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.
⦿ 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 Management
On the User Management page, you can see four main features:
- User Management: Manage user roles and authorization to access work order, proposal, or invoices. You can also deactivate users, reset the password, and email users.
- 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 to your Provider Automation account. Users can include people in your organization and technicians.
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