preferred spreadsheet reader. 
   

   The Template must be saved in an .XLSX format.

   
   

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

   4. Technician
      

      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.

7. Save the Template as an .XLSX formatted document.
8. On the Bulk Invite Users screen, click the Upload XLXS button.
   
   
9. Locate and select the XLSX file.
10. Select a User Role for each of the invitees, then click the Submit button.
    
    
11. A confirmation message will appear.
    
    
12. Click Confirm to complete the process.
13. On the User Management screen, select the Invited radio button to view the invited users.
    
    

The invited users will receive an email, instructing them to setup their Service Automation Users account.