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Adding Technicians to Use ServiceChannel Provider Mobile

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Adding technicians to your Provider Automation account is beneficial because:

  1. You can assign work orders in Provider Automation and drill down to see which technicians are dispatched to which work orders, without the need for external software.
  2. Your clients are aware of not only when your technicians are scheduled to arrive onsite, but exactly who is expected to arrive.

In Provider Automation, you can invite technicians under User Management.

Adding Technicians

⦿ How to Add a Technician and Send an Invitation
  1. On the top-left corner of the page, click the menu icon  and then Administration > User Management.
  2. Click the Invite User button, located on the upper-left. The Invite User page appears.

  3. Under the Basic column, enter the technician's Name, Email, and Mobile phone number. 

    Each technician must have a valid email to be added to your company.

    1. (Optional) Click Choose next to the image placeholder to add the technician's photo. 

      Technicians can also add their own photo in the ServiceChannel Provider mobile app.

  4. Under the Access column:
    1. select Technician in the User Role drop-down menu.
  5. On the bottom of the page, click Invite.

  6. In the popup box, click Confirm. Your technician is invited, and is automatically sent an email to complete the profile in the ServiceChannel Provider Mobile app.
  7. Repeat steps 2-5 to invite more technicians.

To view the list of invited technicians, see Managing Invited Technicians, below.

Managing Invited Technicians

On the User Management page, click the Invited circle to view all users invited to your company.

From here you can

  • reinvite a technician who did not receive (or accidentally deleted) the email invitation,
  • deactivate a user; and
  • email a technician.
⦿ How to Manage Invited Technicians
  1. In the Invited section of User Management, check the box next to the technician.
  2. Under Actions located on the lower-right side of the page, select the appropriate action:
    1. Select Reinvite to resend an invitation.
    2. Select Deactivate to lock the user out of using ServiceChannel Provider mobile app.
    3. Select Email to correspond with your user.
  3. Click Submit.
    1. Reinvite and Email will send an email to the user.
    2. Deactivate will ask you to confirm. Click Confirm. The user is moved to the Inactive list.


Adding Additional Users

In User Management, you can add just about everyone in your organization: accountants and financial operations, technician managers and dispatchers, and other service operations. Please see Adding and Modifying Users for more information.

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