User Management allows you to organize your team by roles and permissions, making it easier to assign and manage technicians’ tasks and responsibilities.
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).
- Create shifts for different users to automate the work order assignment process.
- Assign work orders to technicians.
Accessing User Management
⦿ How to Access User Management
- In Provider Automation, click the menu in the top-left corner.
- Select Administration > User Management.
Navigating User Management
On the User Management page, there are five main features:
- User Management: Manage user roles and authorization to access work orders, proposals, or invoices. You can also deactivate users, reset the password, email users, and assign shifts to them.
- Directory Alerts: Manager alerts that users receive.
- WO Assignment: Assign work orders to technicians both manually and automatically as well as forward work orders to other technicians.
Invite Users: Add users such as office personnel and field technicians to your Provider Automation account.
Bulk Invite Users: Add users such as office personnel and field technicians to your Provider Automation account in bulk via template.
Adding field technicians through this method allows them to use ServiceChannel Provider Mobile. See SC Provider Mobile for more information.
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